A prudent approach to international investing

Capital Group International Vantage strategy

INCEPTION DATE
January 1, 1987

IMPLEMENTATION
Consider as a core international allocation

OBJECTIVE
Seeks to provide prudent growth of capital and conservation of principal 

VEHICLES

American Funds® International Vantage Fund

Capital Group International Equity SMA

Focuses on companies with characteristics associated with long-term growth and resilience to market declines, including strong balance sheets and dividend payments.

Pursues prudent growth of capital and conservation of principal by investing in companies predominately based in developed markets that may offer attractive growth opportunities. 

SEEKING RESILIENCE

A focus on prudent growth of capital

The Capital Group International Vantage strategy has a proven track record of participating in rising markets, while seeking to provide relative protection on the downside by focusing on international growth companies with resilient characteristics.

IDENTIFYING LONG-TERM LEADERS IN A BROAD RANGE OF SECTORS

Examples of top holdings in the portfolios1

This graphic shows three examples of top holdings in the portfolio as part of identifying long-term leaders in a broad range of sectors and industries. Keyence is in Japan, in the information technology sector. Its market cap is $107,165 million. AIA is in Hong Kong, in the financials sector. Its market cap is $100,035 million. Novo Nordisk is in Denmark, in the health care sector. Its market cap is $355,355 million.

Sources: Bloomberg Index Services Limited and FactSet. As of December 31, 2023.

One investment strategy, multiple ways to invest

The first is American Funds International Vantage Fund, which is offered in various share classes designed for retirement plans, nonprofits, and other institutional and individual investors.

For high net worth clients, consider the Capital Group International Equity SMA, which has a similar objective as the fund and is managed by the same team of portfolio managers.

1Companies shown are among the top 20 holdings by weight in Capital Group International Vantage fund representative account* as of December 31, 2023. (Novo Nordisk, ASML, AstraZeneca, TotalEnergies, Safran, SAP, London Stock Exchange Group, Nestlé, Sika, EssilorLuxottica, L'Oréal, TSMC, Keyence, AIA Group, ABB, Engie, STMicroelectronics, Industria de Diseno Textil SA, LVMH Moet Hennessy Louis Vuitton, Air Liquide).

*Capital Group International Vantage Strategy is represented by the International Equity Composite, managed by Capital Group Private Client Services.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.
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On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

For the fund, portfolios are managed, so holdings will change. Certain fixed income and/or cash and equivalents holdings may be held through mutual funds managed by the investment adviser or its affiliates that are not offered to the public.

For the SMA holdings, portfolios are managed, so holdings will change. Holdings mentioned and their results are not representative of other holdings in the portfolio or the portfolio's results.

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