Capital Group E Growth Fd (LUX)B USD

Ranked 98 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Victor Kohn

Chapman Taylor

F. Chapman Taylor is an equity portfolio manager at Capital Group. As an equity investment analyst at Capital, he covers Asian telecom companies excluding Japan, as well as companies domiciled in Indonesia, the Philippines and New Zealand. He has over 24 years of investment experience and has been with Capital Group for over 20 years. Before joining Capital, he worked as a consultant with SRI International and Strategic Planning Associates, advising ASEAN, U.S. and U.K. companies on business strategy. He holds an MBA in finance and strategic planning from the Wharton School of the University of Pennsylvania, and a bachelor’s degree in physics and theology from Tulane University. Taylor is based in Washington, D.C

Shaw Wagener

Shaw Wagener is a portfolio manager at Capital Group. He is chairman of Capital Group International, Inc. He has over 33 years of investment experience, all with Capital Group. Earlier in his career, Shaw was an equity trader at Capital and then head of equity trading. He holds a bachelor’s degree in international relations from Claremont McKenna College graduating cum laude. He also holds the Chartered Financial Analyst® designation. Shaw is based in Los Angeles.

Objective

The fund invests primarily in securities that are admitted to an official listing or dealt in on another regulated market. It normally invests in shares of companies domiciled in or conducting a predominant part of their economic activities in developing countries. The fund also invests in fixed-income securities depending on their comparative attractiveness. It is managed on a stock-bystock basis without reference to index weighting. The fund does not use short-selling or leverage.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.2%
2018 -10.7% -2.1% -3.3% -4.3% -1.5%
2017 27.4% 10.7% 3.1% 3.7% 7.6%
2016 29.5% 6.6% 9.0% 10.7% 0.7%
2015 -11.7% 6.1% -5.5% -15.4% 4.1%
2014 -2.2% -3.4% 2.4% 0.1% -1.1%
2013 -1.8% 6.6% -8.1% -0.3% 0.5%
2012 7.3% 9.8% -10.6% 4.7% 4.4%
2011 -22.3% -0.7% -2.2% -22.1% 2.7%
2010 18.3% 7.6% -5.6% 10.5% 5.4%
2009 57.8% 3.1% 15.6% 23.6% 7.1%
2008 -32.1% -8.0% -3.4% -17.2% -7.6%
2007 34.9% 4.0% 12.0% 9.7% 5.6%
2006 18.8% 11.4% -10.7% 6.2% 12.5%
2005 54.4% 3.5% 11.6% 18.3% 13.0%
2004 11.4% 6.2% -10.1% 7.9% 8.2%
2003 33.5% -4.8% 16.8% 13.4% 5.9%
2002 -19.5% 12.9% -18.5% -19.3% 8.4%
2001 -4.4% -4.5% 7.7% -28.2% 29.4%
2000 -26.6% 7.9% -5.8% -13.0% -17.0%
1999 90.6% 17.5% 24.4% -5.8% 38.5%
1998 -26.6% 4.8% -19.2% -23.9% 14.0%
1997 8.4% 13.3% 11.5% 1.4% -15.3%
1996 2.9% 10.4% 5.7% -4.3% -7.9%
1995 -10.5% -19.7% 12.4% 1.5% -2.3%
1994 -7.0% -2.2% -8.7% 20.2% -13.4%
1993 81.5% 11.2% 11.9% 12.6% 29.6%
1992 36.4% 33.3% -20.8% 10.1% 17.3%
1991 46.5% 21.6% 20.5% -4.1% 4.2%
1990 -14.2% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Iceland
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. Taiwan
  19. United Kingdom

Fund Info

  • Launch date30/06/1999
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN LU0100551489

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).