2. The Fund may invest in emerging market securities and may be subject to additional risks arising from factors such as liquidity risks, currency risks/control, political and economic uncertainties, legal and taxation risks, settlement risks, custody risk and the likelihood of a high degree of volatility.
3. While the Fund uses derivative instruments in a prudent manner and only for hedging and/or efficient portfolio management purposes, in an adverse situation, derivative instruments may expose the Fund to a risk of significant loss.
4. The Fund may at its discretion pay dividends out of and/or effectively out of capital. This amounts to a return of part of an investor’s original investment or distribution of capital gains. This may result in an immediate reduction in the net asset value per share.
5. The currency hedging process used for currency hedged share classes may not give a precise hedge; there is no guarantee that hedging will be totally successful.
6. Investors should not make any investment decision solely based on this document.
Discover what Capital Group New Perspective Fund (LUX) can offer
Click below to watch video
KEY BENEFITS
A core global equity fund built for an evolving world
The New Perspective fund invests in early-stage and established multinational companies to help achieve long-term capital growth for you. Based on one of our most well-known global equity strategies from the US, which was launched in 1973, the New Perspective fund is managed by the same experienced team and follows the same flexible approach.
A portfolio that thrives with change
Focused on identifying and investing in companies best-placed to thrive in a dynamic global economy
Combining resilience and growth
Invests in multinationals that combine endurance with growth potential
A track record of success
For more than 50 years, the strategy has proven its ability to weather different market conditions
THINGS TO CONSIDER
Working toward long-term growth while considering risks
While investing in global equities offers investors growth potential, it still carries general investment, equities, and other risks that may cause your investment to decline or suffer losses.
Risk considerations
WHY INVEST IN THIS FUND
A fund that is well-positioned for change
Jody Jonsson, portfolio manager, discusses on the various secular trends which Capital Group's New Perspective strategy has invested in over the past 50 years, and highlights why this portfolio could probably thrive in any market environment.
WHY CAPITAL GROUP
A leader in global investing
For more than 90 years, we’ve been searching the world for long-term opportunities, making Capital Group one of the oldest global investors today.
Global investing credentials
US$2.5T
in total assets managed
28 years
average investment experience of our portfolio managers
US$2.0T
equity assets managed
Data as at 31 December 2023
High conviction investments. Diverse perspectives.
The Capital SystemTM is designed to produce highly diverse portfolios that deliver consistent long-term results, a smoother ride and management continuity over a range of market conditions.
We believe ESG is key to successful investing. So we consider environmental, social and governance issues before we invest.
Explore insights to help you navigate today's market
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Market Volatility
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Find out more about what this fund has to offer
To find out more, talk to your financial adviser, or visit our How To Subscribe page.
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 guarantee of 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.
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 2023 and attributed to Capital Group, unless otherwise specified.
This material has not been reviewed by the Securities and Futures Commission of Hong Kong.