Philip Winston

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Fund Performance

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Manager factsheet

Philip Winston
Capital Group
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Manager profile

Philip Winston is an equity portfolio manager at Capital Group. He has 39 years of investment industry experience and has been with Capital Group for 27 years. Earlier in his career, in addition to being a portfolio manager, Philip was an equity investment analyst at Capital covering UK property and paper & packaging companies, as well as European property and media companies. Before joining Capital, he was a director and UK equity fund manager at BZW Investment Management in London. Prior to that, he worked at Orion Royal Bank in London and New York. He holds a PhD and a master's degree in history from Cambridge University. Philip is based in London.

FOLLOW ON FUNDSWIRE

Annualised total return over 24.9 years

+3.6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Philip Winston	16.7	16.4	36.6	-	-
Peer Group Composite	18.7	12.7	43.3	-	-
Over / Under	-2.0	3.7	-6.7	-	-

Total return for Philip Winston

Discrete calendar year performance : Philip Winston

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Philip Winston	16.7	-0.3	-1.2	19.5	-3.0	9.3	-	-	-	-
Peer Group Composite	18.7	2.6	-7.8	24.2	2.4	8.1	-	-	-	-
Over / Under	-2.0	-2.9	6.6	-4.7	-5.4	1.2	-	-	-	-

Performance vs peer group composite: Philip Winston

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

2 years

out of a possible 6

Overall markets

Underperformed peer group composite

4 years

out of a possible 6

Rising markets

Outperformed peer group composite

1 year

out of a possible 5

Falling markets

Outperformed peer group composite

1 year

out of a possible 1

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Capital Group World Dividend Growers (LUX)	Co-managed	FO Equity - International	since Jul 02 2018 to present
Capital Group Capital Income Builder (LUX)	Co-managed	FO Mixed Asset - Aggressive	since Sep 21 2018 to present
Capital Group Global Equity Fund (LUX)	Co-managed	FO Equity - International	since Jan 22 2020 to present

Funds managed previously

Fund	Periods

Capital Group European Equity	since Jul 01 1999 to fund close
Capital Group Global Equity Fund (LUX)	since Jan 01 2006 to Dec 31 2011
Capital Group Global Absolute Income Grower (LUX)	since Mar 24 2011 to Mar 09 2016