Capital Group New Perspective Fund (LUX) Z

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageAbove Average4 star
10-Year*HighAverage5 star
Overall*HighAbove Average5 star
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1 Year Daily Volatility Chart (annualised)
  • Capital Group New Perspective Fund (LUX) Z
Volatility Measurements31/10/2021
3-Yr Std Dev14.54 %
3-Yr Mean Return23.16 %
3-Yr Sharpe Ratio1.42
Modern Portfolio Statistics31/10/202131/10/2021
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  Cat 25%Barclays EurAgg TR&75%FTSE Wld TR
3-Yr Beta1.031.26
3-Yr Alpha-0.415.74
* 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(