Capital Group New Perspective Fund (LUX) ZLgd (GBP)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 13.88 | -0.55 | 24.94 | 29.32 | 18.93 | -17.15 | 18.06 | 9.06 |
+/- Category | -3.13 | 4.19 | 0.71 | 5.62 | 4.36 | 0.93 | 2.03 | -0.19 |
+/- Category Index | - | - | - | - | 0.86 | 1.82 | -4.25 | -0.95 |
% Rank in Category | 44 | 19 | 51 | 24 | 33 | 49 | 39 | 49 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.12 | 0.74 | -0.47 |
1 Week | 2.03 | 1.19 | -1.09 |
1 Month | -1.28 | 1.36 | -0.12 |
3 Months | 6.17 | 1.54 | 0.03 |
6 Months | 18.50 | 0.55 | -2.48 |
YTD | 7.54 | 1.92 | -0.98 |
1 Year | 20.14 | 3.02 | -4.28 |
3 Years Annualised | 5.50 | 2.89 | -0.75 |
5 Years Annualised | 11.71 | 2.76 | 0.39 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.06 | - | - | - |
2023 | 8.00 | 3.19 | -0.59 | 6.56 |
2022 | -7.09 | -12.93 | 2.34 | 0.07 |
2021 | 1.24 | 7.94 | 2.79 | 5.87 |
2020 | -12.61 | 24.00 | 7.92 | 10.58 |
2019 | 11.40 | 6.91 | 2.72 | 2.13 |
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