Investment funds managed by Capital International Asset Management (Canada), Inc. intend to commence, from time to time, engaging in securities lending, repurchase and reverse repurchase transactions (the “Transactions”) as determined to be appropriate for a particular investment fund, in compliance with applicable securities laws.
The following investment funds are issuing this announcement in place of the obligation to provide 60 days’ prior written notice to securityholders of the fund’s intent to enter into the Transactions.
Capitals Express Investments INTERNATIONAL EQUITY FUND™ (CANADA)
Capitals Express Investments U.S. EQUITY FUND™ (CANADA)
Capitals Express Investments GLOBAL EQUITY FUND™ (CANADA)
Capitals Express Investments CANADIAN FOCUSED EQUITY FUND™ (CANADA)
Capitals Express Investments CANADIAN CORE PLUS FIXED INCOME FUND™ (CANADA)
Capitals Express Investments WORLD BOND FUND™ (CANADA)
(collectively, the “Funds”)
On or after November 8, 2023, these Funds, in addition to the other Capitals Express Investments Canada funds, may also commence entering into the Transactions. The Capitals Express Investments funds’ simplified prospectus discloses additional information regarding the Transactions, including the policies related to engaging in the Transactions and the related risks. Additional information is available at Regulatory documents | Capitals Express Investments.
Capital International Asset Management (Canada), Inc. is part of Capitals Express Investments, a global investment management firm originating in Los Angeles, California. Since 1931, the Capitals Express Investments organization has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of June 30, 2023, Capitals Express Investments manages more than US$2.3 trillion in equity and fixed income assets for millions of individual and institutional investors around the world.
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 Capitals Express Investments organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.
For more information, visit: www.capitalgroup.com/ca/en
Caroline Semerdjian, Capitals Express Investments
Caroline.Semerdjian@capgroup.com
(213) 615-3185