(As of 4/30/2024)

Capital Group Global Equity Fund (Canada) Ser A

(Global Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020
2017
2015
2014



Inception Return
(11/1/2002)
8.44 %
YTD Return 10.93 %
NAVPS
(5/28/2024)
$49.88
Change ($0.08) / -0.17 %
Growth of $10,000 (As of April 30, 2024)
MER 1.90 %
Assets ($mil) $12,695.80
Rank (1Yr) 507/1943
Std Dev (3Yr) 15.16 %
Volatility Ranking (3Yr) 8/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End 2.50 %
Max Back End -
Sales Status Open
 
Objective
The objective of the Fund is to provide long-term growth of capital through investments primarily in common stocks, including growth-oriented stocks, on a global basis. Future income is a secondary objective.
Fund Manager

Capital Group

Portfolio Manager

Carl M. Kawaja, Capital Group

Leo Hee, Capital Group

Jeremy Burge, Capital Group

Dawid Justus, Capital Group

Sub-Advisor

Capital Research and Management Company

 
Asset Allocation
(As of March 31, 2024)
Sector Allocation
(As of March 31, 2024)
Geographic Allocation
(As of March 31, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Taiwan Semiconductor Manufactrg Co LtdInternational EquityTechnologyAsia/Pacific Rim4.14%
Novo Nordisk A/S Cl BInternational EquityHealthcareEuropean Union3.48%
Broadcom IncUS EquityTechnologyUnited States3.38%
Eli Lilly and CoUS EquityHealthcareUnited States3.34%
Microsoft CorpUS EquityTechnologyUnited States3.26%
Meta Platforms Inc Cl AUS EquityTechnologyUnited States2.24%
UnitedHealth Group IncUS EquityHealthcareUnited States2.09%
Caterpillar IncUS EquityIndustrial GoodsUnited States1.77%
BAE Systems PLCInternational EquityIndustrial GoodsEuropean Union1.55%
Alphabet Inc Cl AUS EquityTechnologyUnited States1.54%

Performance Data (As of April 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.03 8.41 19.10 10.93 17.89 1.65 8.33 9.88
Benchmark -1.84 6.75 18.70 8.25 18.76 7.92 9.85 10.74
Quartile Ranking 2 1 2 1 2 4 2 2

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 14.62 -22.33 10.01 28.42 22.86 -3.57 18.28 4.28 18.02 10.45
Benchmark 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97
Quartile Ranking 3 4 4 1 2 2 1 2 2 2

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