Fund Profile: Capital Group New World Hedged (AU)

Key Information

APIR codeCIM1898AU
Asset classEquity Emerging Markets
Responsible EntityCapital Group Investment Mgmt Ltd
Fund ManagerCapital International Inc
Product typeRetail
Legal typeOpen end
Fund inception19 Jan 2017
Fund size$963,768.00
Entry / exit price (2019-09-30)$1.1882 / $1.1882
Minimum initial$25000
Distribution frequencyQuarterly

PDS Objective

To achieve long-term capital appreciation, while limiting exposure to currencies other than A$ through passive hedging.

What is this fund?

To provide long-term investment results exceeding those of the Benchmarks.

What this rating means?

Superior: Suitable for inclusion on most APLs. The fund outperforms (or is likely to) its peers and benchmark the majority of the time. The fund most of the time has been operating within its mandate and PDS. There are very little to no corporate governance concerns. Management is of a very high calibre.


Management Fee % PA1.1800
ICR % PA1.1800
Entry / Exit %0.0000/0.0000
Switching %0.0000
Buy / Sell Spread 0.00% / 0.00%