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Capital Group World Growth & Income Class ZD - Income (GBP)

Sell:1,154.00p Buy:1,154.00p Change: 6.00p (0.52%)
Prices as at 27 March 2024
Sell:1,154.00p
Buy:1,154.00p
Change: 6.00p (0.52%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 27 March 2024
Sell:1,154.00p
Buy:1,154.00p
Change: 6.00p (0.52%)
Prices as at 27 March 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

27/03/19 to 27/03/20 27/03/20 to 27/03/21 27/03/21 to 27/03/22 27/03/22 to 27/03/23 27/03/23 to 27/03/24
Annual return n/a 38.18% 5.63% -1.59% 22.90%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Jeremy Burge
Manager start date: 1 February 2020
Manager located in: Toronto

Jeremy Burge is an equity portfolio manager at Capital Group. As an equity investment analyst, he covers North American & European asset management and exchanges, North American e-brokers and thrifts, and is a Canada generalist. He has 35 years of investment experience and has been with Capital Group for 15 years. Earlier in his career, as an equity investment analyst at Capital, he also covered Canadian equities as a generalist. Before joining Capital, he worked at the Toronto-Dominion Bank, serving as managing director of institutional equities and a telecommunications and media research analyst. He holds a bachelor's degree with honors in economics from the University of Nottingham. Jeremy is based in Toronto

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Manager Name: Michael Cohen
Manager start date: 27 September 2019
Manager located in: London

Michael Cohen is an equity portfolio manager at Capital Group. He is vice chairman of Capital International Limited. He has 22 years of investment experience and has been with Capital Group for 13 years. Earlier in his career, as an equity investment analyst at Capital, Michael covered European utilities companies, as well as companies domiciled in Israel. Before joining Capital, he was a research analyst with both Schroders and Salomon Brothers in London. He holds an MBA from the London Business School and a bachelor's degree in accounting and economics from Tel Aviv University. Michael is based in London.

Manager Name: Reed Lowenstein
Manager start date: 1 February 2024
Manager located in: TBC

TBC

Manager Name: Diana Wagner
Manager start date: 1 February 2024
Manager located in: New York

Diana Wagner is an equity portfolio manager at Capital Group. She has 27 years of investment industry experience and has been with Capital Group for 23 years. Earlier in her career as an equity investment analyst, she covered global semiconductor equipment and paper & forest products companies, as well as U.S. health care services. Prior to joining Capital, Diana was at ING Barings in London and at SBC Warburg in New York. She holds an MBA from Columbia Business School and a bachelor's degree in art history from Yale University. Diana is based in New York.

Manager Name: Sung Lee
Manager start date: 27 September 2019
Manager located in: Singapore

Sung Lee is an equity portfolio manager at Capital Group. He has 24 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, he covered consumer & industrial electronics, telecom equipment, IT consulting & services, and Asian electronic components companies. He holds an MBA from Columbia Business School and a bachelor's degree in marketing from Pennsylvania State University. He also studied abroad at Kansai Gaikokugo University in Osaka, Japan. Sung is based in Singapore.

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Manager Name: Leo Hee
Manager start date: 1 October 2019
Manager located in: Hong Kong

Leo Hee is an equity portfolio manager at Capital Group. As an equity investment analyst, he has research responsibility for Asian (excluding Australia) insurance, utilities and cyclicals. He has 23 years of investment experience and has been with Capital Group for 12 years. Prior to joining Capital, he was a research director and portfolio manager for Schroder Investment Management. He holds a bachelor's degree in economics from the Royal Melbourne Institute of Technology. Leo is based in Hong Kong.

Manager Name: Jin Lee
Manager start date: 27 September 2019
Manager located in: Los Angeles

Jin Lee is an equity portfolio manager at Capital Group. He has 23 years of investment experience and has been with Capital Group for 22 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. telecommunication services, U.S. building products companies and paper & forest products and restaurants. Prior to joining Capital, he was a senior business planner for the Walt Disney Company and a consultant with L/E/K Partnership. He holds an MBA from Harvard Business School and a bachelor's degree in economics from the University of Pennsylvania graduating with honors. Jin is based in Los Angeles.

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Manager Name: L. Alfonso Barroso
Manager start date: 27 September 2019
Manager located in: London

Alfonso Barroso is an equity portfolio manager at Capital Group. He has 18 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Alfonso covered retail companies in Europe and Latin America, European real-estate and REITs, and European internet and telecommunication services. Alfonso began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor's degree with honors in economics and Hispanic studies from Harvard University. Alfonso is based in London.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account