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
Jonathan Knowles
Singapore
31 years with Capital
Rob Lovelace
Los Angeles
37 years with Capital
Andraz Razen
London
18 years with Capital
Steven Watson
Hong Kong
33 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
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.
United Kingdom
Artificial Intelligence
World Markets Review
Data as at 31 December 2022 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
Risk factors you should consider before investing: