Capital Group New Perspective Fund (LUX) ZRegister to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -0.4 | 24.6 | 28.9 | 18.6 | -12.8 |
![]() | +/-Cat | 4.3 | 0.4 | 5.2 | 4.0 | 0.8 |
![]() | +/-B’mrk | 2.0 | -3.0 | -0.5 | 0.4 | 0.7 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: MSCI ACWI Growth NR USD |
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 | |
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People | High |
Parent | High |
Process | Above 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 | |||||||||||||
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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 Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | MSCI ACWI Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Capital Group New Perspective Fund (LUX) Z | 31/03/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.48 |
![]() | ![]() | 4.09 |
![]() | ![]() | 2.89 |
![]() | ![]() | 2.14 |
![]() | ![]() | 2.09 |
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Capital Group New Perspective Fund (LUX) Z |