Lisa Thompson

Toolset

Fund Performance

You are here:

Manager factsheet

Lisa Thompson
Capital Group
Manager factsheet pdf RSS Feed

Manager profile

Lisa Thompson is an equity portfolio manager at Capital Group. She has 35 years of investment industry experience and has been with Capital Group for 29 years. Earlier in her career, as an equity investment analyst at Capital, Lisa covered companies in Latin America, emerging Europe, West Asia and Africa. Before joining Capital, Lisa was a securities analyst at Goldman, Sachs & Co. She was also a securities analyst and quantitative analyst at the Nomura Research Institute in New York. She holds a bachelor's degree in mathematics from the University of Pennsylvania and the Chartered Financial Analyst® designation. Lisa is based in New York.

FOLLOW ON FUNDSWIRE

Annualised total return over 18.9 years

+3.6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Lisa Thompson	14.1	-2.2	26.2	43.9	16.5
Peer Group Composite	16.3	-1.6	18.6	31.5	7.6
Over / Under	-2.2	-0.6	7.6	12.4	8.9

Total return for Lisa Thompson

Discrete calendar year performance : Lisa Thompson

Discrete performance

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

Lisa Thompson	14.1	3.1	-17.8	17.4	9.1	12.8	1.1	-	-	-11.5
Peer Group Composite	16.3	5.5	-20.0	13.5	5.1	9.4	1.3	-	-	-12.3
Over / Under	-2.2	-2.4	2.2	3.9	4.0	3.4	-0.2	-	-	0.8

Performance vs peer group composite: Lisa Thompson

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

5 years

out of a possible 8

Overall markets

Underperformed peer group composite

3 years

out of a possible 8

Rising markets

Outperformed peer group composite

3 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 New World Fund (LUX)	Co-managed	IA Specialist	since Oct 01 2019 to present

Funds managed previously

Fund	Periods

Capital Group Emerging Markets Growth Fund (LUX)	since Jan 01 2006 to Dec 31 2013
Capital Group Screened Emerging Markets Equity (LUX)	since Aug 23 2011 to fund close
Capital Group Global Equity Fund (LUX)	since Oct 31 2017 to Jan 21 2020