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.

Why consider the Capital Group New Economy Fund (LUX)?


The Capital Group New Economy Fund (LUX) takes a dynamic approach to growth investing. It is designed for investors looking for long-term growth through investments in some of the fastest growing sectors of the global economy. The fund focuses on companies that can benefit from innovation, exploit new technologies or provide products and services that meet the demands of an evolving global economy.

Capturing growth from diverse companies


Services and information-led companies
These businesses have emerged as fast-growing areas of the economy

Technologically advanced companies
Disruption has gathered pace, advanced by new technologies, data, the internet and scientific discoveries such as genetic sequencing

Innovative companies
Companies that demonstrate innovation through new products, services or business models

Powerful opportunity set

Investors could benefit from long-term exposure to companies that are driving economic progress

Designed to capture growth and innovation

A long-term growth-orientated strategy investing in high-growth companies and companies that can demonstrate the ability to innovate

Over 35 years of attractive long-term results

Since launch, the strategy has returned 11.1% p.a.1 vs 9.3% p.a. for MSCI ACWI2

Capital Group New Economy (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 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.
  • Depending on the strategy, risks may be 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 September 2019. 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 Capital Income Builder 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 will be a member of this composite from 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 1987. Previously MSCI World Index (net dividends reinvested) from 31 December 1983. Source: MSCI