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Risk factors you should consider before investing:
- The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment.
- Past results are not a guarantee of future results.
- If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease.
- The Prospectus and Product Highlights Sheet (“PHS”) set out risks, which, depending on the fund, may include risks associated with investing in fixed income, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.
All data as at 28 February 2020 in US$ terms, unless otherwise stated. All index returns include net dividends reinvested.
The Capital Group companies manage equity assets through three investment groups that make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organisation; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups. Assets under management totals may not reconcile due to rounding. Fixed income assets managed by Capital Fixed Income Investors.
As Capital Group New Economy Fund (LUX) was launched on 7 November 2019, a meaningful track record has yet to be established, so the investment results shown here are for the Capital Group New Economy Composite (defined as a single group of discretionary portfolios that collectively represent a particular investment strategy or objective). This is intended to illustrate our experience and capability in managing this strategy over the long term. Our Luxembourg fund has been a member of this composite since 1 December 2019.
5-year rolling returns: Annualized average 5-year returns for a specified time period of observation. Looking at a fund or strategy’s rolling returns will provide results that are smoothed over several periods across its history.
Internet of Things: The interconnection via the internet of computing devices embedded in everyday objects, enabling them to send and receive data.
NAV: Net asset value (NAV) measures the value of a fund’s assets, minus its liabilities. NAV is typically calculated on a per-share basis.
TER: Total expense ratio: A measure of the total costs associated with managing and operating an investment fund, also known as Management and Administration Fee. These costs consist primarily of management fees and expenses, such as trading, legal, and auditor fees.
UCITS: The Undertakings for the Collective Investment of Transferable Securities.
Upside-downside capture ratio: An upside capture ratio over 100 indicates a fund has generally outpaced the index during periods of positive returns for the index. A downside capture ratio of less than 100 indicates that a fund has lost less than the index in periods when the index has been negative.