Resources for your annual tax filing, including summaries of year-end distributions for Capital Group funds.
Year-end distributions
View year-end distributions for Capital Group's Canadian funds.
Final 2023 distributions
Final 2022 distributions
Final 2021 distributions
Final 2020 distributions
Final 2019 distributions
Need help understanding distributions? Learn more.
U.S. taxpayers: Passive Foreign Investment Company (PFIC) Information
PFIC Annual Information Statements are provided below for all of our funds. These statements will allow investors to make a Qualified Electing Fund (QEF) election on U.S. income tax returns. Generally, PFIC rules apply only to U.S. persons, including U.S. citizens, ”Green Card“ holders and individuals who meet the ”Substantial Presence“ test under the U.S. Internal Revenue Code (and do not qualify for the ”Closer-Connection Exception“).
We recommend that unitholders classified as U.S. persons use these materials to consult with a tax advisor concerning the tax consequences of their ownership of Capital Group’s Canadian mutual funds and their U.S. tax reporting requirements.
Capital Group Canadian Focused Equity Fund (Canada)
Capital Group Global Equity Fund (Canada)
Capital Group International Equity Fund (Canada)
Capital Group U.S. Equity Fund (Canada)
Capital Group Emerging Markets Total Opportunities Fund (Canada)
Capital Group Capital Income Builder (Canada)
Capital Group Global Balanced Fund (Canada)
Capital Group Monthly Income Portfolio (Canada)
Capital Group Canadian Core Plus Fixed Income Fund (Canada)
Capital Group Multi-Sector Income Fund (Canada)
Capital Group World Bond Fund (Canada)
View frequently asked questions about PFICs.
U.S. taxpayers: IRS Form 8937
Report of Organizational Actions Affecting Basis of Securities
For the funds below, we are also providing Form 8937, which contains certain information that may be required when filing U.S. tax returns. Please consult with your tax advisor if you have questions.
Tax year 2023
Capital Group Global Equity Fund (Canada)
Capital Group International Equity Fund (Canada)
Capital Group Capital Income Builder (Canada)
Capital Group Emerging Markets Total Opportunities Fund (Canada)
Capital Group Global Balanced Fund (Canada)
Capital Group Monthly Income Portfolio (Canada)
Capital Group Canadian Core Plus Fixed Income Fund (Canada)
Capital Group Multi-Sector Income Fund (Canada)
Capital Group World Bond Fund (Canada)
Tax year 2022
Capital Group Global Equity Fund (Canada)
Capital Group International Equity Fund (Canada)
Capital Group Capital Income Builder (Canada)
Capital Group Emerging Markets Total Opportunities Fund (Canada)
Capital Group Global Balanced Fund (Canada)
Capital Group Monthly Income Portfolio (Canada)
Capital Group Canadian Core Plus Fixed Income Fund (Canada)
Capital Group Multi-Sector Income Fund (Canada)
Capital Group World Bond Fund (Canada)
Tax year 2018
Commissions, trailing commissions, management fees and expenses all may be associated with investments in investment funds. Please read the prospectus before investing. Investment funds are not guaranteed or covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. For investment funds other than money market funds, their values change frequently. For money market funds, there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Past performance may not be repeated.
The information in this document is provided for your general reference based on information that Capital Group believes to be accurate, but we cannot guarantee its accuracy or completeness. We assume no liability for any inaccurate, delayed or incomplete information, nor for any actions taken in reliance thereon. Please consult your own professional tax, legal and financial advisors to help ensure that your own circumstances have been considered properly and that action is taken on the basis of the latest available information. Interest rates, market conditions, tax rulings and other factors are subject to rapid change. This document is not to be construed as tax advice, or as an offer to sell or a solicitation of an offer to buy any securities.
The Capital Group funds offered on this website are available only to Canadian residents.