Morningstar

Capital Group Global Equity Canada F

Overview

    • NAV

      64.87

    • 1-Day Return

      0.20%

    • Fund Size

      14.2 Bil

    • MER

      0.800%

    • Category

      Canada Fund Global Equity

    • Share Class Type

      Fee-based Advice

    • Investment Style

      Large Growth

    • TTM Yield

      0.44%

    • Turnover

      37%

    • Min. Initial Investment

      500

    • Risk Level

      Medium

    • Status

      Open

    • Inception Date

      Nov 01, 2002

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
19.34
5.44
19.62
-2.45
24.22
29.84
11.22
-21.47
15.89
28.47
5.53
Category
11.85
3.32
13.58
-4.46
19.34
12.46
16.27
-14.08
16.19
21.92
4.18
Index
18.09
5.07
16.34
-1.17
20.52
14.59
17.27
-11.94
18.85
27.41
5.75
Quartile Rank
Quartile Rank is first
Quartile Rank is second
Quartile Rank is first
Quartile Rank is second
Quartile Rank is first
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is first
Quartile Rank is second
Percentile Rank
19
34
12
32
16
8
86
86
42
16
33
# of Invest. in Cat.
1,302
1,334
1,525
1,721
2,086
2,041
1,857
1,918
1,920
1,785
1,323
Category Name
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity

Price

Cost Illustration

Selected Option

Alternative Options

Sustainability

ESG Risk Rating

2/5

Corporate Sustainability Score
21.16 21.59
Sovereign Sustainability Score
11.64 11.70
Low Carbon Designation

Low Carbon

Carbon Risk Score
7.81

Strategy

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. The Fund relies on the professional judgment of its subadvisor to make decisions about the Fund’s portfolio investments. The Fund may invest its assets on a global basis, primarily in common stocks, including growth-oriented stocks, in depositary receipts and may invest in issuers in developed countries or developing countries.

Related Investments

Investment Name
Ticker
Inception
Net Assets
Front Load %
Deferred Load %
Expense Ratio %
Minimum Initial Purchase
12b-1 Actual
Purchase Constraint
Shareclass Attributes
Capital Group Global Equity Canada A
Capital Group Global Equity Canada A
CIF1843
Nov 01, 2002
—
—
—
—
500.00
—
—
—
Capital Group Global Equity Canada A
Capital Group Global Equity Canada A
CIF843
Nov 01, 2002
3.20 Bil
—
—
—
500.00
—
—
—
Capital Group Global Equity Canada D
Capital Group Global Equity Canada D
CIF833
Nov 01, 2002
118.75 Mil
—
—
—
500.00
—
—
—
Capital Group Global Equity Canada D
Capital Group Global Equity Canada D
CIF1833
Nov 01, 2002
—
—
—
—
500.00
—
—
—
Capital Group Global Equity Canada F
Capital Group Global Equity Canada F
CIF1823
Nov 01, 2002
—
—
—
—
500.00
—
—
—
Capital Group Global Equity Canada F
Capital Group Global Equity Canada F
CIF823
Nov 01, 2002
9.26 Bil
—
—
—
500.00
—
—
—
Capital Group Global Equity Canada F4
Capital Group Global Equity Canada F4
CIF8823
Jul 31, 2017
187.54 Mil
—
—
—
5.00 k
—
—
—
Capital Group Global Equity Canada I
Capital Group Global Equity Canada I
CIF813
Nov 01, 2002
1.35 Bil
—
—
—
—
—
T Institutional
—
Capital Group Global Equity Canada T4
Capital Group Global Equity Canada T4
CIF8843
Jul 31, 2017
31.57 Mil
—
—
—
5.00 k
—
—
—

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