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AI-99998© 2013 American Funds Distributors, Inc. Figures are past results and are not predictive of results in future periods. Investments are not FDIC-insured,

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Presentation on theme: "AI-99998© 2013 American Funds Distributors, Inc. Figures are past results and are not predictive of results in future periods. Investments are not FDIC-insured,"— Presentation transcript:

1 AI-99998© 2013 American Funds Distributors, Inc. Figures are past results and are not predictive of results in future periods. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

2 AI-35862© American Funds Distributors, Inc.V3

3 The world is open for business Are you participating? AI-35863© American Funds Distributors, Inc.V3

4 AI-35864© American Funds Distributors, Inc. Agenda  History in the making  Managing risk through research  Not if, but how, to put global investments to work in your portfolio V3

5 History in the making AI-35865© American Funds Distributors, Inc.V3

6 AI-35866© American Funds Distributors, Inc. A global vision of the U.S. ascent … but faster V3

7 AI-35867© American Funds Distributors, Inc. Despite the downturn, there remains an insatiable demand around the world for food, transportation, health care and education. You can’t put the genie back in the bottle. — Alan Berro Portfolio Manager V3

8 Managing risk through research AI-35868© American Funds Distributors, Inc.V3

9 AI-35869© American Funds Distributors, Inc. Deep and extensive research  History of global investing  Firsthand, bottom-up approach  Access to companies  Commitment to low management fees V3

10 AI-35870© American Funds Distributors, Inc. Our process is comprehensive … but not always traditional An example of our nontraditional research approach V3

11 AI-35871© American Funds Distributors, Inc. We’re a private company. We have the ability to continue to invest in our research. We’ve seen a lot of our competitors cut back on travel and conferences, and we don’t intend to do that. — Martin Romo Portfolio Manager V3

12 Not if, but how, to put global investments to work in your portfolio AI-35872© American Funds Distributors, Inc.V3

13 AI-35873© American Funds Distributors, Inc. New Perspective Fund ® Global flexibility  An early global equity fund  Objective and characteristics  Time-tested companies V3

14 AI-35874© American Funds Distributors, Inc. Global investing through a challenging landscape * The index is unmanaged and, therefore, has no expenses. † From March 13, 1973, through December 31, 1987, the MSCI World Index was used because the MSCI All Country World Index did not exist. MSCI World Index reflects dividends net of withholding taxes, and the MSCI ACWI results reflect dividends gross of withholding taxes through 12/31/00, and dividends net of withholding taxes thereafter. As outlined in the prospectus, the sales charge is reduced for accounts (and aggregated investments) of $25,000 or more and is eliminated for purchases of $1 million or more. There is no sales charge on dividends or capital gain distributions that are reinvested in additional shares. The maximum initial sales charge was 8.5% prior to July 1, Includes reinvested dividends of $168,269 and reinvested capital gain distributions of $415,521. Figures shown are past results for Class A shares and are not predictive of results in future periods. Current and future results may be lower or higher than those shown. Share prices and returns will vary, so investors may lose money. Investing for short periods makes losses more likely. Fund results are for Class A shares and reflect deduction of the maximum sales charge (5.75% for equity funds). For current information and month-end results, visit americanfunds.com. $10,000 ‘73‘78‘87‘98‘12 Energy crisis (1977) Record market declines (1987) Global economic turmoil (1998) Credit crisis (2008) V3 Hypothetical $10,000 investment in New Perspective Fund (3/13/73–12/31/12) $1,013,983 New Perspective Fund $261,722 MSCI All Country World Index* † $53,520 Consumer Price Index $426,129 S&P500 Index* $236,524 MSCI World Index*

15 AI-35875© American Funds Distributors, Inc. Ranked by average annual total return from 3/13/73 1 to 12/31/12 1 The fund’s inception date 2 Volatility is calculated by Lipper using annualized standard deviation (based on monthly returns), a measure of how returns over time have varied from the mean; a lower number signifies lower volatility. 3 The index for the U.S. is gross, all other MSCI indexes are net. 4 From 3/13/73, through 12/31/87, the MSCI World Index was used because the MSCI ACWI did not exist. MSCI World Index reflects dividends net of withholding taxes, and the MSCI ACWI results reflect dividends gross of withholding taxes through 12/31/00, and dividends net of withholding taxes thereafter. Source for top markets: MSCI Country indexes. Average annual total returns calculated in U.S. dollars with gross dividends reinvested. New Perspective Fund vs. top world markets Figures shown are past results for Class A shares and are not predictive of results in future periods. Current and future results may be lower or higher than those shown. Share prices and returns will vary, so investors may lose money. Investing for short periods makes losses more likely. Fund results shown are at net asset value with all distributions reinvested. If a sales charge had been deducted, the results would have been lower. For current information and month-end results, visit americanfunds.com. Sweden Denmark Switzerland United Kingdom Belgium France Norway U.S. 3 Australia Netherlands 12.9% 11.0% 10.7% 10.4% 9.7% 9.6% 9.5% 9.1% 9.2% MSCI ACWI 9.0% 8.9% New Perspective Fund Volatility 2 V3 Germany Hong Kong 8.5% % 15.1

16 AI-35876© American Funds Distributors, Inc. We don’t pick countries. We don’t pick industries. We find individual companies with the potential for superior results. Everything else flows from that. — Rob Lovelace Portfolio Manager V3

17 AI-35877© American Funds Distributors, Inc. The global opportunity  Take part in historic changes  Comprehensive global research effort  Put global investments to work in your portfolio V3

18 AI-35878© American Funds Distributors, Inc. American Funds investment results Average annual total returns for periods ended 9/30/13 Investment results assume all distributions are reinvested and reflect applicable fees and expenses. The expense ratio is as of the fund’s prospectus available at time of publication. When applicable, investment results reflect fee waivers and/or expense reimbursements, without which results would have been lower. Visit americanfunds.com for more information. Figures shown are past results for Class A shares and are not predictive of results in future periods. Current and future results may be lower or higher than those shown. Share prices and returns will vary, so investors may lose money. Investing for short periods makes losses more likely. Fund results are for Class A shares and reflect deduction of the maximum sales charge (5.75% for equity funds). For more current information and month- end results, visit americanfunds.com/adviser. New Perspective Fund 14.66% 8.85% 9.25% 0.80% 1 year 5 years 10 yearsExpense ratio

19 Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. © American Funds Distributors, Inc.AI-99980

20 MSCI country indexes are free float-adjusted market capitalization-weighted indexes that measure a specific country’s portion of the world market. MSCI USA Index is a free float-adjusted market capitalization-weighted index that is designed to measure the U.S. portion of the world market. Results reflect net dividends. MSCI World Index is a free float-adjusted market capitalization-weighted index that is designed to measure results of more than 20 developed equity markets. Results reflect net dividends. Market indexes are unmanaged and, therefore, have no expenses. AI-44440© American Funds Distributors, Inc.

21 If used after December 31, 2013, this presentation must be accompanied by a current American Funds quarterly statistical update. Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds. The return of principal for bond funds and for funds with significant underlying bond holdings is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings. In addition, there are ongoing fees and expenses associated with owning bond fund shares, which is in contrast to owning individual bonds. Bond prices and a bond fund’s share price will generally move in the opposite direction of interest rates. Diversifying investments does not insure against market loss. Investing outside the United States involves risks such as currency fluctuations, periods of illiquidity and price volatility, as more fully described in the prospectus. These risks may be heightened in connection with investments in developing countries. Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed-income investment professionals provide fixed-income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups. AI-44440© American Funds Distributors, Inc.

22 AI-99997© 2013 American Funds Distributors, Inc.


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