New World Fund | Capital Group

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

The fund focuses on capturing the long-term growth potential of developing economies. It provides flexible exposure to developing markets by investing in leading emerging market companies as well as multinational companies with significant exposure to the developing world.

Flexible and multidimensional
We believe a multidimensional, domicile-agnostic approach is an attractive way to access the growth potential of developing economies.

Broad, in-depth fundamental local and global research
Identifying the growth potential of developing economies requires an extensive local and global research network that emphasises on-the-ground research and long-term relationships with company management.

Attractive long-term risk-adjusted returns
The combination of global and local companies has helped deliver a more resilient portfolio with attractive long-term returns compared with both emerging markets and global equities.1


1. Capital Group New World Composite vs. MSCI Emerging Markets Index and MSCI All Country World Index. Past results are not a guarantee of future results.

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

Mark E. Denning Portfolio Manager Los Angeles office 35 years with Capital | 35 years in profession
Robert Lovelace
Robert W. Lovelace Portfolio Manager Los Angeles office 32 years with Capital | 32 years in profession
Carl Kawaja
Carl M. Kawaja Portfolio Manager San Francisco office 26 years with Capital | 31 years in profession
Robert H. Neithart Portfolio Manager Los Angeles office 30 years with Capital | 30 years in profession
Nicholas Grace
Nicholas J. Grace Portfolio Manager London office 24 years with Capital | 28 years in profession
Jonathan Knowles Portfolio Manager Singapore office 26 years with Capital | 26 years in profession
Wahid Butt Portfolio Manager London office 14 years with Capital | 26 years in profession
Bradford F. Freer Portfolio Manager Los Angeles office 24 years with Capital | 25 years in profession
Winnie Kwan
Winnie Kwan Portfolio Manager Hong Kong office 18 years with Capital | 21 years in profession
Chris Thomsen
Christopher Thomsen Portfolio Manager London office 20 years with Capital | 20 years in profession
Research Portfolio Research analysts are allocated part of the fund assets to manage

Morningstar Analyst Rating™ as at 18/04/2018. © 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). For more detailed information about Morningstar’s Analyst Rating™, including its methodology, please go to: For disclosure and detailed information about this fund, please refer to full Morningstar Global Fund Report at

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned November 2017) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on Product Assessments and at

The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.


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