Capital Group New Perspective Fund (LUX) Pd (GBP)Register to Unlock Ratings |
Performance History | 31/05/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
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Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 14/06/2024 | GBP 19.36 | |
Day Change | 0.05% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | LU2814761495 | |
Fund Size (Mil) 14/06/2024 | USD 14312.04 | |
Share Class Size (Mil) 14/06/2024 | USD 0.09 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 30/04/2024 | 0.70% |
Morningstar Research |
Analyst Report | 03/07/2023 Stephen Welch, Senior Analyst Morningstar, Inc |
Capital Group New Perspective’s veteran leadership and time-tested approach targeting firms benefiting from global trade earn its cheapest share classes earn a Morningstar Analyst Rating of Gold. Pricier shares come in at Silver or Bronze.The... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 25 |
Process | 24 |
Performance | |
Price |
Investment Objective: Capital Group New Perspective Fund (LUX) Pd (GBP) |
The Fund’s investment objective is to provide long-term growth of capital. The Fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world, which may include Emerging Markets. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Brady Enright 30/10/2015 | ||
Noriko Chen 30/10/2015 | ||
Click here to see others | ||
Inception Date 28/08/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Capital Group New Perspective Fund (LUX) Pd (GBP) | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.55 |
![]() | ![]() | 3.20 |
![]() | ![]() | 3.18 |
![]() | ![]() | 2.67 |
![]() | ![]() | 2.49 |
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Capital Group New Perspective Fund (LUX) Pd (GBP) |