It is often said by equity managers with a mandate to scour the entire globe for investment ideas that getting the geographic allocation right in any given year is the most important driver of returns.
That's one reason why the Capital Group New Perspective strategy, as the name suggests, takes a different view in its bid to outperform the market.
The Capital Group New Perspective strategy has been up and running for more than 43 years and has generated four times more wealth than its benchmark in Australian dollar terms over the period.
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