Mathews Cherian
San Francisco
18 years with Capital
Timothy D. Armour
Los Angeles
39 years with Capital
Tomoko Fortune
San Francisco
3 years with Capital
Caroline Jones
San Francisco
18 years with Capital
Harold H. La
Hong Kong
23 years with Capital
Reed Lowenstein
New York
23 years with Capital
Lara Pellini
London
20 years with Capital
Richmond Wolf
Los Angeles
16 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
Past results are not a guarantee of future results.
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 2022 and attributed to Capital Group, unless otherwise specified.
World Markets Review
Feike Goudsmit
Head of Client Group
Nordics, Benelux, France and
Middle East
Jaap Kraan
Relationship Manager
Netherlands and Nordics
Thomas van Onna, CFA
Relationship Manager
Netherlands and Nordics
Adinda Brouwer
Business Development Associate
Lediane Toledo
Senior Client Manager
Martin Hofman
Managing Director
Marketing Northern Europe
Elleke Reipen
Marketing Director
Sharina Abdoel
EU Client Group Assistant
As at 30 June 2022, Capital Group New Economy Fund (LUX) has adopted Sustainable Finance Disclosure Regulation (SFDR) article 8 requirements.
For France: Investors should note that, relative to the expectations of the Autorité des Marchés Financiers, this fund presents disproportionate communication on the consideration of non-financial criteria in its investment policy.
Data as at 31 December 2022 and attributed to Capital Group, unless otherwise specified.
Risk factors you should consider before investing:
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, Z).
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