Portfolio Manager/Investment Analyst
San Francisco office
Equity Portfolio Manager
San Francisco office
Portfolio Manager/Investment Analyst
San Francisco office
Portfolio Manager
Hong Kong office
Portfolio Manager
New York office
Equity Portfolio Manager
London office
Equity Portfolio Manager & Analyst
Los Angeles office
Research analysts are allocated part of the fund assets to manage
Additional information on how this fund can help meet your clients’ needs
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.
Data as at 31 December 2024
Toby Chan
Head of Client Group
Hong Kong & Greater China
Henry Chan
Managing Director
Financial Intermediaries
Hong Kong & Greater China
William Yu
Director
Financial Intermediaries
Greater China
Leo Lee
Associate Director
Financial Intermediaries
Greater China
Risk factors you should consider before investing:
Capital Group New Economy Fund (LUX) has adopted Sustainable Finance Disclosure Regulation (SFDR) article 8 requirements. The SFDR Classification is related to the European Union’s regulation and is not equivalent to approval or recognition as an ESG fund by regulators in Asia Pacific.
Data as at 31 December 2023 and attributed to Capital Group, unless otherwise specified.
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, B).
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