As at 30 June 2022, Capital Group New Economy Fund (LUX) has adopted Sustainable Finance Disclosure Regulation (SFDR) article 8 requirements.
For France: Investors should note that, relative to the expectations of the Autorité des Marchés Financiers, this fund presents disproportionate communication on the consideration of non-financial criteria in its investment policy.
Data as at 31 December 2021 and attributed to Capital Group, unless otherwise specified.
Risk factors you should consider before investing:
In USD terms. Capital Group New Economy Fund (LUX) was launched on 7 November 2019. The investment results shown here are for the Capital Group New Economy 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 has been a member of this composite since 1 December 2019.
Results shown for the Capital Group New Perspective Composite, from inception at 31 December 1983 (net of fees, Z).
Index is MSCI ACWI (net dividends reinvested) from 31 December 2000. Previously MSCI ACWI (gross dividends reinvested) from 31 December 1987; MSCI World Index (net dividends reinvested) from 31 December 1983. Source: MSCI