Capital Group New Perspective Fund (LUX) Z

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Performance History30/04/2022
Growth of 1,000 (GBP) Advanced Graph
Capital Group New Perspective Fund (LUX) Z
Fund-0.424.628.918.6-12.8
+/-Cat4.30.45.24.00.8
+/-B’mrk2.0-3.0-0.50.40.7
 
Key Stats
NAV
17/05/2022
 USD 19.10
Day Change 0.68%
Morningstar Category™ Global Large-Cap Growth Equity
ISIN LU1295555210
Fund Size (Mil)
17/05/2022
 USD 13751.13
Share Class Size (Mil)
17/05/2022
 USD 1307.22
Max Initial Charge 5.25%
Ongoing Charge
08/02/2022
  0.85%
Morningstar Research
Analyst Report

Seasoned leadership continues to guide Capital Group New Perspective using a proven method for finding firms benefiting from global trade. Its cheapest share classes earn a Morningstar Analyst Rating of Gold, while pricier shares come in at...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleHigh
ParentHigh
ProcessAbove Average
Performance
Price
Investment Objective: Capital Group New Perspective Fund (LUX) Z
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. In pursuing its investment objective, the Fund invests primarily in common stocks that the Investment Adviser believes have the potential for growth.
Returns
Trailing Returns (GBP)17/05/2022
YTD-14.84
3 Years Annualised12.47
5 Years Annualised11.65
10 Years Annualised*14.47
12 Month Yield 0.00
Management
Manager Name
Start Date
Robert Lovelace
30/10/2015
Jonathan Knowles
30/10/2015
Click here to see others
Inception Date
30/10/2015
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR USDMSCI ACWI Growth NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Capital Group New Perspective Fund (LUX) Z31/03/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock95.350.0095.35
Bond0.000.000.00
Property0.000.000.00
Cash4.600.004.60
Other0.050.000.05
Top 5 Regions%
United States58.00
Eurozone13.02
Europe - ex Euro7.44
Asia - Developed6.91
United Kingdom4.26
Top 5 Sectors%
Technology21.02
Consumer Cyclical20.40
Healthcare13.38
Financial Services11.93
Communication Services8.95
Top 5 HoldingsSector%
Tesla IncConsumer CyclicalConsumer Cyclical8.48
Microsoft CorpTechnologyTechnology4.09
Taiwan Semiconductor Manufacturi... TechnologyTechnology2.89
Meta Platforms Inc Class ACommunication ServicesCommunication Services2.14
Amazon.com IncConsumer CyclicalConsumer Cyclical2.09
Capital Group New Perspective Fund (LUX) Z

Related

* This share class has performance data calculated prior to the inception date, 2015-10-30. This is based upon a simulated/extended track record, using the track record of American Funds New Perspective A (ISIN: US6480181097), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)