Capital Group New Perspective Fund (LUX) Zd (CHF)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 16.83 | -0.73 | 24.87 | 29.20 | 18.40 | -16.89 | 17.17 | 11.47 |
+/- Category | -0.19 | 4.01 | 0.64 | 5.51 | 3.83 | 1.19 | 1.15 | 0.35 |
+/- Category Index | - | - | - | - | 0.33 | 2.09 | -5.14 | -4.61 |
% Rank in Category | 44 | 20 | 53 | 24 | 35 | 50 | 40 | 42 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.05 | -0.08 | -0.03 |
1 Week | -0.51 | -0.17 | 0.12 |
1 Month | 1.31 | 0.61 | 0.01 |
3 Months | 5.66 | 3.20 | -2.34 |
6 Months | 13.79 | 2.79 | -2.84 |
YTD | 12.15 | 2.14 | -4.86 |
1 Year | 19.50 | 2.18 | -6.66 |
3 Years Annualised | 5.89 | 3.11 | -1.65 |
5 Years Annualised | 11.12 | 2.65 | -0.52 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.44 | 2.80 | - | - |
2023 | 7.39 | 3.10 | -0.53 | 6.40 |
2022 | -6.88 | -13.19 | 2.60 | 0.21 |
2021 | 1.40 | 7.79 | 2.26 | 5.93 |
2020 | -13.00 | 24.71 | 7.70 | 10.58 |
2019 | 11.51 | 6.85 | 2.61 | 2.14 |
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