Notice to Shareholders from CAPITAL INTL (LU) - 02/10/2024
We refer to the notification letter from CAPITAL INTL (LU) with the following announcement(s).
1. CHANGE IN INVESTMENT POLICY.
Effective from 31/10/2024, the investment policy of the below fund/s will be amended:
• LU2227625451 CAPITAL GROUP NEW PERSPECTIVE "B" (HKD) ACC
• LU1295555210 CAPITAL GROUP NEW PERSPECTIVE "Z" (USD) ACC
Material Changes & ESG: Change from 10% to 5% for maximum investment in non-convertible debt securities rated Baa1/BBB+ or below (or judged equivalent by the investment adviser). Introduction of a minimum 10% of sustainable investments. Modification of the Negative Screening Policy about conventional and nuclear weapons. Enhancement of the ESG-related disclosures.
2. CHANGE IN INVESTMENT POLICY.
Effective from 31/10/2024, the investment policy of the below fund/s will be amended:
• LU2050928204 CAPITAL GROUP NEW ECONOMY "Z" (HKD) ACC
• LU2032731189 CAPITAL GROUP NEW ECONOMY "Z" (USDHDG) ACC
ESG: Introduction of a minimum 10% of sustainable investments. Modification of the Negative Screening Policy about conventional and nuclear weapons. Enhancement of the ESG-related disclosures.
