Speaker
Andy Budden
Investment Director, Capital Group
Andy Budden is an investment director at Capital Group. He has 28 years of investment industry experience and has been with Capital Group for 17 years. Earlier in his career at Capital, he was an investment specialist. Prior to joining Capital, he worked at Watson Wyatt Investment Consulting. He holds both a master’s degree and a bachelor’s degree in engineering from the University of Cambridge. He is an associate member of the Institute of Actuaries. Andy is based in Singapore.
Julie Dickson
Investment Director, Capital Group
Julie Dickson is an investment director at Capital Group. She has 27 years of investment industry experience and has been with Capital Group for five years. Prior to joining Capital, Julie worked as the head of client portfolio management at Ashmore Group. Before that, she was the head of client portfolio management at Aviva Investors. She also held various positions at Axa Rosenberg, Mellon Global Investments, Barclays Global Investors and Merrill Lynch. She holds a bachelor’s degree in business management with concentration in finance from Cornell University. She also holds both the Investment Management Certificate and the Chartered Financial Analyst® designation. Julie is based in London.
Company profile
A global investment manager with a record of success.
Founded in the US in 1931, Capital Group is one of the world’s largest independent investment managers, with US$2.6 trillion of assets under management (as of 30 June 2021).
Throughout our 90-year history, we have been focused on delivering superior, consistent results for long-term investors. Investment management is our only business, and the stability of our organisation has enabled us to maintain a long-term perspective.
We build our investment strategies with durability in mind, backed by our experience in varying market conditions. Our investment process is designed to enable individual investment professionals to act on their highest convictions, while limiting the risk associated with isolated decision-making.
Find out more: http://capitalgroup.com/asia
VIRTUAL EVENT
Watch the Spotlight On: Innovation panel discussion – Now available on-demand
Fund presentation
In this video, Julie Dickson discusses the investment approach of Capital Group Asian Horizon Fund (LUX) and what makes it unique.
Fund profile
The investment objective is to provide long-term growth of capital. It invests primarily in equities of issuers domiciled in Asian countries other than Japan.
• Invests at least two-thirds of assets in companies domiciled in Asia ex-Japan
• Flexibility to invest up to one-third of assets outside of Asia ex-Japan, where such companies have significant growth opportunities in the region
• Companies across the market capitalisation and valuation spectrum, selected using deep fundamental research
Fund Size: $59m
Domicile: Luxembourg
Date as at 31/08/2021
Top 5 holdings
| Holding | % Fund |
| TSMC | 6.4 |
| WuXi Biologics (Cayman) | 6.3 |
| SEA | 4.5 |
| Tencent | 4.2 |
| Vale | 3.8 |
Data as at 31/08/2021
Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups. Assets under management totals may not reconcile due to rounding. Fixed income assets managed by Capital Fixed Income Investors.
Disclaimer:
FOR PROFESSIONAL INVESTORS AND INFORMATION PURPOSES ONLY
This communication contains sensitive and confidential information. It is strictly for the confidential use of the recipient, solely for the purpose for which it is provided, may not be disclosed or circulated, and should not be relied upon by third parties. Any use for any other purpose, and disclosure, dissemination, copying, reproduction or distribution of the information is prohibited.
The information in relation to the index is provided for context and illustration only. The fund is an actively managed UCITS. It is not managed in reference to a benchmark. Past results are not a guarantee of future results. This communication does not constitute or form part of an offer, invitation or recommendation to purchase or subscribe for any securities under the relevant regulations of any country and no part of it shall form the basis of or be relied upon in connection with any contract, commitment or investment decision in relation thereto. It is neither an offer nor a solicitation to provide any investment service. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. Neither has it been reviewed by any other regulator. While Capital Group uses reasonable efforts to obtain information from third-party sources which it believes to be reliable, Capital Group makes no representation or warranty as to the accuracy, reliability or completeness of the information.
This communication is not intended to be comprehensive or to provide investment, tax or other advice. It has been prepared for multiple distributions and may not be appropriate in all circumstances. It is of a general nature and does not take into account your objectives, financial situation or needs. Before acting on the information you should consider its appropriateness, having regard to your own investment objectives, financial situation and needs.
The value of investments and income from them can go down as well as up, and you may lose some or all of your initial investment. If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease. Currency hedging seeks to limit this, but there is no guarantee that hedging will be totally successful. Risk factors that may influence the value of an investment in this Fund may include, but are not limited to, (i) increased risks of emerging markets, (ii) risk of decline in the price of equities and bonds in response to certain events directly affecting the companies whose securities are owned by the Fund as well as general economic conditions; overall market changes; political, social or economic instability; and currency fluctuations, (iii) interest rate risk as the market value of bonds generally vary inversely with the level of interest rates, (iv) credit risk as the creditworthiness of the Fund’s investment can impact the investment’s ability to meet its obligations, and (v) derivatives risks.
This communication has been prepared by Capital International, Inc., a member of Capital Group, a company incorporated in California, United States of America. The liability of members is limited.
Investors in Hong Kong should read carefully the Hong Kong offering documents of the Fund (including the section “Risk Factors” in the Hong Kong Covering Document and “Risk Warnings” in the Luxembourg prospectus) for the relevant risks associated with the investment in the Fund before investing. A copy of the Hong Kong Covering Document incorporating the Luxembourg Prospectus for the fund(s) is available online at capitalgroup.com/asia.
A copy of the Singapore Prospectus incorporating the Luxembourg Prospectus for the fund(s) is available online at capitalgroup.com/asia.
All Capital Group trademarks are owned by The Capital Group Companies, Inc. or an affiliated company in the U.S., Australia and other countries. All other company and product names mentioned are the trademarks or registered trademarks of their respective companies.
© 2021 Capital Group. All rights reserved.
Please select your location:
