Capital Group New Economy Fund (LUX) | Capital Group

 

 

 

Capital Group New Economy Fund (LUX)

Growth and innovation in an evolving global economy

 

The Capital Group New Economy strategy’s founding concept is as timely now as it was at its inception more than three decades ago: to capitalise on the profound shift from a manufacturing-dominated economy to one based on services and information companies.
In this video, investment director Andy Budden takes you on a journey to find out how the fund captures exciting opportunities of tomorrow’s growth with innovation.

Andy has 27 years of investment experience, in which 16 years are with Capital Group. He is based in Singapore.


Why consider Capital Group New Economy Fund (LUX)?


Capital Group New Economy Fund (LUX), a Luxembourg-domiciled UCITS fund now available to investors in Asia and Europe, is managed by the same experienced team and shares the same investment objectives as the strategy from the US.
Investors looking to tap into the latest trends in disruption and technology often expose themselves to greater volatility by targeting narrow themes or sectors. We take an active approach to identify hidden and fast-growing companies in one portfolio, which could offer investors reduced risk and increased diversification.
This approach has helped the strategy deliver consistently attractive results for our investors for over 35 years.

Capturing tomorrow’s growth with innovation

Fast-growing companies can define the economy of tomorrow where innovation is creating a wealth of opportunities today

Identifying companies at the forefront of change

Invests in companies, not themes, to identify early and hidden opportunities

Over 35 years of delivering attractive long-term results

Since launch, the strategy has returned 10.7% p.a.1 vs 8.7% p.a. for MSCI ACWI2

Bringing you hidden investment opportunities with bottom-up research


Our multi-disciplinary investment team has a deep knowledge of individual companies that has been developed over decades. This helps us to uncover the most compelling opportunities to meet our clients’ investment goals and discover emerging investment trends from a bottom-up perspective.

Capital Group New Economy Fund(LUX)

Growth and innovation in an evolving global economy

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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.

 

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.
  • 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 other Offering-related documents 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.
As at 30 April 2020 in USD terms. 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 Fund 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 became a member of this composite on 1 December 2019. Based on the composite of the strategy. Source: Capital Group
 
  1. Results shown for the Capital Group New Economy Composite are asset-weighted and based on initial weights and monthly returns (inception: 31 December 1983). 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. Source: Capital Group
  2. MSCI All Country World Index (net dividends reinvested) from 31 December 2000. Previously MSCI All Country World Index (gross dividends reinvested) from 31 December 1987. MSCI World Index (net dividends reinvested) from 31 December 1983. Source: MSCI
This information supplements or enhances required or recommended disclosure and presentation provisions of the GIPS® standards, which if not included herein, are available upon request. GIPS is a trademark owned by CFA Institute.