For Financial Professional use only
As at 30 June 2022, Capital Group New Economy Fund (LUX) has adopted Sustainable Finance Disclosure Regulation (SFDR) article 8 requirements.
Data as at 31 December 2021 and attributed to Capital Group, unless otherwise specified.
- Carbon footprint target is based on weighted average carbon intensity. Index: MSCI All Country World Index.
- As at 30 June 2022 in USD terms. Capital Group New Economy Fund (LUX) was launched on 7 November 2019. The investment results referenced 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. Since launch, the strategy has returned 10.6% p.a. vs. 9.1% p.a. for MSCI ACWI. Results for the Capital Group New Economy Composite are asset-weighted and based on initial weights and monthly returns. Net of management fees and expenses for a representative Luxembourg fund share class (Z), applying the maximum Total Expense Ratio (TER). Please visit capitalgroup.com for further details. The index is MSCI All Country World Index (net dividends reinvested) from 31 December 2000. Previously MSCI All Country World Index (gross dividends reinvested) from 31 December 1987; MSCI World Index (net dividends reinvested) from 31 December 1983.
- Companies that have any ties to cluster munitions, landmines, biological/chemical weapons, depleted uranium weapons, blinding laser weapons, incendiary weapons, nuclear weapons and/or non-detectable fragments.
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 and Key Investor Information Document 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.