Capital Group New Perspective Fund (LUX) Z (CHF)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 16.86 | -0.80 | 24.97 | 29.19 | 18.40 | -16.85 | 17.13 | 10.55 |
+/- Category | -0.16 | 3.95 | 0.74 | 5.49 | 3.83 | 1.23 | 1.11 | 1.69 |
+/- Category Index | - | - | - | - | 0.33 | 2.13 | -5.18 | -3.10 |
% Rank in Category | 45 | 20 | 52 | 24 | 34 | 50 | 40 | 33 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.41 | 0.60 | 0.04 |
1 Week | 4.67 | 2.86 | 0.35 |
1 Month | -2.09 | 1.41 | 1.64 |
3 Months | -0.01 | 2.41 | -1.51 |
6 Months | 5.36 | 3.43 | -0.45 |
YTD | 10.55 | 4.37 | -2.10 |
1 Year | 16.58 | 3.61 | -3.93 |
3 Years Annualised | 4.43 | 3.54 | -1.13 |
5 Years Annualised | 11.26 | 3.45 | 0.12 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.15 | 2.79 | - | - |
2023 | 7.35 | 3.09 | -0.57 | 6.45 |
2022 | -6.91 | -13.15 | 2.63 | 0.23 |
2021 | 1.42 | 7.74 | 2.29 | 5.93 |
2020 | -13.00 | 24.68 | 7.68 | 10.60 |
2019 | 11.58 | 6.81 | 2.65 | 2.16 |
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