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Capital Group

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Company information
Capital Group

Information received directly from Fund Manager

Last amended date: Aug 2025

Assets under management
Total Screened Themed SRI Assets:
£494.10m (as at: Mar 2025)
Total Responsible Ownership Assets:
£2178850.90m (as at: Mar 2025)
Total Assets Under Management:
£2179344.00m (as at: Mar 2025)
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Fund Management Company Information

About The Business
Responsible ownership / stewardship policy or strategy (AFM company wide)

Finds fund management companies that have a published company wide stewardship, engagement and / or responsible ownership policy or strategy that covers all investments. Stewardship typically involves encouraging higher ESG standards through voting and dialogue.

ESG / SRI engagement (AFM company wide)

Find fund management companies that actively encourage higher 'environmental, social and governance' and/or 'sustainable and responsible investment' practices across investee companies - typically where the aim is to encourage positive change that is aligned with the best interests of investors. Strategies vary. See additional information and options.

Vote all* shares at AGMs / EGMs (AFM company wide)

Find fund managers that vote all* the shares they own at Annual General Meetings and Extraordinary General Meetings. A commitment to voting shares is a key indicator of 'responsible share ownership' demonstrating their support for or disagreement with management policy. (*situations can legitimately, occasionally occur where voting proves impossible, but in principle all shares should be voted.)

Responsible ownership policy for non SRI funds (AFM company wide)

Find funds run by fund managers that apply Responsible ownership or 'Stewardship' policies to all or most of their investment assets. This means active involvement (e.g. voting, dialogue) with the companies they invest in across funds (not normally limited to ethical or SRI options.) Read fund literature for further information.

Integrates ESG factors into all / most (AFM) fund research

Find fund management companies that consider environmental, social and governance (ESG) issues when deciding whether or not to invest in a company for all / almost all of their funds and other assets. This is increasingly seen as part of sound risk management.

In-house diversity improvement programme (AFM company wide)

Finds organisations / fund managers that have an in-house (company wide) diversity improvement programme - meaning that they are working to ensure that within their own businesses they employ people from diverse backgrounds - often typically focused on ethnicity and/or sex.

Diversity, equality & inclusion engagement policy (AFM company wide)

Find fund management companies that encourage the companies they invest in to have strong diversity, race, gender and other equality policies across all assets held, not simply screened or themed SRI/ESG funds. (ie Asset Management company wide).

Collaborations & Affiliations
PRI signatory

Find fund management companies that have signed up to the UN backed 'Principles of Responsible Investment'.

UKSIF member

Find fund management companies that are members of UKSIF - the UK Sustainable Investment and Finance association

Resources
In-house responsible ownership / voting expertise

Find fund management companies that employ people to steer and support fund managers in voting shares at company AGM's and EGMs in ways that are consistent with encouraging higher ESG/sustainability standards.

Employ specialist ESG / SRI / sustainability researchers

Find a fund management company that directly employs specialist ESG/SRI/sustainability researchers or analysts. This allows asset managers to discuss environmental, social and governance risks and opportunities directly with companies.

Use specialist ESG / SRI / sustainability research companies

Find fund management companies that makes use of expert external research companies. This can help deliver specialist expertise and means resources are pooled with other investors.

Accreditations
UK Stewardship Code signatory (AFM company wide)

Find fund managers that are signatories to the FRC UK Stewardship Code, which sets out a framework for constructive investor / investee relations where fund managers are encouraged to behave like responsible, typically longer term 'company owners'.

Engagement Approach
Engaging on climate change issues

Fund manager has stewardship /responsible ownership strategy that is focused on addressing climate change with investee assets.

Engaging with fossil fuel companies on climate change

Asset manager has a stewardship /responsible ownership strategy that involves working with fossil fuel companies on climate change related issues. See fund manager website for details.

Engaging to reduce plastics pollution / waste

Asset manager has stewardship /responsible ownership strategy with involves encouraging investee asset to reduce plastic waste and pollution.

Engaging to encourage responsible mining practices

Asset manager has a stewardship / responsible ownership policy that means they are working to encourage more responsible mining practices - where environmental and social issues are properly dealt with by the companies they invest in.

