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
Health Care
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
Risk factors you should consider before investing:
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.
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 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, 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