KEY BENEFITS
A core global equity fund built for an evolving world
New Perspective is designed to be a core equity solution for long‑term investors. The fund invests in multinational companies from across the globe, without favouring any single region or theme. It is based on one of Capital Group’s most established global equity strategies and follows the same flexible, time‑tested approach.
A portfolio that thrives with change
The fund seeks companies that are well-positioned to benefit from major transformational shifts in the global economy, such as advances in technology, health care and industrial innovation
Invest in tomorrow’s global leaders
The portfolio brings together emerging global companies that offer meaningful long term growth opportunities, alongside established multinationals that can help provide stability and resilience
Pursuing long-term value
The fund is managed by the same team behind the New Perspective strategy launched in 1973, a team with decades of experience investing through many market cycles
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Why invest in this fund?
Capital Group New Perspective Fund (LUX): A new perspective on global investing
In this short video, portfolio manager Barbara Burtin shares why multinational companies are better equipped to adapt to global shifts, and how this time-tested strategy has successfully navigated decades of market change.
The experience to deliver
The investment team behind this fund
Aline Avzaradel
Portfolio Manager
San Francisco office
Years of CG Experience: 21
Barbara Burtin
Portfolio Manager/Analyst
Los Angeles office
Years of CG Experience: 17
Noriko Chen
Equity Portfolio Manager
San Francisco office
Years of CG Experience: 27
Patrice Collette
Capital Group Portfolio Manager
Luxembourg office
Years of CG Experience: 26
Brady Enright
Equity Portfolio Manager
San Francisco office
Years of CG Experience: 29
Kohei Higashi
Portfolio Manager
Los Angeles office
Years of CG Experience: 22
Rob Lovelace
Equity Portfolio Manager and Chair, Capital International, Inc.
Los Angeles office
Years of CG Experience: 40
Anne-Marie Peterson
Equity Portfolio Manager
San Francisco office
Years of CG Experience: 21
Andraz Razen
Portfolio Manager
London office
Years of CG Experience: 21
Steve Watson
Equity Portfolio Manager
Hong Kong office
Years of CG Experience: 36
Research Portfolio
Research analysts are allocated part of the fund assets to manage
WHY CAPITAL GROUP
A leader in global investing
For more than 90 years, we’ve been searching the world for long-term opportunities, making Capital Group one of the oldest global investors today.
Global investing credentials
High conviction investments. Diverse perspectives.
The Capital SystemTM combines independent, high-conviction decision-making with the diversity that comes from multiple perspectives.
We believe ESG is key to successful investing. So we consider environmental, social and governance issues before we invest.
Find out more about what this fund has to offer
To find out more, talk to your financial adviser, or visit our How To Subscribe page.
Risk factors you should consider before investing:
- This material is not intended to provide investment advice or be considered a personal recommendation.
- 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. Currency hedging seeks to limit this, but there is no guarantee that hedging will be totally successful.
- The Prospectus – together with any locally-required offering documentation – set out risks, which, depending on the fund, may include risks associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.
- Some portfolios may invest in financial derivative instruments for investment purposes, hedging and/or efficient portfolio management.
Capital Group manages equity assets through three investment groups. These groups 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.
Data as at 31 December 2025 and attributed to Capital Group, unless otherwise specified.
This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.