New Perspective Fund / New Perspective Fund Hedged | Capital Group

Capital Group New Perspective Fund (AU) / Capital Group New Perspective Fund Hedged (AU)

The fund follows a time-tested approach that aims to benefit from changing patterns of world trade, focusing on established or early-stage multinationals that are innovative and have strong balance sheets and diverse sources of revenue.

A global approach
The fund's global mandate gives portfolio managers the flexibility to respond to investment opportunities anywhere in the world.

Multinational companies often stand to gain from changing global trade and investment trends, and have the potential to deliver long-term growth of capital. The resilience of these companies could also offer a measure of stability during down markets.

Multiple perspectives
Capturing these opportunities require globally integrated research and multiple perspectives. Our portfolio is built with our highest-conviction ideas through fundamental, bottom-up investing.

The fund is managed by the same team as the US strategy.

Robert Lovelace
Robert W. Lovelace Portfolio Manager Los Angeles office 32 years with Capital | 32 years in profession
Steven Watson
Steven T. Watson Portfolio Manager Hong Kong office 28 years with Capital | 30 years in profession
Jody Jonsson
Jody Jonsson Portfolio Manager Los Angeles office 27 years with Capital | 29 years in Profession
Noriko Chen
Noriko Honda Chen Portfolio Manager San Francisco office 19 years with Capital | 27 years in Profession
Jonathan Knowles Portfolio Manager Singapore office 26 years with Capital | 26 years in profession
Brady Enright
Brady L. Enright Portfolio Manager San Francisco office 21 years with Capital | 26 years in Profession
Research Portfolio Research analysts are allocated part of the fund assets to manage

The pace of change for global investors has never been more rapid. With changing international trade patterns, it’s challenging to stay alert to the opportunities that are arising. We believe a research-driven approach is key to identifying the winners of tomorrow.

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Morningstar Awards 2018 (c). Morningstar, Inc. All Rights Reserved. Awarded to Capital Group New Perspective Fund for the Undiscovered Manager Category, Australia.


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