The New Perspective strategy has a global mandate that allows our portfolio managers to pursue pockets of growth, secular trends and global trade patterns without any geographic constraints in order to uncover the best investment opportunities. Fundamental to the New Perspective strategy is a focus on where companies do business, not where they are headquartered. It’s an approach that we call the New Geography of InvestingSM.
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1 As at 30 June 2015. Source: Capital Group
2 Investment results as at 30 June 2015 in US$ terms. Annualised results shown for the Capital Group New Perspective Composite are asset-weighted and based on initial weights and monthly returns, and are before management fees. Provisional. Inception date of composite: 31 March 1973. This information supplements or enhances required or recommended disclosure and presentation provisions of the GIPS® standards, which are available upon request. GIPS is a trademark owned by CFA Institute. Source: Capital Group
3 MSCI All Country World Index (net dividends reinvested) from 30 September 2011; previously MSCI World (with net dividends reinvested). Source: MSCI
4 Relative returns calculated geometrically for the Capital Group New Perspective Composite, in US$ terms and before fees and expenses, to MSCI ACWI (net dividends reinvested) from 30 September 2011; previously MSCI World (with net dividends reinvested). Sources: Capital Group, MSCI
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