World Markets Review
The investment team behind this fund
Barbara Burtin
Los Angeles
13 years with Capital
Noriko Chen
San Francisco
23 years with Capital
Patrice Collette
Singapore
22 years with Capital
Brady Enright
San Francisco
25 years with Capital
Jody Jonsson
Los Angeles
31 years with Capital
Jonathan Knowles
Singapore
30 years with Capital
Rob Lovelace
Los Angeles
36 years with Capital
Andraz Razen
London
17 years with Capital
Steven Watson
Hong Kong
32 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
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.
*Capital Group manages equities through three investment divisions that 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
Markets & Economy
World Markets Review
Data as at 31 December 2022 and attributed to Capital Group, unless otherwise specified.
Risk factors you should consider before investing:
In USD terms. Composite data is shown for illustrative purposes only. Capital Group New Perspective Fund (LUX) has been a member of this composite since the beginning of November 2015.
Results shown for the Capital Group New Perspective Composite, from inception at 31 March 1973 (net of fees, Z). Source: Capital Group
Index is MSCI All Country World Index (ACWI) (net dividends reinvested) from 30 September 2011; previously MSCI World (net dividends reinvested). Source: MSCI