Capital Group Asian Horizon Fund (LUX) | Capital Group

 

 

Capital Group Asian Horizon Fund (LUX)

Capital Group Asian Horizon Fund (LUX) represents the culmination of our 30+ years of investment experience in Asia ex-Japan markets. Building on our long history of successful investing in Asia, our local scale and presence as well as a flexible, high-conviction investment approach, the fund is designed to capture the most promising innovation growth opportunities in one of the most dynamic and fastest-growing regions of the world.

 

Why consider this fund?

In this video, Julie Dickson discusses the investment approach of Capital Group Asian Horizon Fund (LUX) and what makes it unique.

Julie Dickson is an investment director at Capital Group. She has 28 years of investment industry experience and has been with Capital Group for six years. Julie is based in London.

 

 

Key characteristics

Tapping into Capital Group’s 30+ years of investment experience in Asia ex Japan

A high conviction approach to capture unique and diversified sources of growth and innovation

A ‘New Geography’ approach to fully unlock Asia’s secular growth trends

A holistic investment approach to fully unlock
Asia’s secular growth trends

 

For illustrative purpose only. The actual asset allocation guidelines of the portfolio are set out in the prospectus and will depend on the convictions and investment opportunities available.

  1. Typical number of holdings in the portfolio.
  2. Typical active share of the portfolio. Active share is a measure of how much a portfolio differs from an index. Calculation: sum of the absolute value of the differences between the weight of each holding in the portfolio and the weight of each holding in the MSCI AC Asia ex-Japan index, divided by two.

 

Capital Group has the experience and scale for successful investing in Asia ex-Japan

1986

First investment in Asia ex-Japan

US$166bn

Current investments in Asia ex-Japan companies

4

Local offices in Shanghai3, Mumbai, Hong Kong and Singapore

114

Investment professionals based in Asia ex-Japan


3 Shanghai: consulting office

All information and opinions as at 31 December 2021. Source: Capital Group

Capital Group Asian Horizon Fund (LUX)

Tapping into Asia’s secular growth opportunities, with a global perspective.

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Risk factors you should consider before investing:
  • This material is not intended to provide investment advice or be considered a personal recommendation.
  • The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment.
  • Past results are not a guide to future results.
  • If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease. Currency hedging seeks to limit this, but there is no guarantee that hedging will be totally successful.
  • The Prospectus – together with any locally-required offering documentation – set out risks, which, depending on the fund, may include risks associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.