Capital Group New Perspective Fund (LUX) ZRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 16.75 | -0.41 | 24.61 | 28.95 | 18.60 | -16.85 | 17.18 | 12.13 |
+/- Category | -0.27 | 4.33 | 0.38 | 5.25 | 4.03 | 1.23 | 1.16 | 1.01 |
+/- Category Index | - | - | - | - | 0.53 | 2.13 | -5.13 | -3.95 |
% Rank in Category | 45 | 20 | 52 | 24 | 34 | 50 | 40 | 42 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.11 | 0.64 | -0.11 |
1 Week | -0.55 | 0.00 | 0.18 |
1 Month | 1.23 | 0.47 | -1.32 |
3 Months | 5.39 | 4.12 | -1.05 |
6 Months | 13.35 | 2.79 | -3.43 |
YTD | 12.73 | 3.14 | -4.29 |
1 Year | 20.54 | 2.55 | -6.52 |
3 Years Annualised | 6.11 | 3.47 | -1.33 |
5 Years Annualised | 11.24 | 2.75 | -0.53 |
10 Years Annualised* | 13.62 | 2.52 | 0.21 |
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 | 8.95 | 2.92 | - | - |
2023 | 7.13 | 3.24 | -0.59 | 6.57 |
2022 | -7.31 | -12.53 | 2.04 | 0.51 |
2021 | 1.13 | 8.09 | 2.50 | 5.85 |
2020 | -12.57 | 24.04 | 7.40 | 10.70 |
2019 | 11.24 | 6.65 | 2.63 | 2.35 |
|
Advertisement |