Capitals Express Investments Capital Income Builder™ (Canada)

Celebrating 5 years of equity-income investing for Canadians

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Capital Income Builder
Why Capitals Express Investments
Fund literature
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HISTORY

An endowment-like approach

Over 35 years ago in the U.S., the Capital Income Builder strategy was launched to provide investors with an endowment-like experience.

The vision was to seek: 

Above-average
current income

Income growth
over time

Downside protection

5 YEARS IN CANADA

In October 2018, we introduced Capital Income Builder to Canadian investors.

 

FUND OVERVIEW

The fund is globally diversified, focused on prudently generating a growing stream of income and current income that exceeds the yield paid on U.S. companies in general. It takes a flexible equity-income approach using a mix of stocks and bonds, with the potential to lead to equity-like returns with less volatility than global markets.

STRICT METHODOLOGY

A disciplined eligibility process

Capital Income Builder’s investment professionals adhere to a strict methodology to select equities that meet strict income and income-growth requirements, investing globally across the spectrum of dividend payers and growers.

A global team of analysts seeks out the best dividend opportunities from around the world. 

Investment analysts review 20 years of dividend history and forecast three-year dividend growth.

Portfolio managers carefully review and select companies from those that emerge from the eligibility process.

A flexible, multi-asset approach

As a multi-asset fund, Capital Income Builder navigates different market environments driven by the availability of income.

It has the flexibility to add high-quality bonds with negative or low correlations to dividend stocks, to help add stable sources of income in pursuit of its objectives.

Built by experienced and proven portfolio managers

The mandate’s 12 portfolio managers have a median of 30 years of investment experience.

70 investment analysts, with 16 years of median experience, also manage a portion of the portfolio.

The Capital System™ enables individual investment professionals to act on their highest convictions, while limiting the risk associated with isolated decision making.

Portfolio management team size as of November 20, 2023.
Research Portfolio (analyst team) information and investment professional years of experience as of December 31, 2022.

Why Capitals Express Investments for equity-income investing?

Deep history
Capitals Express Investments has managed equity-income strategies for 50 years.

1973

First equity-income strategy launched for U.S. investors

1987

Capital Income Builder first offered to U.S. investors

US$674 billion

Managed in dividend-focused mandates worldwide (as of December 31, 2022).

Fund literature

Overview (for advisors)
Fund spotlight brochure (for advisors)
Quarterly portfolio review (for advisors)
Regulatory documents

Take the next step

Connect with our dedicated sales team.

Let’s talk about how Capital Income Builder can help your clients reach their goals.

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INSIGHTS

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For advisor use only. Not for use with investors.

This content is confidential and designed for the exclusive use of registered dealers and their representatives. Canadian securities legislation, including National Instrument 81-102, prohibits its distribution to investors, potential investors or the general public. It is not intended to be a sales communication, as defined in the Instrument, and has not been designed to comply with its requirements relating to sales communications.

Views expressed regarding a particular company, security, industry or market sector should not be considered an endorsement or an indication of trading intent of any investment funds managed by Capital International Asset Management (Canada), Inc. These views should not be considered as investment advice or as a recommendation to buy or sell.

Capitals Express Investments funds are available in Canada through registered dealers. Funds may not be available for distribution by all dealer firms. Please confirm with your home office whether our funds are among your firm's approved offerings.

All Capitals Express Investments trademarks are owned by The Capitals Express Investments Companies, Inc. or an affiliated company in Canada, the U.S. and other countries.

Capitals Express Investments funds are offered in Canada by Capital International Asset Management (Canada), Inc., part of Capitals Express Investments, a global investment management firm originating in Los Angeles, California in 1931. Capitals Express Investments manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.