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Capital Group New Perspective Fund (LUX) Z

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Performance History30/09/2021
Growth of 1,000 (GBP) Advanced Graph
Capital Group New Perspective Fund (LUX) Z
Fund16.8-0.424.628.912.0
+/-Cat-0.34.30.45.21.9
+/-B’mrk-2.02.0-3.0-0.51.0
 
Category: Global Large-Cap Growth Equity
Category Benchmark: MSCI ACWI Growth NR USD
Key Stats
NAV
19/10/2021		 USD 23.92
Day Change 0.10%
Morningstar Category™ Global Large-Cap Growth Equity
ISIN LU1295555210
Fund Size (Mil)
19/10/2021		 USD 17495.59
Share Class Size (Mil)
19/10/2021		 USD 1831.15
Max Initial Charge 5.25%
Ongoing Charge
10/02/2021		  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)19/10/2021
YTD14.31
3 Years Annualised20.64
5 Years Annualised16.15
10 Years Annualised*16.53
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) Z30/09/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock96.520.0096.52
Bond0.000.000.00
Property0.000.000.00
Cash3.430.003.43
Other0.050.000.05
Top 5 Regions%
United States56.51
Eurozone14.36
Europe - ex Euro7.24
Asia - Developed7.08
United Kingdom3.65
Top 5 Sectors%
Technology21.64
Consumer Cyclical18.34
Financial Services13.76
Healthcare12.35
Communication Services11.13
Top 5 HoldingsSector%
Tesla IncConsumer CyclicalConsumer Cyclical5.87
Microsoft CorpTechnologyTechnology3.53
Facebook Inc Class ACommunication ServicesCommunication Services2.98
Taiwan Semiconductor Manufacturi... TechnologyTechnology2.95
Amazon.com IncConsumer CyclicalConsumer Cyclical2.91
Increase Decrease New since last portfolio
Capital Group New Perspective Fund (LUX) Z

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* 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)
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