Investment funds / non-KiwiSaver / Shares / Global
The Capital Group New Perspective Fund uses Capital Group as the investment manager for this Fund. Capital Group conducts in-depth proprietary company research and favours companies expected to benefit from structural trends in the global economy. Capital Group is one of the largest and most experienced investment management firms in the world. Since 1931 Capital Group has been focused on delivering superior, consistent results for long-term investors using high conviction portfolios, rigorous research and individual accountability. They have engaged Capital Group through its affiliate Capital International Management Sarl, which is the management company responsible for the operation of the Capital Group New Perspective Fund (LUX).
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.