Engaging on biodiversity / nature issues

The asset manager has a responsible ownership / stewardship strategy that focuses on biodiversity and nature issues relating to the assets they invest the aim of which will be to reduce harm and or deliver improvement. Strategies vary. https://tnfd.global

Engaging on human rights issues

Asset manager has responsible ownership / stewardship strategy in place which aims to address human rights issues in investee companies (and potentially their suppliers) with the aim of raising standards

Engaging on labour / employment issues

Asset manager has responsible ownership / stewardship strategy in place that aims to improve labour standards for the benefit of employees in investee companies (and potentially their suppliers)

Engaging on diversity, equality and / or inclusion issues

Asset management company has a stewardship strategy in place which involves working to raise diversity, equality and inclusion standards across investee assets

Engaging on governance issues

Fund managers have stewardship strategies in place that focus on improving governance standards across investee assets

Engaging on responsible supply chain issues

Has a stewardship / responsible ownership strategy that encourages responsible supply chain - ie the managers will discuss environmental, social and governance issues with investee companies with the aim of raising standards

Transparency
Publish responsible ownership / stewardship report (AFM company wide)

Find fund management companies that publish a report detailing their responsible investment ownership - also known as 'Stewardship' - activity.

Full SRI / responsible ownership policy information on company website

Find companies that publish information about their sustainable and responsible investment strategies on their company website.

Publish full voting record (AFM company wide)

Fund management companies that publish a full record of how they vote their shares at AGMs (annual general meetings) and EGMs (extraordinary general meetings). Voting strategies have an important role to play encouraging higher environmental, social and governance standards.

Resources, Affiliations & Corporate Strategies:

ESG Resource

Capital Group has a robust governance structure in place that enables oversight and accountability for effective stewardship within the organization. The structure of our ESG resources reflects our integrated approach to ESG and includes the following in-house teams:

ESG Team: Capital Group has a dedicated 43-person ESG team, led by the global head of ESG and ESG Leadership Team, that partners with investment professionals on integrating ESG considerations into the investment process. Team members have experience in areas such as research and thought leadership, issuer engagement, proxy voting, ESG regulations, ESG data and reporting.

Within the global team, 30 specialists, each with distinct roles and areas of specialization, are responsible for partnering with the Investment Group to:

  • Produce thematic and sector-focused research that provides insight into key ESG themes and issues that are material.
  • Execute our stewardship efforts, including analyzing proxies and engaging companies, both in partnership with investors.
  • Employ an evidence-based approach to the analysis of material ESG risks and opportunities using data-driven tools.

The remaining 12 specialists provide leadership and experience on areas including our ESG monitoring process, ESG data and operations, and supporting client, product, industry and regulatory needs, as well as ESG content development and thought leadership.

Investment Group: More than 120 portfolio managers and 220 in-house analysts work to integrate material ESG considerations into their investment decision-making to help generate long-term value. As part of their fundamental investment research, they evaluate ESG-related and other issues that could impact a company's ability to generate long-term returns. Decisions are based on a holistic view of each issuer that incorporates the long-term prospects of the individual entity, as well as the context of markets, industries and geographies in which it operates.

Governance

The Capital Group Board of Directors and Capital Group Management Committee (CGMC) are responsible for setting and communicating the long-term strategy of the firm, including goals related to ESG and stewardship, as well as those affecting Capital Group’s own corporate sustainability goals.

Capital Group’s subsidiary Capital Research and Management Company’s (CRMC) Board of Directors (and related subsidiary boards) is responsible for investment management activity on behalf of CRMC’s clients. In fulfilling this responsibility, the CRMC board acts through investment policy, investment oversight and proxy voting committees, and the investment and operations teams.

The ESG Management Committee oversees the integration of ESG into our investment process and reviews our ESG strategy with the Capital Group Management Committee throughout the year. The group comprises a subset of our board, our global head of ESG and several senior leaders from across our business groups.

Signatory agreements and memberships

We are members and participants in a number of organizations and initiatives, including:

  • International Financial Reporting Standards (IFRS) Foundation / Participant since 2016, signed in 2017
  • Asian Corporate Governance Association (ACGA) / 2003
  • Council of Institutional Investors (CII) / 2004
  • The Investor Forum (UK) / 2014
  • Canadian Coalition for Good Governance (CCGG) / 2021

We are also signatories to several agreements such as the UN PRI, ISSB (incl. TCFD), as well as to the UK, Japan and Hong Kong stewardship codes. The full list of our signatories and memberships can be found on our website.

