Management |
Domicile | Luxembourg | Legal Structure | SICAV | UCITS | Yes | Inception Date | 24/01/2020 | ![](/includes/images/clear.gif) | Fund Advisor(s) | Capital Research and Management Company |
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Fund Manager | Philip Winston | Manager Start Date | 21/09/2018 | Career Start Year | 1985 |
Education | University of Cambridge, Ph.D. | University of Cambridge, M.A. |
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Biography |
Philip Winston is an equity portfolio manager at Capital Group. He has 39 years of investment industry experience and has been with Capital Group for 27 years. Earlier in his career, in addition to being a portfolio manager, Philip was an equity investment analyst at Capital covering UK property and paper & packaging companies, as well as European property and media companies. Before joining Capital, he was a director and UK equity fund manager at BZW Investment Management in London. Prior to that, he worked at Orion Royal Bank in London and New York. |
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Fund Manager | James Lovelace | Manager Start Date | 21/09/2018 | Career Start Year | 1982 |
Education | Swarthmore College, B.A. |
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Biography |
James B. Lovelace is an equity portfolio manager at Capital Group. He has 42 years of investment industry experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Jim covered beverages & tobacco, restaurants & lodging, household products and personal care companies. Jim 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 philosophy from Swarthmore College. |
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Fund Manager | Grant Cambridge | Manager Start Date | 21/09/2018 | Career Start Year | 1993 |
Education | Bentley University, B.A. | Suffolk University, M.A. | Harvard University, M.B.A. |
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Biography |
Grant L. Cambridge is a portfolio manager at Capital Group. He has 31 years of investment industry experience and has been with Capital Group for 27 years. Earlier in his career, as an equity investment analyst at Capital, he covered insurance, airlines, air freight, home builders, asset managers and software companies, as well as small- and mid-cap companies. Prior to joining Capital, he worked for BTM Capital, a subsidiary of the Bank of Tokyo-Mitsubishi in Boston. |
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Fund Manager | William Robbins | Manager Start Date | 16/11/2023 | Career Start Year | 1993 |
Education | Harvard Business School, M.B.A. | Harvard College, B.A./B.S. |
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Biography |
William L. Robbins is an equity portfolio manager at Capital Group. He also serves on the Portfolio Solutions Committee and the Target Date Solutions Committee. He has 31 years of investment industry experience and has been with Capital Group for 29 years. Earlier in his career, as an equity investment analyst at Capital, Will covered small-capitalization companies, REITs and U.S. banks. Prior to joining Capital, he was a part of the investment team at Tiger Management Corp. in New York and a financial analyst with Morgan Stanley. |
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Fund Manager | Fergus MacDonald | Manager Start Date | 21/09/2018 | Career Start Year | 1993 |
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Biography |
Fergus N. MacDonald is a fixed income portfolio manager at Capital Group. He has 31 years of investment industry experience and has been with Capital Group for 20 years. Earlier in his career at Capital, he was a fixed income investment analyst covering mortgage-backed securities. Prior to joining Capital, he was a vice president at Goldman Sachs & Co. and an associate in the derivative products group at Morgan Stanley. Before that, Fergus was a consultant and actuary at Hewitt Bacon & Woodrow in London. |
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Fund Manager | Alfonso Barroso | Manager Start Date | 21/09/2018 | Career Start Year | 1995 |
Education | Harvard University, B.A./B.S. |
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Biography |
Alfonso Barroso is an equity portfolio manager at Capital Group. He has 29 years of investment industry 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. |
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Fund Manager | Winnie Kwan | Manager Start Date | 21/09/2018 | Career Start Year | 1997 |
Education | University of Cambridge, B.A. | University of Cambridge, M.A. |
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Biography |
Winnie Kwan is an equity portfolio manager at Capital Group. She has 27 years of investment industry experience and has been with Capital Group for 24 years. Earlier in her career, as an equity investment analyst at Capital, she covered global exchanges, Asian utilities and small-cap companies. Prior to joining Capital, Winnie worked with Morgan Stanley in London, Hong Kong and Singapore. She holds both master's and bachelor's degrees in economics from Trinity College at the University of Cambridge. Winnie is based in Hong Kong. |
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Fund Manager | Caroline Randall | Manager Start Date | 01/01/2021 | Career Start Year | 1998 |
Education | University of Cambridge, M.S. | University of Cambridge, B.A./B.S. |
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Biography |
Caroline Randall is a portfolio manager at Capital Group. She also serves on the Capital Group Management Committee. She has 26 years of investment industry experience and has been with Capital Group for 18 years. Earlier in her career at Capital, as an equity investment analyst, she covered European utilities and transportation companies. Prior to joining Capital, she was head of European utilities research at J.P. Morgan. |
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Fund Manager | Steven Watson | Manager Start Date | 21/09/2018 |
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Biography |
Steven T. Watson is an equity portfolio manager at Capital Group. He also serves on the Global Solutions Committee. He has 36 years of investment industry experience and has been with Capital Group for 34 years. Earlier in his career, as an equity investment analyst at Capital, he covered Asian property and transportation, as well as European transportation and utilities companies. Before joining Capital, Steven was a buy-side research analyst for Sanford C. Bernstein & Co. in New York. He holds an MBA in finance from New York University Graduate School of Business Administration, a master's degree in French studies from New York University Institute of French Studies and a bachelor's degree in French from the University of Massachusetts graduating cum laude. He also studied Mandarin Chinese at Wuhan University and the Shanghai Foreign Language Institute in China. Steven is based in Hong Kong. |
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Fund Manager | Charles Ellwein | Manager Start Date | 01/03/2022 | Career Start Year | 1996 |
Education | 1900, Stanford University, M.B.A. |
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Biography |
Charles E. Ellwein is an equity portfolio manager at Capital Group. He has 27 years of investment industry experience and has been with Capital Group for 18 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. commercial and professional services, Canada as a generalist, U.S. Exchanges and global telecom equipment. Prior to joining Capital, he was a managing member at Farallon Capital Management in San Francisco, responsible for investments in the technology and media sectors. He holds an MBA with honors from Stanford Graduate School of Business and a bachelor's degree with honors in electrical engineering from Brown University. Charles is based in San Francisco. |
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Fund Manager | Aline Avzaradel | Manager Start Date | 01/01/2021 | Career Start Year | 2003 |
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Biography |
Aline Avzaradel is an equity portfolio manager at Capital Group. She has 21 years of investment industry experience and has been with Capital Group for 19 years. Earlier in her career at Capital, as an equity analyst, she covered U.S. insurance companies as well as the apparel industry, nonalcoholic beverages and packaged food companies. Prior to joining Capital, Aline was an investment banking analyst with Morgan Stanley in New York. |
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Fund Manager | David Hoag | Manager Start Date | 21/09/2018 | Career Start Year | 1988 |
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Biography |
David A. Hoag is a fixed income portfolio manager at Capital Group. He also serves on the Fixed Income Management Committee and the Target Date Solutions Committee. He has 36 years of investment industry experience and has been with Capital Group for 32 years. Earlier in his career, as a fixed income investment analyst at Capital, he covered municipal bonds. He holds an MBA in finance from the University of Chicago Booth School of Business and a bachelor's degree in economics and business from Wheaton College, Illinois. David is based in Los Angeles. |