Tomonori Tani

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Fund Performance

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Manager factsheet

Tomonori Tani
Capital Group
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Manager profile

Tomonori Tani is an equity portfolio manager at Capital Group. He has 25 years of investment industry experience and has been with Capital Group for 19 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. Before that, he was engaged in macroeconomic research with Merrill Lynch Investment Managers Japan and the Profit Research Center Ltd. He holds a bachelor's degree in international economics from the Faculty of Comparative Culture at Sophia University. Tomonori is based in San Francisco.

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Annualised total return over 8 years

+5.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Tomonori Tani	13.9	2.4	25.1	37.3	-
Peer Group Composite	13.3	0.9	17.2	21.9	-
Over / Under	0.6	1.5	7.9	15.4	-

Total return for Tomonori Tani

Discrete calendar year performance : Tomonori Tani

Discrete performance

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

Tomonori Tani	13.9	-0.9	-10.2	13.6	6.6	9.6	0.1	9.6	-	-
Peer Group Composite	13.3	2.9	-13.7	11.2	3.7	6.0	-1.9	8.6	-	-
Over / Under	0.6	-3.8	3.5	2.4	2.9	3.6	2.0	1.0	-	-

Performance vs peer group composite: Tomonori Tani

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

7 years

out of a possible 8

Overall markets

Underperformed peer group composite

1 year

out of a possible 8

Rising markets

Outperformed peer group composite

5 years

out of a possible 6

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Capital Group Global Allocation Fund (LUX)	Co-managed	FO Mixed Asset - Flexible	since Dec 01 2016 to present
Capital Group New World Fund (LUX)	Co-managed	FO Equity - Emerging Markets	since Oct 01 2019 to present