About The Business
Responsible ownership / stewardship policy or strategy (AFM company wide)

Finds fund management companies that have a published company wide stewardship, engagement and / or responsible ownership policy or strategy that covers all investments. Stewardship typically involves encouraging higher ESG standards through voting and dialogue.

ESG / SRI engagement (AFM company wide)

Find fund management companies that actively encourage higher 'environmental, social and governance' and/or 'sustainable and responsible investment' practices across investee companies - typically where the aim is to encourage positive change that is aligned with the best interests of investors. Strategies vary. See additional information and options.

Vote all* shares at AGMs / EGMs (AFM company wide)

Find fund managers that vote all* the shares they own at Annual General Meetings and Extraordinary General Meetings. A commitment to voting shares is a key indicator of 'responsible share ownership' demonstrating their support for or disagreement with management policy. (*situations can legitimately, occasionally occur where voting proves impossible, but in principle all shares should be voted.)

Responsible ownership policy for non SRI funds (AFM company wide)

Find funds run by fund managers that apply Responsible ownership or 'Stewardship' policies to all or most of their investment assets. This means active involvement (e.g. voting, dialogue) with the companies they invest in across funds (not normally limited to ethical or SRI options.) Read fund literature for further information.

Integrates ESG factors into all / most (AFM) fund research

Find fund management companies that consider environmental, social and governance (ESG) issues when deciding whether or not to invest in a company for all / almost all of their funds and other assets. This is increasingly seen as part of sound risk management.

In-house diversity improvement programme (AFM company wide)

Finds organisations / fund managers that have an in-house (company wide) diversity improvement programme - meaning that they are working to ensure that within their own businesses they employ people from diverse backgrounds - often typically focused on ethnicity and/or sex.

Diversity, equality & inclusion engagement policy (AFM company wide)

Find fund management companies that encourage the companies they invest in to have strong diversity, race, gender and other equality policies across all assets held, not simply screened or themed SRI/ESG funds. (ie Asset Management company wide).

Collaborations & Affiliations
PRI signatory

Find fund management companies that have signed up to the UN backed 'Principles of Responsible Investment'.

UKSIF member

Find fund management companies that are members of UKSIF - the UK Sustainable Investment and Finance association

Resources
In-house responsible ownership / voting expertise

Find fund management companies that employ people to steer and support fund managers in voting shares at company AGM's and EGMs in ways that are consistent with encouraging higher ESG/sustainability standards.

Employ specialist ESG / SRI / sustainability researchers

Find a fund management company that directly employs specialist ESG/SRI/sustainability researchers or analysts. This allows asset managers to discuss environmental, social and governance risks and opportunities directly with companies.

Use specialist ESG / SRI / sustainability research companies

Find fund management companies that makes use of expert external research companies. This can help deliver specialist expertise and means resources are pooled with other investors.

Accreditations
UK Stewardship Code signatory (AFM company wide)

Find fund managers that are signatories to the FRC UK Stewardship Code, which sets out a framework for constructive investor / investee relations where fund managers are encouraged to behave like responsible, typically longer term 'company owners'.

Engagement Approach
Engaging on climate change issues

Fund manager has stewardship /responsible ownership strategy that is focused on addressing climate change with investee assets.

Engaging with fossil fuel companies on climate change

Asset manager has a stewardship /responsible ownership strategy that involves working with fossil fuel companies on climate change related issues. See fund manager website for details.

Engaging to reduce plastics pollution / waste

Asset manager has stewardship /responsible ownership strategy with involves encouraging investee asset to reduce plastic waste and pollution.

Engaging to encourage responsible mining practices

Asset manager has a stewardship / responsible ownership policy that means they are working to encourage more responsible mining practices - where environmental and social issues are properly dealt with by the companies they invest in.

