Capital Group New Perspective Fund (LUX) ZRegister 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 | 16.75 | -0.41 | 24.61 | 28.95 | 18.60 | -16.85 | 17.18 | 8.95 |
+/- Category | -0.27 | 4.33 | 0.38 | 5.25 | 4.03 | 1.23 | 1.16 | -0.30 |
+/- Category Index | - | - | - | - | 0.53 | 2.13 | -5.13 | -1.05 |
% Rank in Category | 45 | 20 | 52 | 24 | 34 | 50 | 40 | 50 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.13 | 0.01 | 0.07 |
1 Week | -3.26 | -1.57 | 0.03 |
1 Month | -1.04 | -0.05 | 0.09 |
3 Months | 6.72 | -0.96 | 0.22 |
6 Months | 12.78 | -0.38 | -1.58 |
YTD | 5.91 | 0.09 | -0.92 |
1 Year | 14.99 | -0.06 | -4.82 |
3 Years Annualised | 4.70 | 1.85 | -0.95 |
5 Years Annualised | 11.45 | 2.23 | 0.08 |
10 Years Annualised* | 13.19 | 2.29 | 0.43 |
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 | 8.95 | - | - | - |
2023 | 7.13 | 3.24 | -0.59 | 6.57 |
2022 | -7.31 | -12.53 | 2.04 | 0.51 |
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 |
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