Capital Group New Perspective Fund (LUX) Z

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Management
Name of CompanyCapital International Management Company Sàrl
Phone-
Website -
AddressLuxembourg
 Kennedy   -
 Luxembourg
Other Share Classes
Capital Group New Perspective Fund (LUX) A11
Capital Group New Perspective Fund (LUX) A4
Capital Group New Perspective Fund (LUX) A4 CHF
Capital Group New Perspective Fund (LUX) A4 EUR
Capital Group New Perspective Fund (LUX) A7
Capital Group New Perspective Fund (LUX) A7 CHF
Capital Group New Perspective Fund (LUX) A7 EUR
Capital Group New Perspective Fund (LUX) A7 GBP
Capital Group New Perspective Fund (LUX) A7d
Capital Group New Perspective Fund (LUX) A7h-EUR
Capital Group New Perspective Fund (LUX) A9
Capital Group New Perspective Fund (LUX) A9 CHF
Capital Group New Perspective Fund (LUX) B
Capital Group New Perspective Fund (LUX) B CHF
Capital Group New Perspective Fund (LUX) B EUR
Capital Group New Perspective Fund (LUX) B GBP
Capital Group New Perspective Fund (LUX) B HKD
Capital Group New Perspective Fund (LUX) Bd
Capital Group New Perspective Fund (LUX) Bd EUR
Capital Group New Perspective Fund (LUX) Bd GBP
Capital Group New Perspective Fund (LUX) Bdh-EUR
Capital Group New Perspective Fund (LUX) Bgd
Capital Group New Perspective Fund (LUX) Bgd EUR
Capital Group New Perspective Fund (LUX) Bgd GBP
Capital Group New Perspective Fund (LUX) Bgdh-EUR
Capital Group New Perspective Fund (LUX) Bh-CHF
Capital Group New Perspective Fund (LUX) Bh-EUR
Capital Group New Perspective Fund (LUX) Bh-GBP
Capital Group New Perspective Fund (LUX) C
Capital Group New Perspective Fund (LUX) C CHF
Capital Group New Perspective Fund (LUX) C EUR
Capital Group New Perspective Fund (LUX) C GBP
Capital Group New Perspective Fund (LUX) C JPY
Capital Group New Perspective Fund (LUX) C NZD
Capital Group New Perspective Fund (LUX) Cgd
Capital Group New Perspective Fund (LUX) Ch-CHF
Capital Group New Perspective Fund (LUX) P
Capital Group New Perspective Fund (LUX) P EUR
Capital Group New Perspective Fund (LUX) P GBP
Capital Group New Perspective Fund (LUX) Pd
Capital Group New Perspective Fund (LUX) Ph GBP
Capital Group New Perspective Fund (LUX) Ph-EUR
Capital Group New Perspective Fund (LUX) Z CHF
Capital Group New Perspective Fund (LUX) Z EUR
Capital Group New Perspective Fund (LUX) Z GBP
Capital Group New Perspective Fund (LUX) Z SGD
Capital Group New Perspective Fund (LUX) Zd
Capital Group New Perspective Fund (LUX) Zd CHF
Capital Group New Perspective Fund (LUX) Zd EUR
Capital Group New Perspective Fund (LUX) Zd GBP
Capital Group New Perspective Fund (LUX) Zd SGD
Capital Group New Perspective Fund (LUX) Zdh-EUR
Capital Group New Perspective Fund (LUX) Zgd
Capital Group New Perspective Fund (LUX) Zgd EUR
Capital Group New Perspective Fund (LUX) Zgd GBP
Capital Group New Perspective Fund (LUX) Zh-CHF
Capital Group New Perspective Fund (LUX) Zh-EUR
Capital Group New Perspective Fund (LUX) Zh-GBP
Capital Group New Perspective Fund (LUX) Zh-SGD
Capital Group New Perspective Fund (LUX) ZL
Capital Group New Perspective Fund (LUX) ZL CHF
Capital Group New Perspective Fund (LUX) ZL EUR
Capital Group New Perspective Fund (LUX) ZL GBP
Capital Group New Perspective Fund (LUX) ZL JPY
Capital Group New Perspective Fund (LUX) ZL SGD
Capital Group New Perspective Fund (LUX) ZLd
Capital Group New Perspective Fund (LUX) ZLd CHF
Capital Group New Perspective Fund (LUX) ZLd EUR
Capital Group New Perspective Fund (LUX) ZLd GBP
Capital Group New Perspective Fund (LUX) ZLd SGD
Capital Group New Perspective Fund (LUX) ZLgd
Capital Group New Perspective Fund (LUX) ZLgd GBP
Capital Group New Perspective Fund (LUX) ZLgd SGD
Capital Group New Perspective Fund (LUX) ZLh-CHF
Capital Group New Perspective Fund (LUX) ZLh-EUR
Capital Group New Perspective Fund (LUX) ZLh-GBP
DomicileLuxembourg
Legal StructureSICAV
UCITSYes
Inception Date30/10/2015
Fund Advisor(s)
Capital Research and Management Company
Fund ManagerRobert Lovelace
Manager Start Date30/10/2015
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 ManagerJonathan Knowles
Manager Start Date30/10/2015
Career Start Year1991
Education
University of Liverpool, B.A.
INSEAD, M.B.A.
University of Liverpool, Ph.D.
 
