U.S. Equities
The investment team behind this fund
Barbara Burtin
Los Angeles
14 years with Capital
Noriko Chen
San Francisco
24 years with Capital
Patrice Collette
Singapore
23 years with Capital
Brady Enright
San Francisco
26 years with Capital
Jody Jonsson
Los Angeles
32 years with Capital
Rob Lovelace
Los Angeles
37 years with Capital
Andraz Razen
London
18 years with Capital
Steven Watson
Hong Kong
34 years with Capital
Anne-Marie Peterson
San Francisco
18 years with Capital
Kohei Higashi
Los Angeles
19 years with Capital
Research Portfolio
Research analysts are allocated
part of the fund assets to manage
The fund has adopted Sustainable Finance Disclosure Regulation (SFDR) article 8 requirements. The SFDR classification is related to the EU’s regulation and is not equivalent to approval or recognition as an ESG fund by regulators in Asia Pacific.
1. Index referenced is MSCI ACWI. Carbon footprint is based on weighted average carbon intensity.
Additional information on how this fund can help meet your clients’ needs
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 2023
U.S. Equities
Equity
U.S. Equities
Market Volatility
Bérenger de la Blache, CFA
Managing Director,
Financial Intermediaries & Institutional
Luxembourg, Belgium & France
Kim Pex
Managing Director,
Financial Intermediaries & Institutional
Luxembourg, Belgium & France
Zoé Lavaud
Business Development Associate
Financial Intermediaries & Institutional
Luxembourg, Belgium & France
Fatiha Benmaamar
Client Relations Manager
Luxembourg, Belgium & France
Grégoire Seron
Marketing Director
Luxembourg, Belgium & France
Marie Henquet
Client Group Assistant
Luxembourg, Belgium & France
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.
Risk factors you should consider before investing:
Counterparty risk: Other financial institutions provide services to the fund such as safekeeping of assets, or may serve as a counterparty to financial contracts such as derivatives. There is a risk the counterparty will not meet their obligations.
Emerging markets risk: Investments in emerging markets are generally more sensitive to risk events such as changes in the economic, political, fiscal and legal environment.
Equities risk: The prices of equity securities may decline in response to certain events, including those directly involving the companies whose securities are owned by the fund, overall market changes, local, regional or global political, social or economic instability and currency fluctuations.
Liquidity risk: In stressed market conditions, certain securities held by the fund may not be able to be sold at full value, or at all. This could cause the fund to defer or suspend redemptions of its shares, meaning investors may not have immediate access to their investment.
Operational risk: The risk of potential loss resulting from inadequate or failed internal processes, people and systems or from external events.
Sustainability risk: Environmental, social or governance event or condition that, if it occurs, could cause an actual or potential material negative impact on the value of an investment of the fund.
Data as at 31 December 2023 and attributed to Capital Group, unless otherwise specified.
In USD terms. Composite data is referenced for illustrative purposes only. Capital Group New Perspective Fund (LUX) has been a member of this composite since the beginning of November 2015.
Results referenced for the Capital Group New Perspective Composite, from inception at 31 March 1973 (net of fees, Z).
Index is MSCI All Country World Index (ACWI) (net dividends reinvested) from 30 September 2011; previously MSCI World (net dividends reinvested). Source: MSCI