Global Equities
Launched on 31 March 1973 in the US, New Perspective is one of Capital Group’s most well-known global equity strategies.1
Capital Group New Perspective Strategy: A New Perspective on Global Investing
Portfolio manager, Jody Jonsson, discusses what makes Capital Group’s New Perspective strategy different, and outlines the reasons behind a focus on quality multinationals.
Identifying global champions of today and tomorrow
Our portfolio managers use bottom-up research to identify strong multinationals. We believe that investing in early-stage multinationals can potentially offer investors growth and investing in established multinationals can help provide resilience.
Capturing opportunities from changing global trade patterns
For over 50 years, the New Perspective strategy has stayed relevant by using bottom-up research to identify companies that have driven and benefited from changing global trade patterns, and economic and political relationships.
A high-conviction, repeatable, long-term approach using the Capital SystemTM
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
Capital Group New Perspective Fund (LUX)
Capital Group UK - New Perspective Fund
We're here with the support and solutions you need.
Don't hesitate to reach out if you have questions or need assistance.
Max Watson
Managing Director
UK Consultant Relations
+44 (0)20 7864 5987
Max.Watson@capitalgroup.com
Shannon Gaughan
Director UK & Ireland Institutional
+44 (0)20 7864 5687
Shannon.Gaughan@capitalgroup.com
Josh Conran
Managing Director
UK Institutional
+44 (0)20 7864 5816
Josh.Conran@capitalgroup.com
1. Capital Group New Perspective Fund (LUX), launched in October 2015, and Capital Group UK – New Perspective Fund, a UK-domiciled OEIC launched in July 2024, are part of the strategy, managed by the same experienced investment team.
All information is as at 30 June 2024 and attributed to Capital Group unless stated otherwise.
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.
- Some portfolios may invest in financial derivative instruments for investment purposes, hedging and/or efficient portfolio management.
- There are additional risks associated with these funds. See fund risks for more information.
Fund risks
Capital Group New Perspective Fund (LUX)
Counterparty risk: Other financial institutions provide services to the fund such as safekeeping of assets, or may serve as a counterparty to financial contracts such as derivatives. There is a risk the counterparty will not meet their obligations.
Emerging markets risk: Investments in emerging markets are generally more sensitive to risk events such as changes in the economic, political, fiscal and legal environment.
Equities risk: The prices of equity securities may decline in response to certain events, including those directly involving the companies whose securities are owned by the fund, overall market changes, local, regional or global political, social or economic instability and currency fluctuations.
Liquidity risk: In stressed market conditions, certain securities held by the fund may not be able to be sold at full value, or at all. This could cause the fund to defer or suspend redemptions of its shares, meaning investors may not have immediate access to their investment.
Operational risk: The risk of potential loss resulting from inadequate or failed internal processes, people and systems or from external events.
Sustainability risk: Environmental, social or governance event or condition that, if it occurs, could cause an actual or potential material negative impact on the value of an investment of the fund.
Fund risks
Capital Group UK – New Perspective Fund
Emerging markets risk: Investments in emerging markets are generally more sensitive to risk events such as changes in the economic, political, fiscal and legal environment.
Equities risk: The prices of equity securities may decline in response to certain events, including those directly involving the companies whose securities are owned by the fund, overall market changes, local, regional or global political, social or economic instability and currency fluctuations.
Sustainability risk: Environmental, social or governance event or condition that, if it occurs, could cause an actual or potential material negative impact on the value of an investment of the fund.