Capital Group New Economy (LUX) Z CHF

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI NR USD
  • Legal StructureSICAV
  • Fund Size (month end)SICAV
  • OCF0.90%
  • IA SectorGlobal
  • Manager GroupCapital Group
  • DomicileLuxembourg
  • ISINLU2050927818

Investment Strategy

The investment objective of the Fund is long-term growth of capital. Current income is a secondary consideration. The Fund seeks to achieve its objectives by investing in securities of companies that can benefit from innovation, exploit new technologies or provide products and services that meet the demands of an evolving global economy. In pursuing its investment objectives, the Fund invests primarily in common stocks that the Investment Adviser believes have the potential for growth. The Fund also invests in common stocks with the potential to pay dividends. The Fund may invest a significant portion of its assets in issuers based outside the United States, including those based in developing countries. On an ancillary basis, as described below in the “Specific Investment Guidelines and Restrictions”, the Fund may invest into non-convertible debt securities.

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