Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Fund analysts initiate coverage of Capital Group New World - and give it the top accolade of a Gold medal

Morningstar Analysts 12 June, 2017 | 11:19AM
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New Ratings

Capital Group New WorldGold

Mathieu Caquineau

Capital Group New World is managed by a nine-person team with decades of experience in international and emerging-markets equity. The team also runs the same strategy sold in the United States under the American Funds brand. Rather than being a pure play on developing-markets equity, this fund often keeps a third or more of its assets invested in developed-markets stocks and a tenth in emerging-markets debt. The resulting portfolio is more conservative than pure emerging-markets funds. While it is unlikely to top the charts when emerging markets are at their best, this fund should continue to outperform in the long run thanks to its relatively conservative process, skilled management, and reasonable fees.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Capital Group New World (LUX) Z18.91 USD0.71Rating

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