The investment team behind this fund
Barbara Burtin
Los Angeles
14 years with Capital
Noriko Chen
San Francisco
24 years with Capital
Patrice Collette
Singapore
23 years with Capital
Brady Enright
San Francisco
26 years with Capital
Jody Jonsson
Los Angeles
32 years with Capital
Rob Lovelace
Los Angeles
37 years with Capital
Andraz Razen
London
18 years with Capital
Steven Watson
Hong Kong
34 years with Capital
Anne-Marie Peterson
San Francisco
18 years with Capital
Kohei Higashi
Los Angeles
19 years with Capital
Research Portfolio
Research analysts are allocated
part of the fund assets to manage
The fund has adopted Sustainable Finance Disclosure Regulation (SFDR) article 8 requirements. The SFDR classification is related to the EU’s regulation and is not equivalent to approval or recognition as an ESG fund by regulators in Asia Pacific.
1. Index referenced is MSCI ACWI. Carbon footprint is based on weighted average carbon intensity.
Additional information on how this fund can help meet your clients’ needs
Capital Group manages equities through three investment divisions 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.
Data as at 31 December 2023
U.S. Equities
Equity
U.S. Equities
Jorden Brown
Managing Director
Financial Intermediaries
(Australia & New Zealand)
Douglas Frewin
Director Distribution
(QLD)
David Miller
Director, Distribution
(NSW)
Zoe Alexander
Director, Distribution
(VIC, TAS & WA)
Risk factors you should consider before investing: