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Capital Global Equity

Model Provider

Capital International, Inc.

Location

Los Angeles, CA, USA

Model Asset Class

Global Equity

Model Fee

35 bps

Model Type

SMA

Model Overview

  • Capital International, Inc., the investment adviser managing the model portfolio for this strategy, is part of Capital Group Companies. Capital Group ranks among the world’s oldest and largest investment management organizations, with $1.5 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia and Europe. Capital Group offers a range of products, including more than 40 mutual funds through its subsidiary, American Funds, as well as separately managed accounts (or collective investment trusts), private equity, investment services for high net worth investors in the U.S., and a range of other offerings for institutional clients and individual investors globally.


  • This model portfoio's primary investment objective is to achieve long-term growth of capital. Future income is a secondary objective. The strategy is mainly invested in blue chip stocks in the U.S. and abroad, emphasizing multinational or global companies and focusing on opportunities generated by changes in global trade patterns and economic and political relationships. The SMA portfolio invests primarily in equity and equity-related securities, and is generally comprised of approximately 90-110 positions. A long-term buy-and-hold approach has the benefit of low turnover, which typically results in greater tax efficiency than strategies with higher turnover.

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