Capital Group New Perspective Fund (LUX) Z

Growth Of 1000 (GBP)

30/04/2022

	Fund: Capital Group New Perspective Fund (LUX) Z
	Category: Global Large-Cap Growth Equity
	Category Index: MSCI ACWI Growth NR USD

Annual Returns (GBP)						30/04/2022
	2015*	2016	2017	2018	2019	2020	2021	30/04
Price Return	11.34	20.85	16.75	-0.41	24.61	28.95	18.60	-12.76
+/- Category	5.22	0.49	-0.27	4.33	0.38	5.25	4.03	0.78
+/- Category Index	3.91	-2.33	-2.00	2.01	-2.99	-0.53	0.41	0.74
% Rank in Category	8	48	45	20	52	24	34	51

Trailing Returns (GBP)			19/05/2022
	Total Returns	+/- Category	+/- Category Index
1 Day	-0.30	-0.66	0.82
1 Week	-0.66	-2.22	0.39
1 Month	-9.30	-2.93	1.19
3 Months	-6.27	-0.68	2.13
6 Months	-19.75	-0.42	1.99
YTD	-17.78	-0.46	1.77
1 Year	-3.48	2.27	0.62
3 Years Annualised	11.16	2.78	0.39
5 Years Annualised	10.90	1.79	-0.06
10 Years Annualised*	14.17	2.33	0.44

Category: Global Large-Cap Growth Equity
Category Index: MSCI ACWI Growth NR USD

Quarterly Returns (GBP)				30/04/2022
	Quarter 1	Quarter 2	Quarter 3	Quarter 4
2022	-7.31	-	-	-
2021	1.13	8.09	2.50	5.85
2020	-12.57	24.04	7.40	10.70
2019	11.24	6.65	2.63	2.35
2018	-1.91	8.94	4.95	-11.20
2017	7.58	2.97	1.29	4.05

Standardised Performance
Yr to	Yr to	Yr to	Yr to	Yr to
31 Mar 18	31 Mar 19	31 Mar 20	31 Mar 21	31 Mar 22
6.45	12.94	-2.06	49.15	8.70

12 Months Total Return % (Bid to Bid)

* 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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