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You are here: Manager factsheet

Tomoko Fortune
Capital Group
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Manager profile
Tomoko Fortune is an equity portfolio manager at Capital Group. She has 28 years of investment industry experience and has been with Capital Group for five years. Prior to joining Capital, Tomoko worked as a managing partner at Criterion Capital Management. Before that, she was an associate at Goldman Sachs & Co. She holds an MBA from Stanford Graduate School of Business and a bachelor's degree in economics from Dartmouth College. Tomoko is based in San Francisco.
Total return for Tomoko Fortune
Manager career performance
Discrete calendar year performance : Tomoko Fortune

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
Tomoko Fortune 28.0 6.1 -21.2 23.3 - - - - - -
Peer Group Composite 19.7 3.1 -7.8 27.4 - - - - - -
Over / Under 8.3 3.0 -13.4 -4.1 - - - - - -
Performance vs peer group composite: Tomoko Fortune
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
2 years
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Capital Group New Economy Fund (LUX) Co-managed FO Equity - International since Oct 01 2020 to present
Sustainable Global Opportunities Co-managed FO Equity - Ethical since Feb 27 2024 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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