Capital Group New Perspective Fund (LUX) ZgdRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 16.83 | -0.40 | 24.63 | 28.99 | 18.53 | -16.81 | 17.18 | 6.17 |
+/- Category | -0.19 | 4.34 | 0.40 | 5.29 | 3.97 | 1.26 | 1.16 | -0.33 |
+/- Category Index | - | - | - | - | 0.47 | 2.16 | -5.13 | -0.84 |
% Rank in Category | 45 | 20 | 52 | 24 | 35 | 50 | 40 | 49 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.41 | 0.00 | -0.60 |
1 Week | -0.16 | -0.03 | -0.77 |
1 Month | -1.15 | 0.82 | -1.06 |
3 Months | 4.47 | 0.70 | -0.31 |
6 Months | 15.48 | 0.32 | -1.73 |
YTD | 7.63 | 1.83 | -1.56 |
1 Year | 19.14 | 2.55 | -5.34 |
3 Years Annualised | 5.79 | 2.95 | -1.18 |
5 Years Annualised | 11.71 | 2.51 | -0.02 |
10 Years Annualised* | 13.33 | 2.45 | 0.39 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.90 | - | - | - |
2023 | 7.17 | 3.20 | -0.59 | 6.58 |
2022 | -7.28 | -12.58 | 2.10 | 0.52 |
2021 | 1.11 | 8.06 | 2.51 | 5.83 |
2020 | -12.56 | 24.01 | 7.39 | 10.76 |
2019 | 11.19 | 6.70 | 2.64 | 2.35 |
|
Advertisement |