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Capital Group Gl Growth and Inc (LUX) B USD

Ranked 164 out of 341 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

David Carpenter

Patrice Collette

Patrice Collette is an equity portfolio manager at Capital Group, where he has worked for 14 years. Collette’s current responsibilities include coverage as an investment analyst of European chemicals and insurance companies. Earlier in his career at Capital, Collette also covered European health care supplies, devices and service companies. Prior to joining Capital, he worked at two private banking firms, Lombard Odier & Cie, and Banque Syz & Co. He holds an MBA from INSEAD, France, and degrees from the Graduate Institute of International Studies in Geneva and the Universities of Lausanne and Geneva. He is also a CFA Charter holder.

Isabelle de Wismes

As a portfolio manager at Capital Group, Isabelle de Wismes is keen to conduct thorough research when stock-picking, meeting with a company’s management and learning about its industry to seek out those that have evidence of competitive advantages and the ability to sustain them. With over 29 years investment experience, de Wismes has previously worked as a senior investment analyst at Compagnie Financière S.G. Warburg, as well as an analyst at Compagnie Financière de Paribas in Paris. She is a member of the French Federation of Financial Analysts Society and is currently based in London.

Leo Hee


The fund invests primarily in global equities that are admitted to an official listing or traded on other regulated markets. It normally invests in shares of companies in any country in the MSCI All Country World Index and Luxembourg. It is managed on a stock by stock basis without reference to index weighting. It is focused on investing in companies from developed markets with long-term potential of capital growth and dividend income. Some emerging markets securities may also be purchased. The fund does not use short-selling or leverage.

Showing fund performance in Netherlands View performance globally


Global over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 7.2% 3.7% -1.8% 0.9% 4.3%
2016 10.9% -5.0% 3.1% 3.8% 9.0%
2015 5.5% 11.4% -4.2% -8.4% 7.8%
2014 15.8% 0.8% 3.8% 3.9% 6.6%
2013 17.2% 10.5% -0.4% 0.8% 5.6%
2012 14.0% 6.5% 2.1% 4.5% 0.4%
2011 -3.8% -3.0% -2.7% -7.2% 9.9%
2010 16.7% 7.6% -1.7% 2.1% 8.1%
2009 33.7% -5.9% 14.3% 14.1% 9.1%
2008 -3.9% -6.8% -17.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date31/01/2008
  • Share Class size08Mn
  • Base currencyUSD
  • ISIN LU0342050274

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0


  • Annual management1.50%
  • Initial investment1.5

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