Our ESG policy statement explains Capital Group's approach to integrating material environmental, social and governance considerations into our investment process and provides a high-level perspective on how we approach a range of stewardship topics.
We view proxies of companies held by the portfolios as significant fund assets and proxy voting as an integral part of the overall investment process.
Our procedures and principles summarize our views on various corporate governance proposals. Through the proxy voting process, we aim to protect the long-term financial interests of our investors.
Global proxy policy (PDF)
Our TCFD report details Capital Group's disclosures aligned to the recommendations of the Task Force on Climate-related Financial Disclosures. We will provide annual updates regarding our actions to address climate change.
TCFD report (PDF)
Our voluntary carbon market disclosure is made in accordance with the requirements of California Assembly Bill 1305. It provides details on the projects associated with voluntary carbon offsets purchased by Capital Group in the calendar year 2023.
Read answers to common questions we receive about our investment policies and procedures.
Please click on the relevant links below to view regulatory documents related to Separately Managed Account (SMA) services offered by Capital Research and Management Company. Please review the disclosures carefully as they provide important information about the services provided, fees, conflicts of interest and other topics relevant to SMA investors. Capital Research and Management Company serves solely as an investment adviser to these programs and does not act as the sponsor to any SMA program. Clients who enroll in SMA programs should also carefully review the Form CRS (Client Relationship Summary), ADV brochures and other program documents provided by the sponsor and/or their financial professional.
Form CRS (PDF)
ADV Brochure (PDF)
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.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
American Funds Distributors, 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.