Capital Group New World Fund (LUX) Z (CHF)

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Management
DomicileLuxembourg
Legal StructureSICAV
UCITSYes
Inception Date28/10/2016
Fund Advisor(s)
Capital Research and Management Company
Fund ManagerJonathan Knowles
Manager Start Date28/10/2016
Career Start Year1991
Education
University of Liverpool, B.A.
INSEAD, M.B.A.
University of Liverpool, Ph.D.
 
Biography
Jonathan Knowles is an equity portfolio manager at Capital Group. He has 29 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Jonathan covered pharmaceuticals, chemicals, support services and small-cap companies. He holds an MBA from INSEAD, France, and a PhD in immunovirology and bachelor' s degree in veterinary science from the University of Liverpool, U.K., where he was a Wellcome Foundation Research Scholar. Jonathan is based in Singapore.
Fund ManagerNicholas Grace
Manager Start Date28/10/2016
Career Start Year1990
Education
University of Waikato, B.A.
University of Wisconsin–Madison, M.B.A.
 
Biography
Nicholas J. Grace Portfolio Manager London office Nick Grace is an equity portfolio manager at Capital Group. He has 31 years of investment experience and has been with Capital Group for 26 years. Earlier in his career, as an equity investment analyst at Capital, he covered global mining companies. Prior to joining Capital, he was manager of metals research for J.P. Morgan Investment Management in Australia. Nick holds an MBA from the University of Wisconsin-Madison, and a bachelor’s degree in finance and economics from the University of Waikato, New Zealand, graduating with honors. He also holds the Chartered Financial Analyst® designation. Nick is based in London.
Fund ManagerAkira Shiraishi
Manager Start Date01/01/2021
Career Start Year1998
 
Biography
Akira Shiraishi is an equity portfolio manager at Capital Group. Earlier in his career at Capital, as an equity investment analyst, 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 and Japanese small- and mid-cap companies as a generalist. 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.
Fund ManagerLisa Thompson
Manager Start Date01/10/2019
Career Start Year1988
Education
University of Pennsylvania, B.A.
 
Biography
Lisa Thompson is an equity portfolio manager at Capital Group. She has been with the investment industry since 1988 and has been with Capital Group since 1994. Earlier in her career, as an equity investment analyst at Capital, Lisa covered companies in Latin America, emerging Europe, West Asia and Africa. Before joining Capital, Lisa was a securities analyst at Goldman, Sachs & Co. She was also a securities analyst 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. Investment professional for 32 years in total; 25 years with Capital Research and Management Company or affiliate
Fund ManagerChristopher Thomsen
Manager Start Date28/10/2016
Career Start Year1998
Education
University of Vermont, B.A.
University of Chicago, B.A.
 
Biography
Christopher Thomsen is an equity portfolio manager at Capital Group. He has 24 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.
Fund ManagerBradford Freer
Manager Start Date01/01/2017
Career Start Year1993
 
Biography
Bradford F. Freer is an equity portfolio manager at Capital Group. Brad has 29 years of investment experience and has been with Capital Group for 28 years. Earlier in his career at Capital, he was an equity investment analyst covering multiple sectors as a generalist in both Australia and India. Before that he was an equities trader in both Singapore and Hong Kong. Brad was also a participant in The Associates Program, a two-year series of work assignments in various areas of the Capital organization. He holds a bachelor’s degree in international relations from Connecticut College, as well as the Chartered Financial Analyst® designation. Brad is based in London.
Fund ManagerWinnie Kwan
Manager Start Date28/10/2016
Career Start Year1997
Education
University of Cambridge, B.A.
University of Cambridge, M.A.
 
Biography
Winnie Kwan is an equity portfolio manager at Capital Group. She has 25 years of investment experience and has been with Capital Group for 22 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.
Fund ManagerKirstie Spence
Manager Start Date01/12/2019
Career Start Year1996
Education
University of St. Andrews, M.A.
 
Biography
Kirstie Spence is a fixed income portfolio manager at Capital Group. She has 26 years of investment experience, all with Capital Group. Earlier in her career at Capital, Kirstie was a fixed income investment analyst and her coverage included sovereign debt in emerging markets with a focus on Europe, the Middle East, Africa and 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.
Fund ManagerTomonori Tani
Manager Start Date01/10/2019
Career Start Year1999
Education
Sophia University, B.A.
 
Biography
Tomonori Tani is an equity portfolio manager at Capital Group. He has 23 years of investment experience and has been with Capital Group for 17 years. Earlier in his career at Capital, he was an equity investment analyst covering Asian (excluding Australia and India) banks and financials. 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.
Fund ManagerDawid Justus
Manager Start Date01/01/2022
Career Start Year2000
 
Biography
Dawid Justus is an equity portfolio manager at Capital Group. As an equity investment analyst, he covers European small-capitalization companies and also Africa as a generalist. Earlier in his career at Capital he covered European business services and South African financial and industrial companies. Prior to joining Capital, he was an equity analyst with Putnam Investments. He also served as a consultant at Gemini Consulting and was a logistics-planning manager at Unilever South Africa.
Fund ManagerPiyada Phanaphat
Manager Start Date01/01/2021
Career Start Year2003
 
Biography
Piyada Phanaphat is an equity portfolio manager at Capital Group. As an equity analyst, she covers Asian energy, cement and small-cap companies. She has 19 years of investment experience and has been with Capital Group for 14 years. Prior to joining Capital, Piyada worked in corporate finance at J.P. Morgan Hong Kong and as an equity research analyst at UBS Thailand. Piyada holds an MBA from Harvard Business School and both a master’s degree and a bachelor’s degree in electrical engineering and computer science from Massachusetts Institute of Technology. Piyada is based in Hong Kong.
Fund ManagerRobert Lovelace
Manager Start Date28/10/2016
Career Start Year1985
Education
Princeton University, A.B.
 
Biography
Robert W. Lovelace is vice chair and president of Capital Group, chief executive officer of Capital Research and Management Company, part of Capital Group, and chair of the Capital Group Management Committee. He is also an equity portfolio manager. Rob has 35 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.
Fund ManagerCarl Kawaja
Manager Start Date01/01/2018
Career Start Year1987
Education
Columbia University, M.B.A.
Brown University, B.A.
 
Biography
Carl M. Kawaja is chair of Capital Research and Management Company, part of Capital Group. He is also an equity portfolio manager. Carl has 35 years of investment experience and has been with Capital Group for 30 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.
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)