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Capital Group New World (Lux) B USD Cap

Ranked 2 out of 21 in - Aggressive USD over 12 months
All calculations are in CHF unless stated

Managed by

Mark Denning

Mark E. Denning is an equity portfolio manager at Capital Group. He has over thirty years of investment experience, all with Capital Group. Earlier in his career at Capital, Denning had equity investment analyst responsibilities for companies based in Southeast Asia. He holds an MBA in finance and international business from Columbia Business School and a bachelor’s degree in economics from the London School of Economics. He is based in Los Angeles.

Bradford F. Freer

Nicholas Grace

Robert W. Lovelace

Robert Neithart

Robert Neithart is a fixed-income portfolio manager at Capital Group and chairman of the Fixed Income Management Committee and of Capital Strategy Research, Inc. Neithart manages a number of bond funds for the firm and his investment responsibilities cover global multi-currency fixed income, emerging market debt and global high income portfolios. He holds a bachelor’s degree in economics from Occidental College in Los Angeles and is a CFA Charter Holder.

Objective

The fund seeks to achieve long-term growth of capital by investing in common stocks of companies with significant exposure to countries with developing economies and/or markets. Many of these countries may be referred to as emerging countries or emerging markets. The fund may also invest in debt securities of issuers with exposure to these countries.

Showing fund performance in Switzerland View performance globally

Performance

Aggressive USD over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.2% 0.8% 7.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2017

Top 10 Holdings

Stock Size
Samsung Electronics Co Ltd ORD 2.04
Taiwan Semiconductor Manufacturing Co Ltd ORD 1.63
Alphabet Inc ORD 1.60
Tencent Holdings Ltd ORD 1.56
AIA Group Ltd ORD 1.47
HDFC Bank Ltd ORD 1.46
Reliance Industries Ltd ORD 1.39
Alibaba Group Holding Ltd DR 1.18
British American Tobacco PLC ORD 1.16
31/05/2017

Registered For Sale In

  1. Austria
  2. Germany
  3. Hong Kong
  4. Luxembourg
  5. Singapore
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date28/10/2016
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN LU1481180195

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).