Capital Group New Perspective Fund (LUX) Z (GBP)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 | 17.28 | -0.74 | 24.71 | 28.91 | 18.67 | -17.29 | 17.74 | 10.73 |
+/- Category | 0.27 | 4.01 | 0.48 | 5.21 | 4.10 | 0.79 | 1.72 | 1.86 |
+/- Category Index | - | - | - | - | 0.60 | 1.68 | -4.57 | -2.92 |
% Rank in Category | 45 | 20 | 52 | 24 | 34 | 50 | 40 | 33 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.68 | 0.87 | 0.31 |
1 Week | 3.97 | 2.16 | -0.35 |
1 Month | -2.12 | 1.37 | 1.61 |
3 Months | 0.00 | 2.42 | -1.50 |
6 Months | 5.39 | 3.46 | -0.42 |
YTD | 10.50 | 4.32 | -2.16 |
1 Year | 16.63 | 3.66 | -3.88 |
3 Years Annualised | 4.43 | 3.54 | -1.13 |
5 Years Annualised | 11.27 | 3.47 | 0.13 |
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 | 9.08 | 2.83 | - | - |
2023 | 7.93 | 3.11 | -0.66 | 6.50 |
2022 | -7.12 | -12.93 | 2.27 | 0.00 |
2021 | 1.25 | 7.88 | 2.66 | 5.82 |
2020 | -12.76 | 23.98 | 7.86 | 10.50 |
2019 | 11.35 | 6.86 | 2.67 | 2.08 |
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