Capital Group New Perspective Fund (LUX) ZL

Performance History30/09/2020
Growth of 1,000 (GBP) Advanced Graph
Capital Group New Perspective Fund (LUX) ZL
Fund20.716.9-0.224.916.7
+/-Cat0.4-0.14.50.71.3
+/-B’mrk-2.5-1.82.2-2.7-4.4
 
Key Stats
NAV
16/10/2020
 USD 18.44
Day Change 0.01%
Morningstar Category™ Global Large-Cap Growth Equity
ISIN LU1310446312
Fund Size (Mil)
16/10/2020
 USD 9485.26
Share Class Size (Mil)
16/10/2020
 USD 327.02
Max Initial Charge 5.25%
Ongoing Charge
14/07/2020
  0.65%
Morningstar Research
Analyst Report

Capital Group New Perspective's veteran managers deftly navigate the global investment universe, earning its cheapest share classes a Morningstar Analyst Rating of Gold, while pricier shares net Silver to Bronze.The strategy mixes a proven...

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) ZL
Aims 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)16/10/2020
YTD20.58
3 Years Annualised14.58
5 Years Annualised*17.56
10 Years Annualised*13.96
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
02/12/2015
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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) ZL30/09/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock95.900.0095.90
Bond0.020.000.02
Property0.000.000.00
Cash4.090.004.09
Other0.000.000.00
Top 5 Regions%
United States56.41
Eurozone13.04
Europe - ex Euro7.27
Asia - Developed6.94
United Kingdom4.58
Top 5 Sectors%
Technology19.49
Consumer Cyclical18.09
Healthcare14.04
Financial Services13.96
Communication Services11.41
Top 5 HoldingsSector%
Tesla IncConsumer CyclicalConsumer Cyclical6.50
Amazon.com IncConsumer CyclicalConsumer Cyclical3.41
Facebook Inc ACommunication ServicesCommunication Services3.27
Microsoft CorpTechnologyTechnology3.01
Taiwan Semiconductor Manufacturi... TechnologyTechnology2.79
Capital Group New Perspective Fund (LUX) ZL

Related

* This share class has performance data calculated prior to the inception date, 2015-12-02. 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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