Capital Group New Perspective Fund (LUX) ZLRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 16.93 | -0.24 | 24.92 | 29.20 | 18.85 | -16.65 | 17.42 | 6.25 |
+/- Category | -0.08 | 4.51 | 0.69 | 5.50 | 4.28 | 1.43 | 1.40 | -0.54 |
+/- Category Index | - | - | - | - | 0.78 | 2.32 | -4.89 | -1.50 |
% Rank in Category | 44 | 19 | 49 | 24 | 33 | 49 | 39 | 54 |
Trailing Returns (GBP) | 27/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.32 | 0.35 | 0.01 |
1 Week | 0.64 | -0.49 | -0.14 |
1 Month | 2.77 | 0.44 | 0.20 |
3 Months | 9.27 | 0.46 | -1.15 |
6 Months | 16.45 | -0.81 | -2.49 |
YTD | 9.27 | 0.78 | -0.86 |
1 Year | 22.68 | 1.87 | -4.68 |
3 Years Annualised | 8.14 | 2.51 | -0.92 |
5 Years Annualised | 13.50 | 2.75 | 0.44 |
10 Years Annualised* | 13.56 | 2.49 | 0.47 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 7.22 | 3.26 | -0.53 | 6.61 |
2022 | -7.25 | -12.50 | 2.11 | 0.59 |
2021 | 1.16 | 8.16 | 2.59 | 5.88 |
2020 | -12.59 | 24.15 | 7.51 | 10.75 |
2019 | 11.27 | 6.71 | 2.70 | 2.43 |
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