The firm also announced a risk rating change for Capital Group Monthly Income PortfolioTM (Canada) and commencement of securities lending for its ETFs
TORONTO, May 20, 2026 /CNW/ – Capital International Asset Management (Canada), Inc. (“Capital Group Canada”) announced that it will lower management fees for the majority of its mutual fund and ETFs as of July 1, 2026. The new management fee rates will be applied to seven mutual funds and two ETFs, with fee reductions ranging between 10 bps and 24 bps.
“Capital Group has a long history of leveraging its distinct active management and global economies of scale to help investors reach their long-term financial goals. Small differences in investment outcomes – just a few basis points – can compound over a lifetime and drive vastly different experiences for people,” said Rick Headrick, president of Capital Group Canada. “By lowering our management fees on more than 90 percent of our mutual fund and ETF assets under management we’re able to share with our clients the benefits of our global scale.”
Headrick added, “Over the past several years, our business has continued to grow as more and more Canadian investors appreciate the long-term value of Capital Group’s active management. With global markets broadening, investors are seeing first-hand the potential opportunities which our global team of investment professionals brings to our strategies, backed by deep, research-driven active management and global investment capabilities.”
The new annual management fees for the funds are detailed below:
The annual management fee rates for Series F, Series FH and Series F4 of a mutual fund, as applicable, are as follows:
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Series F, FH and F4 |
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Annual management fee rate based on the |
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Mutual fund name |
On first $5 B |
$5 B – $10 B |
Over $10 B |
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Capital Group International Equity Fund™ (Canada) |
Until June 30, 2026 |
0.70 % |
0.67 % |
0.65 % |
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Effective July 1, 2026 |
0.58 % |
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Capital Group U.S. Equity Fund™ (Canada) |
Until June 30, 2026 |
0.60 % |
0.57 % |
0.55 % |
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Effective July 1, 2026 |
0.36 % |
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Capital Group Canadian Focused Equity Fund™ (Canada) |
Until June 30, 2026 |
0.65 % |
0.62 % |
0.60 % |
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Effective July 1, 2026 |
0.46 % |
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Capital Group Capital Income Builder™ (Canada) |
Until June 30, 2026 |
0.65 % |
0.62 % |
0.60 % |
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Effective July 1, 2026 |
0.54 % |
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Capital Group Global Balanced Fund™ (Canada) |
Until June 30, 2026 |
0.65 % |
0.62 % |
0.60 % |
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Effective |
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This post was originally published here
