Capital Group New Perspective Fund (LUX) Ph-CHFRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 23.0 | 2.5 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 17/04/2024 | CHF 20.51 | |
Day Change | -0.66% | |
Morningstar Category™ | Other Equity | |
ISIN | LU2431678767 | |
Fund Size (Mil) 17/04/2024 | USD 13268.08 | |
Share Class Size (Mil) 17/04/2024 | CHF 0.20 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 31/01/2024 | 0.70% |
Investment Objective: Capital Group New Perspective Fund (LUX) Ph-CHF |
The Fund’s investment objective is 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, which may include Emerging Markets. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Robert Lovelace 30/10/2015 | ||
Brady Enright 30/10/2015 | ||
Click here to see others | ||
Inception Date 20/01/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Capital Group New Perspective Fund (LUX) Ph-CHF | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 3.86 |
Meta Platforms Inc Class A | Communication Services | 3.35 |
Novo Nordisk A/S Class B | Healthcare | 3.00 |
Taiwan Semiconductor Manufacturi... | Technology | 2.55 |
Broadcom Inc | Technology | 2.43 |
Increase Decrease New since last portfolio | ||
Capital Group New Perspective Fund (LUX) Ph-CHF |