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Capital Group New World Class Z - Accumulation (GBP)

Sell:1,418.00p Buy:1,418.00p Change: 3.00p (0.21%)
Prices as at 7 November 2024
Sell:1,418.00p
Buy:1,418.00p
Change: 3.00p (0.21%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 7 November 2024
Sell:1,418.00p
Buy:1,418.00p
Change: 3.00p (0.21%)
Prices as at 7 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Our view on the sector for this fund is not available.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

07/11/19 to 07/11/20 07/11/20 to 07/11/21 07/11/21 to 07/11/22 07/11/22 to 07/11/23 07/11/23 to 07/11/24
Annual return 15.36% 16.38% -15.00% 3.43% 13.66%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

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Manager Name: Tomonori Tani
Manager start date: 1 October 2019
Manager located in: San Francisco

Tomonori Tani is a portfolio manager at Capital Group. As an equity investment analyst he covers Asian (excluding Australia and India) banks and financials. He has 18 years of investment experience and has been with Capital Group for 12 years. Prior to joining Capital, he was an analyst and team leader for the Japanese financial sector with Fidelity Investments Japan and a portfolio manager of Fidelity Select Financial Service Fund. Before that, he was engaged in macroeconomic research with Merrill Lynch Investment Managers Japan and the Profit Research Center Ltd. He holds a bachelor's degree in international economics from the Faculty of Comparative Culture at Sophia University. Tomonori is based in San Francisco.

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Manager Name: Lisa Thompson
Manager start date: 1 October 2019
Manager located in: New York

Lisa Thompson is an equity portfolio manager at Capital Group. She has 24 years of investment experience and has been with Capital Group for 18 years. Earlier in her career, as an equity investment analyst at Capital, Lisa covered companies in Mexico, Columbia and Venezuela; Latin American beverages, cement and telecom companies; and telecom for emerging markets Europe, West Asia and Africa. Before joining Capital, Lisa was a securities analyst at Goldman, Sachs & Co. She was also a securities analyst, Latin American division, and quantitative analyst at the Nomura Research Institute in New York. She holds a bachelor's degree in mathematics from the University of Pennsylvania and the Chartered Financial Analyst® designation. Lisa is based in New York.

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Manager Name: Kirsty Spence
Manager start date: 1 December 2018
Manager located in: London

Kirstie Spence is a fixed-income portfolio manager at Capital Group. As a fixed-income investment analyst at Capital, she covers sovereign debt in emerging markets with a focus on Europe, the Middle East and Africa. She has 17 years of investment experience, all with Capital Group. Earlier in her career at Capital, Kirstie's coverage included markets in Latin America, as well as European telecommunications as a credit analyst. Kirstie began her career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. She holds a master's degree with honors in German and international relations from the University of St. Andrews, Scotland. Kirstie is based in London.

Manager Name: Piyada Phanaphat
Manager start date: 1 January 2021
Manager located in: TBC

TBC

Manager Name: Akira Shiraishi
Manager start date: 1 January 2021
Manager located in: TBC

Akira Shiraishi is an equity investment analyst at Capital Group with research responsibility for Japanese small- and mid-cap companies as a generalist. He has 22 years of investment experience and has been with Capital Group for 16 years. Earlier in his career at Capital, his coverage included Asian health care companies, Japanese real estate, J-REITs, construction, home building and building materials, imaging, semiconductor & semiconductor equipment companies; Korean small-caps and U.S. semiconductor equipment companies. Prior to joining Capital, Akira was a portfolio manager and research analyst covering Japanese equities at Goldman Sachs Asset Management. Before that, he was an interest rates derivatives trader at UBS Securities. He holds a bachelor's degree in economics from Lake Forest College as a Grew Scholar, graduating magna cum laude. He also holds the Chartered Financial Analyst® designation. Akira is based in Los Angeles

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Manager Name: Christopher Thomsen
Manager start date: 28 October 2016
Manager located in: London

Christopher Thomsen is an equity portfolio manager at Capital Group. He has 19 years of investment experience, all with Capital Group. Earlier in his career at Capital, as an equity investment analyst, he covered European and Asian media companies, Hong Kong-based utilities, property companies, conglomerates, and small-cap companies along with generalist coverage of other companies domiciled in Hong Kong and the Philippines. Prior to joining Capital, Chris worked as a corporate finance analyst for Citibank NA. He holds an MBA from Columbia Business School and a bachelor's degree in international economics from the School of Foreign Service at Georgetown University. Chris is based in London.

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Manager Name: Bradford F. Freer
Manager start date: 1 January 2017
Manager located in: Los Angeles

Bradford F. Freer is an equity portfolio manager at Capital Group. As an equity investment analyst at Capital, he covers small-cap companies, banks and utilities in India. Brad has 24 years of investment experience and has been with Capital Group for 23 years. Earlier in his career at Capital, he was an equities trader. Before that, Brad was a participant in The Associates Program, a two-year series of work assignments in various areas of the Capital organization. Prior to joining Capital, he was an associate at Gamble, Jones, Holbrook & Bent in Pasadena, California. He holds a bachelor's degree in international relations from Connecticut College, as well as the Chartered Financial Analyst® designation. Brad is based in Los Angeles.

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Manager Name: Winnie Kwan
Manager start date: 28 October 2016
Manager located in: Hong Kong

Winnie Kwan is an equity portfolio manager at Capital Group. She has 20 years of investment experience and has been with Capital Group for 17 years. Earlier in her career, as an equity investment analyst at Capital, she covered global exchanges, Asian utilities and small-cap companies. Prior to joining Capital, Winnie worked with Morgan Stanley in London, Hong Kong and Singapore. She holds both master's and bachelor's degrees in economics from Trinity College at the University of Cambridge. She also holds the Chartered Financial Analyst® designation. Winnie is based in Hong Kong.

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Manager Name: Carl M. Kawaja
Manager start date: 1 January 2018
Manager located in: San Francisco

Carl M. Kawaja is an equity portfolio manager at Capital Group. Carl has 32 years of investment experience and has been with Capital Group for 27 years. Earlier in his career, as an equity investment analyst at Capital, he covered global household products and U.S. personal care companies, along with Canadian companies. Before joining Capital, Carl was a security analyst for Gabelli & Company in New York, as well as an equity analyst for Lévesque Beaubien in Montreal. He holds an MBA in finance from Columbia Business School and a bachelor's degree in history from Brown University graduating magna cum laude. Carl is based in San Francisco.

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Manager Name: Rob Lovelace
Manager start date: 28 October 2016
Manager located in: Los Angeles

Robert W. Lovelace is president of Capital Research and Management Company, Inc., part of Capital Group, and serves on the Capital Group Companies Management Committee. He is also an equity portfolio manager. Rob has 29 years of investment experience, all with Capital Group. Earlier in his career, Rob was an equity investment analyst at Capital covering global mining & metals companies and companies domiciled in Mexico and the Philippines. He holds a bachelor's degree in mineral economics (geology) from Princeton University graduating summa cum laude and Phi Beta Kappa. He also holds the Chartered Financial Analyst® designation. Rob is based in Los Angeles.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account