Emerging Markets Total Opportunities Fund | Capital Group

Capital Group Emerging Markets Total Opportunities Fund (AU)

The fund seeks to provide long-term growth and preservation of capital with lower volatility of returns than emerging market equities. It also has the flexibility to invest in developed market companies that derive a significant portion of their revenues from developing economies.

Power of choice
The fund’s multi-asset approach offers the flexibility to invest across the full spectrum of the emerging market investable universe.

A lower volatility approach to emerging markets
The broad opportunity set in equity and fixed-income securities helps to provide a smoother pattern of returns during periods of volatility1.

Benefit of experience from a pioneer in emerging market investing
Our knowledge gained through three decades of experience leads to a deeper understanding of the unique complexities inherent in emerging markets.

 

1. Over the period 1 February 2008-30 June 2017, CGETOP had volatility of 9.5% p.a. vs. 20.3% p.a. for the MSCI Emerging Markets Investable Market Index with net dividends reinvested. Volatility is based on daily observations, using a population standard deviation calculation. Sources: Capital Group, MSCI

Shaw Wagener
Shaw B. Wagener Portfolio Manager Los Angeles office 36 years with Capital | 36 years in profession
Luis de Oliveira
Luis Freitas de Oliveira Portfolio Manager Geneva office 24 years with Capital | 29 years in profession
Ric Torres Portfolio Manager London office 25 years with Capital | 25 years in profession
Steven G. Backes Portfolio Manager New York office 11 years with Capital | 24 years in profession
ETOP_fund_commentary

 

The Lonsec Rating (assigned as follows: WHT0053AU — June 2018) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Capital Group’s product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings

 

 


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