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You are here: Manager factsheet

Research Portfolio
Capital Group
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
N/A
Total return for Research Portfolio
Manager career performance
Discrete calendar year performance : Research Portfolio

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Research Portfolio 12.6 3.0 -14.6 12.6 8.1 11.2 -1.3 6.9 30.6 -3.0
Peer Group Composite 14.3 3.6 -10.1 14.2 4.6 8.7 -1.3 7.6 27.2 -0.6
Over / Under -1.7 -0.6 -4.5 -1.6 3.5 2.5 0.0 -0.7 3.4 -2.4
Performance vs peer group composite: Research Portfolio
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
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Capital Group Global Equity Fund (LUX) Co-managed FO Equity - International since Dec 31 1969 to present
Capital Group Emerging Markets Growth Fund (LUX) Co-managed FO Equity - Emerging Markets since May 31 1990 to present
Capital Group Euro Bond Fund (LUX) Co-managed FO Fixed Int - EUR Investment Grade since Oct 31 2003 to present
Capital Group Japan Equity Fund (LUX) Co-managed FO Equity - Japan since Apr 20 2006 to present
Capital Group Emerging Markets Debt Fund (LUX) Co-managed FO Fixed Int - Emerging Markets since Jul 24 2007 to present
Capital Group Emerging Markets Total Opportunities (LUX) Co-managed FO Mixed Asset - Flexible since Feb 01 2008 to present
Capital Group World Dividend Growers (LUX) Co-managed FO Equity - International since Aug 06 2013 to present
Capital Group New Perspective Fund (LUX) Co-managed FO Equity - International since Oct 30 2015 to present
Capital Group New World Fund (LUX) Co-managed FO Equity - Emerging Markets since Oct 28 2016 to present
Capital Group US Corporate Bond Fund (LUX) Co-managed FO Fixed Int - USD Corporate Bond since Mar 21 2017 to present
Capital Group AMCAP Fund (LUX) Co-managed FO Equity - USA since Jun 16 2017 to present
Capital Group Global Corporate Bond Fund (LUX) Co-managed FO Fixed Int - Global since Feb 13 2018 to present
Capital Group World Growth and Income (LUX) Co-managed FO Equity - International since Sep 27 2019 to present
Capital Group New Economy Fund (LUX) Co-managed FO Equity - International since Nov 07 2019 to present
Capital Group European Opportunities (LUX) Co-managed FO Equity - Europe inc UK since Feb 22 2021 to present
Capital Group Asian Horizon (LUX) Co-managed FO Equity - Asia Pacific ex Japan since Mar 24 2021 to present
Emerging Markets Local Currency Debt Fund (LUX) Co-managed FO Fixed Int - Emerging Markets since Oct 01 2023 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Group Fixed income markets, the future of gold and whether investors have missed the rally in stocks and bonds: Thoughts from Fundswire this week By Diana Llewellyn  15-Nov-2024
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Group What investors can learn from a super-election year, reasons to feel good about fixed income and key things to know about emerging markets: Thoughts from Fundswire this week By Diana Llewellyn  01-Nov-2024
Sector How can China make long-term returns for equity investors? By Jonathan Asante  23-Oct-2024
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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