Equity
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
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
Equity
Global Equities
Global Equities
Equity
Equity
Equity
Suyin Tan
Managing Director
Singapore & Southeast Asia
Vanessa Huang
Director
Singapore & Southeast Asia
Kenneth Goh
Associate Director
Singapore & Southeast Asia
Debbie Chua
Associate Director
Singapore & Southeast Asia
Risk factors you should consider before investing:
The information in relation to the index is provided for context and illustration only. The fund is an actively managed UCITS. It is not managed in reference to a benchmark.
Data as at 31 December 2023 and attributed to Capital Group, unless otherwise specified.
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, B).
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