1. Years of investment experience as at 1 November 2023
The investment team behind this fund
Bradford F. Freer
London
28 years with Capital
Dawid Justus
London
17 years with Capital
Carl Kawaja
San Francisco
30 years with Capital
Jonathan Knowles
Singapore
31 years with Capital
Winnie Kwan
Hong Kong
23 years with Capital
Rob Lovelace
Los Angeles
37 years with Capital
Piyada Phanaphat
Hong Kong
14 years with Capital
Akira Shiraishi
Los Angeles
18 years with Capital
Kirstie Spence
London
27 years with Capital
Tomonori Tani
San Francisco
18 years with Capital
Lisa Thompson
New York
27 years with Capital
Christopher Thomsen
London
24 years with Capital
Matt Hochstetler
San Francisco
9 years with Capital
Research Portfolio
Research analysts are allocated
part of the fund assets to manage
Additional information on how this fund can help meet your clients’ needs
*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 2022 and attributed to Capital Group, unless otherwise specified.
World Markets Review
Jorden Brown
Managing Director
Financial Intermediaries
(Australia & New Zealand)
Douglas Frewin
Director Distribution
(QLD)
David Miller
Director, Distribution
(NSW)
Eliza Weaving
Director, Distribution
(VIC & SA)
Zoe Alexander
Director, Distribution
(VIC, TAS & WA)
Data as at 31 December 2022, in USD terms, and attributed to Capital Group, unless otherwise specified.
Risk factors you should consider before investing:
The information in relation to the index is provided for context and illustration only. The fund is an actively managed UCITS. It is not managed in reference to a benchmark. Past results are not a guarantee of future results.
Data from 30 June 1999 to 31 December 2021 in US$ terms.
Composite data is shown for illustration purposes only. Capital Group New World Fund (LUX) has been a member of this composite since November 2016.
2. Results shown for the Capital Group New World Composite are asset-weighted and based on initial weights and monthly results. Net of management fees and expenses for a representative Luxembourg fund share class Z, applying the maximum Total Expense Ratio (TER). Please visit capitalgroup.com for further details.
3. MSCI Emerging Markets (EM) Index with net dividends reinvested. Prior to 31 December 2000, MSCI EM Index with gross dividends reinvested. Source: MSCI
4. MSCI All Country World Index (ACWI) with net dividends reinvested. Prior to 31 December 2000, MSCI ACWI with gross dividends reinvested. Source: MSCI