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You are here: Manager factsheet

Steven Watson

Capital Group
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Manager profile
Steven T. Watson is an equity portfolio manager at Capital Group. He also serves on the Global Solutions Committee. He has 36 years of investment industry experience and has been with Capital Group for 34 years. Earlier in his career, as an equity investment analyst at Capital, he covered Asian property and transportation, as well as European transportation and utilities companies. Before joining Capital, Steven was a buy-side research analyst for Sanford C. Bernstein & Co. in New York. He holds an MBA in finance from New York University Graduate School of Business Administration, a master's degree in French studies from New York University Institute of French Studies and a bachelor's degree in French from the University of Massachusetts graduating cum laude. He also studied Mandarin Chinese at Wuhan University and the Shanghai Foreign Language Institute in China. Steven is based in Hong Kong.
Total return for Steven Watson
Discrete calendar year performance : Steven Watson

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
Steven Watson 17.4 1.0 -5.5 22.3 2.0 10.4 1.9 10.0 23.0 -
Peer Group Composite 18.9 2.7 -7.8 25.0 2.7 8.4 1.7 11.6 24.1 -
Over / Under -1.5 -1.7 2.3 -2.7 -0.7 2.0 0.2 -1.6 -1.1 -
Performance vs peer group composite: Steven Watson
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
3 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Capital Group New Perspective Fund (LUX) Co-managed FO Equity - International since Oct 30 2015 to present
Capital Group World Dividend Growers (LUX) Co-managed FO Equity - International since Mar 01 2016 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
UK New Perspective Fund Co-managed UT Global since Jul 09 2024 to present
Funds managed previously
Fund Periods
Capital Group Global Absolute Income Grower (LUX) since Aug 31 2017 to Mar 09 2016
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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