Biography
Jonathan Knowles Portfolio Manager Singapore office 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 ManagerBrady Enright
Manager Start Date30/10/2015
Career Start Year1991
Education
Stanford University, B.A.
Harvard University, M.B.A.
 
Biography
Brady L. Enright is an equity portfolio manager at Capital Group. He has 28 years of investment experience and has been with Capital Group for 23 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. small-cap companies, as well as commercial services and supplies companies. Prior to joining Capital, Brady was an equity research analyst and portfolio manager for Provident Investment Counsel. He holds an MBA from Harvard Business School and a bachelor’s degree in biology from Stanford University. He also holds the Chartered Financial Analyst® designation. Brady is based in San Francisco.
Fund ManagerNoriko Chen
Manager Start Date30/10/2015
Career Start Year1990
Education
Williams College, B.A.
Keio University, B.A.
 
Biography
Noriko Honda Chen is an equity portfolio manager at Capital Group. She also serves on the Capital Group Management Committee. She has 26 years of investment experience and has been with Capital Group for 18 years. Earlier in her career, as an equity investment analyst at Capital, Noriko covered Asian infrastructure, building materials and construction companies, as well as oil, gas & refining companies. She was also a research director for one of the global groups. Before joining Capital, she worked in the research department of Worldsec International Limited in Hong Kong (a subsidiary of Mitsubishi Bank) and was a manager in corporate finance. Noriko holds a bachelor’s degree in economics from Williams College and a degree in the Japanese Language Bekka Program at Keio University, Tokyo. Noriko is based in San Francisco.
Fund ManagerAndraz Razen
Manager Start Date02/07/2018
Career Start Year1997
Education
1998, Tufts University, M.S.
 
Biography
Andraz Razen is an equity portfolio manager at Capital Group. As an equity investment analyst at Capital, Andraz is a generalist covering small-cap companies. He has 23 years of investment experience and has been with Capital Group for 16 years. Earlier in his career, as an equity investment analyst at Capital, he also covered U.S. health care and supplies companies. Prior to joining Capital, he was an analyst and portfolio manager at Fidelity Investments in Boston. He holds a bachelor's degree in quantitative economics from Tufts University graduating summa cum laude. Andraz is based in London.
Fund ManagerJody Jonsson
Manager Start Date30/10/2015
Career Start Year1989
Education
Princeton University, B.A.
Stanford University, M.B.A.
 
Biography
Joanna F. Jonsson, CFA, is an equity portfolio manager at Capital Group. She has 32 years of investment experience and has been with Capital Group for 30 years. Earlier in her career, as an equity investment analyst at Capital. Before joining Capital, she was an equity research analyst at Fidelity in Boston and an officer in the public finance division of Irving Trust Company in New York. Jody holds an MBA from Stanford Graduate School of Business and a bachelor's degree in economics from Princeton University graduating cum laude. Jody is based in Los Angeles.
Fund ManagerSteven Watson
Manager Start Date30/10/2015
Career Start Year1987
Education
University of Massachusetts, B.A.
New York University Institute of French Studies, M.A.
New York University, M.B.A.
 
Biography
Steven T. Watson joined fund management team of Capital Research and Management Company in August 2018. He is the partner and Capital International Investor. Earlier in his career, as an equity investment analyst at Capital, he covered Asian property and transportation, as well as European transportation and utilities companies. Before joining Capital, Steven was a buy-side research analyst for Sanford C. Bernstein & Co. in New York. He holds an MBA in finance from New York University Graduate School of Business Administration. Steven is based in Hong Kong.
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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)