Capital Group New Economy Fund (LUX) ZL (CHF)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 11.4 | -21.0 | 21.2 | 14.7 |
![]() | +/-Cat | - | -3.2 | -2.9 | 5.2 | 5.8 |
![]() | +/-B’mrk | - | -6.7 | -2.0 | -1.1 | 1.0 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 14/08/2024 | CHF 13.96 | |
Day Change | 0.56% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
ISIN | LU2099831096 | |
Fund Size (Mil) 14/08/2024 | USD 604.31 | |
Share Class Size (Mil) 14/08/2024 | USD 253.05 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 26/01/2024 | 0.68% |
Morningstar Research |
Analyst Report | 10/07/2024 Stephen Welch, Senior Analyst Morningstar, Inc |
Capital Group New Economy's deep resources and flexible approach merit a Morningstar Analyst Rating of Silver for its cheapest share classes and Bronze for its pricier ones.This strategy's management team has seen changes recently, but it remains... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 25 |
Process | 24 |
Performance | |
Price |
Investment Objective: Capital Group New Economy Fund (LUX) ZL (CHF) |
The fund seeks long-term growth of capital. The Fund seeks to achieve its objective by investing in securities of companies that can benefit from innovation, exploit new technologies or provide products and services that meet the demands of an evolving global economy. In pursuing its investment objective, the Fund invests primarily in common stocks that the Investment Adviser believes have the potential for growth. The Fund also invests in common stocks with the potential to pay dividends. The Fund may invest a significant portion of its assets in issuers based outside the United States, including those based in developing countries. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Harold La 07/11/2019 | ||
Paul Benjamin 01/05/2023 | ||
Click here to see others | ||
Inception Date 21/02/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Capital Group New Economy Fund (LUX) ZL (CHF) | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.41 |
![]() | ![]() | 5.91 |
![]() | ![]() | 3.66 |
![]() | ![]() | 3.61 |
![]() | ![]() | 3.10 |
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Capital Group New Economy Fund (LUX) ZL (CHF) |