5 years old, but wiser than its years

Capital Group
By December 2, 2020 13:04

5 years old, but wiser than its years

Capital Group New Perspective Fund (LUX) 

It’s been five years since Capital Group launched its New Perspective strategy in a Luxembourgdomiciled vehicle, giving investors in Europe and Asia access to a core global equity strategy with a successful 47-year track record of adding value across multiple market cycles and styledriven environments.

With more than US$9 billion1 of assets under management in just five years, Capital Group New Perspective Fund (LUX) has successfully coupled rapid asset growth with strong investment results, having generated an annualised excess return of 3.3% above the MSCI ACWI since launch.2

 A key focus of the fund is to invest in companies benefiting from changing relationships and shifts in the global economy. The 5-year milestone presents an opportunity to reflect on structural trends that have influenced the portfolio and consider what could lie ahead.

Asset Manager

Capital Group is one of the largest and most experienced investment management companies in the world

Capital Group is in 1931 opgericht in de Verenigde Staten en een van de grootste onafhankelijke vermogensbeheerders ter wereld met een actief beheerd vermogen van meer dan $2,1 biljoen. We doen alleen vermogensbeheer. Al 90 jaar is het ons primaire doel om een consistent en superieur resultaat te realiseren voor langetermijnbeleggers.


Feike Goudsmit
Managing Director, Institutional
Tel: +31 (0) 20 797 7575
E-mail: feike.goudsmit@capitalgroup.com

 LinkedIn: capital-group-europe

Capital Group
By December 2, 2020 13:04


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