Capital Group New Perspective Fund (LUX) ZLd (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 | 17.43 | -0.46 | 24.90 | 29.26 | 18.92 | -17.13 | 18.08 | 9.92 |
+/- Category | 0.41 | 4.29 | 0.67 | 5.56 | 4.35 | 0.95 | 2.05 | 1.06 |
+/- Category Index | - | - | - | - | 0.85 | 1.84 | -4.23 | -3.73 |
% Rank in Category | 44 | 19 | 50 | 24 | 33 | 49 | 39 | 31 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.59 | 0.78 | 0.23 |
1 Week | 3.90 | 2.08 | -0.42 |
1 Month | -2.15 | 1.35 | 1.58 |
3 Months | 0.00 | 2.42 | -1.50 |
6 Months | 5.42 | 3.49 | -0.39 |
YTD | 9.63 | 3.44 | -3.03 |
1 Year | 15.89 | 2.92 | -4.62 |
3 Years Annualised | 4.36 | 3.47 | -1.20 |
5 Years Annualised | 11.32 | 3.52 | 0.18 |
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 | 8.16 | 2.93 | - | - |
2023 | 8.02 | 3.15 | -0.56 | 6.57 |
2022 | -7.09 | -12.89 | 2.33 | 0.07 |
2021 | 1.28 | 7.94 | 2.72 | 5.90 |
2020 | -12.64 | 23.93 | 7.96 | 10.58 |
2019 | 11.40 | 6.89 | 2.72 | 2.12 |
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