Engaging on biodiversity / nature issues

The asset manager has a responsible ownership / stewardship strategy that focuses on biodiversity and nature issues relating to the assets they invest the aim of which will be to reduce harm and or deliver improvement. Strategies vary. https://tnfd.global

Engaging on human rights issues

Asset manager has responsible ownership / stewardship strategy in place which aims to address human rights issues in investee companies (and potentially their suppliers) with the aim of raising standards

Engaging on labour / employment issues

Asset manager has responsible ownership / stewardship strategy in place that aims to improve labour standards for the benefit of employees in investee companies (and potentially their suppliers)

Engaging on diversity, equality and / or inclusion issues

Asset management company has a stewardship strategy in place which involves working to raise diversity, equality and inclusion standards across investee assets

Engaging on governance issues

Fund managers have stewardship strategies in place that focus on improving governance standards across investee assets

Engaging on responsible supply chain issues

Has a stewardship / responsible ownership strategy that encourages responsible supply chain - ie the managers will discuss environmental, social and governance issues with investee companies with the aim of raising standards

Transparency
Publish responsible ownership / stewardship report (AFM company wide)

Find fund management companies that publish a report detailing their responsible investment ownership - also known as 'Stewardship' - activity.

Full SRI / responsible ownership policy information on company website

Find companies that publish information about their sustainable and responsible investment strategies on their company website.

Publish full voting record (AFM company wide)

Fund management companies that publish a full record of how they vote their shares at AGMs (annual general meetings) and EGMs (extraordinary general meetings). Voting strategies have an important role to play encouraging higher environmental, social and governance standards.

ESG Resource

Capital Group has a robust governance structure in place that enables oversight and accountability for effective stewardship within the organization. The structure of our ESG resources reflects our integrated approach to ESG and includes the following in-house teams:

ESG Team: Capital Group has a dedicated 43-person ESG team, led by the global head of ESG and ESG Leadership Team, that partners with investment professionals on integrating ESG considerations into the investment process. Team members have experience in areas such as research and thought leadership, issuer engagement, proxy voting, ESG regulations, ESG data and reporting.

Within the global team, 30 specialists, each with distinct roles and areas of specialization, are responsible for partnering with the Investment Group to:

  • Produce thematic and sector-focused research that provides insight into key ESG themes and issues that are material.
  • Execute our stewardship efforts, including analyzing proxies and engaging companies, both in partnership with investors.
  • Employ an evidence-based approach to the analysis of material ESG risks and opportunities using data-driven tools.

The remaining 12 specialists provide leadership and experience on areas including our ESG monitoring process, ESG data and operations, and supporting client, product, industry and regulatory needs, as well as ESG content development and thought leadership.

Investment Group: More than 120 portfolio managers and 220 in-house analysts work to integrate material ESG considerations into their investment decision-making to help generate long-term value. As part of their fundamental investment research, they evaluate ESG-related and other issues that could impact a company's ability to generate long-term returns. Decisions are based on a holistic view of each issuer that incorporates the long-term prospects of the individual entity, as well as the context of markets, industries and geographies in which it operates.

Governance

The Capital Group Board of Directors and Capital Group Management Committee (CGMC) are responsible for setting and communicating the long-term strategy of the firm, including goals related to ESG and stewardship, as well as those affecting Capital Group’s own corporate sustainability goals.

Capital Group’s subsidiary Capital Research and Management Company’s (CRMC) Board of Directors (and related subsidiary boards) is responsible for investment management activity on behalf of CRMC’s clients. In fulfilling this responsibility, the CRMC board acts through investment policy, investment oversight and proxy voting committees, and the investment and operations teams.

The ESG Management Committee oversees the integration of ESG into our investment process and reviews our ESG strategy with the Capital Group Management Committee throughout the year. The group comprises a subset of our board, our global head of ESG and several senior leaders from across our business groups.

Signatory agreements and memberships

We are members and participants in a number of organizations and initiatives, including:

  • International Financial Reporting Standards (IFRS) Foundation / Participant since 2016, signed in 2017
  • Asian Corporate Governance Association (ACGA) / 2003
  • Council of Institutional Investors (CII) / 2004
  • The Investor Forum (UK) / 2014
  • Canadian Coalition for Good Governance (CCGG) / 2021

We are also signatories to several agreements such as the UN PRI, ISSB (incl. TCFD), as well as to the UK, Japan and Hong Kong stewardship codes. The full list of our signatories and memberships can be found on our website.

Funds

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