(As of 1/31/2025)

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)
8.99 %
YTD Return 4.06 %
NAVPS
(2/14/2025)
$56.40
Change ($0.12) / -0.22 %
Growth of $10,000 (As of January 31, 2025)
MER 1.90 %
Assets ($mil) -
Rank (1Yr) 436/2016
Std Dev (3Yr) 15.16 %
Volatility Ranking (3Yr) 6/10
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

Capital Research and Management Company

Sub-Advisor

Capital Research and Management Company

 
Asset Allocation
(As of December 31, 2024)
Sector Allocation
(As of December 31, 2024)
Geographic Allocation
(As of December 31, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Broadcom IncUS EquityTechnologyUnited States5.83%
Taiwan Semiconductor Manufactrg Co LtdInternational EquityTechnologyAsia/Pacific Rim5.76%
Microsoft CorpUS EquityTechnologyUnited States3.89%
NVIDIA CorpUS EquityTechnologyUnited States2.72%
Eli Lilly and CoUS EquityHealthcareUnited States2.52%
Novo Nordisk A/S Cl BInternational EquityHealthcareEuropean Union2.25%
UnitedHealth Group IncUS EquityHealthcareUnited States2.11%
Meta Platforms Inc Cl AUS EquityTechnologyUnited States1.86%
Alphabet Inc Cl AUS EquityTechnologyUnited States1.80%
Amazon.com IncUS EquityConsumer ServicesUnited States1.72%

Performance Data (As of January 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.06 8.61 11.79 4.06 29.22 9.84 10.59 10.43
Benchmark 3.94 8.71 12.28 3.94 30.00 13.03 12.87 11.18
Quartile Ranking 3 2 2 3 1 2 2 1

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 27.06 14.62 -22.33 10.01 28.42 22.86 -3.57 18.28 4.28 18.02
Benchmark 26.84 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88
Quartile Ranking 1 3 4 4 1 2 2 1 2 2

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