KEY BENEFITS
Capture the growth potential of developing economies
The New World fund provides a pioneering approach to emerging market investing, aiming to achieve long-term capital growth for your clients with risk-adjusted returns
A flexible, domicile-agnostic approach
Combining emerging market leaders with developed market multinationals, for lower volatility
Established, bottom-up portfolio management
Experienced research from a dedicated global team, with a median of 31 years’ investment experience1
Attractive long-term growth opportunities
A proven investment strategy capturing long-term growth potential of developing economies
1. Years of investment experience as at 1 November 2023
THINGS TO CONSIDER
Working towards long-term growth while seeking to mitigate risk
While investing in emerging market equities offers investors growth potential, it still carries general investment, equities, and other risks that may cause your investment to decline or suffer losses.
Risk considerations
WHY INVEST IN THIS FUND
Widening the potential of emerging market opportunities
With a dedicated global team and a pioneering approach, the New World fund is designed to capture opportunities sometimes missed in traditional emerging market strategies.
The experience to deliver
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
Let's kickstart your client conversation
Additional information on how this fund can help meet your clients’ needs
- An innovative, domicile-agnostic approach
The New World fund offers a flexible portfolio that targets diverse emerging market opportunities based upon a company’s derived revenue and operations, rather than listed location. The fund invests in leading emerging market companies and developed multinationals with significant emerging market revenue. - Experienced portfolio management
Take advantage of the fund’s experienced global team, driving returns with bottom-up research and emerging market expertise. Capital Group seeks to capture the best ideas and empowers portfolio managers to invest in their highest convictions. - Proven success
Through a repeatable, long-term approach focused on reducing volatility, the strategy has offered investors a combination of higher returns and lower volatility2 compared to emerging market equities3 and global equities4 since its inception in 1999.
Considering the uncertain and volatile nature of today’s markets, the New World fund may be ideal for investors looking for the broadest possible exposure to emerging market opportunities, with lower volatility.
Despite the challenges of the current market environment, the case for emerging markets remains. As 2022 unfolds, the New World fund is well positioned to benefit from:
Major trends, such as the revival in travel demand, the growth of digital platforms and the acceleration of mobile technology – all of which are spurring the prospects of emerging markets
Rapid urbanisation and rising incomes across emerging markets
Investment opportunities driving innovation in emerging markets, as well as those catering to the underserved customer segments
The fund seeks to achieve long-term growth of capital by investing in common stocks of companies with significant exposure to countries with developing economies and/or markets. Many of these countries may be referred to as emerging countries or emerging markets. The fund may also invest in debt securities of issuers with exposure to these countries.
Building a diversified and flexible portfolio managed by a global team of experienced investment analysts, the New World fund is designed for investors who want to capture emerging market growth opportunities, with lower volatility.
Our 35+ year track record of investing in emerging markets, an experienced team of portfolio managers and analysts, and on-the-ground presence, allow us to uncover key investment opportunities in rapidly growing regions.
Taking the long view
We base our investment decisions on a long-term perspective, aligning our goals with the interests of your clients. Superior, long-term returns are our goal. The New World investment team are rewarded for their results, not the level of assets they manage.
Breadth of experience
Our process enables individual investment professionals to act on their highest convictions while limiting the risk associated with isolated decision-making. We draw on their experience to build the portfolio.
Deep, fundamental research
The scale and scope of our proprietary research, built over 90 years, allows us to uncover what we believe to be compelling investment opportunities for our clients*. Investment analysts conduct thousands of research visits globally every year. This research is then combined with comprehensive macro analysis. This approach has been essential to the results we have delivered to our investors.
*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.
Find out more about what this fund has to offer
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 one of the oldest global investors today.
Global investing credentials
US$2.2T
in total assets managed
28 years
average investment experience of our portfolio managers
US$1.7T
equity assets managed
Data as at 31 December 2022 and attributed to Capital Group, unless otherwise specified.
High conviction investments. Diverse perspectives.
The Capital SystemTM is designed to produce highly diverse portfolios that deliver consistent long-term results, a smoother ride and management continuity over a range of market conditions.
We believe ESG is key to successful investing. So we consider environmental, social and governance issues before we invest.
Explore insights to help you navigate today's market
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We're here with the support and solutions you need.
Don't hesitate to reach out if you have questions or need assistance.
Jorden Brown
Managing Director
Financial Intermediaries
(Australia & New Zealand)
+61 407 464 003
Jorden.Brown@capitalgroup.com
Douglas Frewin
Director Distribution
(QLD)
+61 476 901 279
Douglas.Frewin@capitalgroup.com
David Miller
Director, Distribution
(NSW)
+61 405 611 580
David.Miller@capitalgroup.com
Eliza Weaving
Director, Distribution
(VIC & SA)
+61 422 007 051
Eliza.Weaving@capitalgroup.com
Zoe Alexander
Director, Distribution
(VIC, TAS & WA)
+61 408 330 213
Zoe.Alexander@capitalgroup.com
Data as at 31 December 2022, in USD terms, and attributed to Capital Group, unless otherwise specified.
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 guide to 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.
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