Paul Benjamin

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Fund Performance

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Manager factsheet

Paul Benjamin
Capital Group
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Manager profile

Paul Benjamin is an equity portfolio manager at Capital Group. He has 18 years of investment industry experience, all with Capital Group. Earlier in his career at Capital, he was an equity investment analyst, covering U.S. large-cap software companies. Prior to joining Capital, he managed the European operations for Interelate, a technology start-up funded by Goldman Sachs. He holds an MBA from Stanford Graduate School of Business and a bachelor's degree in finance and religion from Northwestern College graduating magna cum laude. Paul is based in Los Angeles.

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Annualised total return over 3.3 years

+7.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Paul Benjamin	23.0	24.7	-	-	-
Peer Group Composite	16.2	8.2	-	-	-
Over / Under	6.8	16.5	-	-	-

Total return for Paul Benjamin

Discrete calendar year performance : Paul Benjamin

Discrete performance

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

Paul Benjamin	23.0	-0.8	1.2	-	-	-	-	-	-	-
Peer Group Composite	16.2	1.4	-8.3	-	-	-	-	-	-	-
Over / Under	6.8	-2.2	9.5	-	-	-	-	-	-	-

Performance vs peer group composite: Paul Benjamin

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 3

Overall markets

Underperformed peer group composite

1 year

out of a possible 3

Rising markets

Outperformed peer group composite

1 year

out of a possible 2

Falling markets

Outperformed peer group composite

1 year

out of a possible 1

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Capital Group American Balanced (LUX)	Co-managed	FO Mixed Asset - Balanced	since Jul 27 2021 to present
Capital Group New Economy Fund (LUX)	Co-managed	FO Equity - International	since May 01 2023 to present