UPDATE: 1 October 2025 Research IP recently received the following announcement from Capital Group: Please be advised of the below portfolio management team announcement for the Capital Group New Perspective Fund (AU) (CIM0006AU) and Capital Group New Perspective Fund Hedged (AU) (CIM0008AU).
After 34 years with Capital Group and 19 years managing the New Perspective strategy, Jody Jonsson will be transitioning out of the New Perspective strategy and relinquishing all money management responsibilities to focus on internal leadership roles, effective 1st November 2025.
Effective November 1st, 2025, Aline Avzaradel, with 23 years of investment experience and 20 years at Capital Group, will be disclosed as a portfolio manager on New Perspective. Research IP is well versed in the portfolio management style employed by the Capital Group. Jonsson will chair the investment group oversight committee, and her transition has been well managed. Avzaradel, based in San Francisco, has over 8 years of portfolio management experience.
At this point in time, Research IP does not see any need for a change to the rating. The very strong 4.63 overall rating is retained. Research IP’s formal review process is set to commence in November 2025, at which time the research report will be updated post-review meetings with the manager.
The Capital Group New Perspective Fund (AU) Fund has been awarded a “5 IP“ rating from Research IP, with a score of 4.63/5.
The Capital Group New Perspective Fund (AU) provides you access to an actively managed portfolio of global listed equities. The Fund aims to provide long-term investment results exceeding those of the MSCI All Country World Index, with net dividends reinvested (in AUD).
Qualitative Research Report and Data Tear Sheet
The Capital Group New Perspective Fund Hedged (AU) Fund has been awarded a “5 IP“ rating from Research IP, with a score of 4.63/5.
The Capital Group New Perspective Fund Hedged (AU) provides you access to an actively managed portfolio of global listed equities. The Fund aims to provide long-term investment results exceeding those of the MSCI All Country World Index, net dividends reinvested (in AUD), hedged to AUD.
Hedging is done in the Australian Unit Trust vehicle via passive currency overlay and no additional fee is charged.
Qualitative Research Report and Data Tear Sheet
What is the Fund’s competitive advantage?
Research IP says
The Capital Group New Perspective Fund (AU) employs a unique portfolio management approach where ten portfolio managers independently manage sleeves, fostering diverse investment ideas. With over 50 years of history, the fund demonstrates resilience through market cycles, focusing on multinational growth companies.
Strong risk management and compliance structures ensure effective oversight.
Investment professionals are incentivized on long-term performance, aligning with investor interests.
ESG integration is a priority, with proprietary frameworks, monitoring, and engagement, maintaining a carbon footprint 30% below the index.
The fund’s structure, risk controls, sustainability focus and management fee make it a compelling choice for long-term global equity investors.
Research IP, 24 January 2025
If you have any questions in relation to this report or the Research IP services, please contact us here.
Disclaimer, Disclosures, and Warnings
Research IP strongly recommends this document and report be read in conjunction with the relevant Product Disclosure Statement. Research IP gives no warranty of accuracy or completeness of information in this document. Any information, opinions, views, or recommendations are general information only and do not take into consideration any person’s particular financial situation or goals and therefore does not constitute financial advice. This document should not be relied upon as a substitute for financial advice from your financial adviser.
Comments are closed