Provider: Capital International Sàrl
Risk profiles: Equities
Currencies: CHF
The portfolio invests in global equities and seeks long-term capital growth by investing in common stocks of companies worldwide. The discretionary mandate is only available from CHF 50 million, but there are fund alternatives - please contact us for more information.
Capital Group's New Perspective strategy is a core, flexible, global equity strategy that has remained relevant for almost 50 years through bottom-up research. It identifies companies that benefit from and drive transformative change resulting from changing global trade patterns and long-term, multi-generational structural change processes in the global economy.
New Perspective aims to achieve long-term capital growth without targeting income or yield by investing in a spectrum of multinational companies - from emerging multinationals to today's established global champions.
Founded in 1931, Capital Group is one of the largest privately held investment companies. Investment management has always been our only business and we remain committed to our research-based, consistent approach to delivering strong, long-term investment results for our clients.
Register as a provider on Zwei Wealth
Gain access to our digital portal, participate and attract new clients and assets through Zwei Wealth's platform.