Capital Group New Perspective Fund (LUX) ZdRegister 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 | 16.86 | -0.43 | 24.59 | 29.01 | 18.52 | -16.83 | 17.19 | 12.15 |
+/- Category | -0.16 | 4.31 | 0.36 | 5.31 | 3.96 | 1.25 | 1.16 | 1.03 |
+/- Category Index | - | - | - | - | 0.46 | 2.14 | -5.12 | -3.93 |
% Rank in Category | 44 | 20 | 53 | 24 | 35 | 50 | 40 | 42 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.11 | -0.15 | -0.10 |
1 Week | -0.53 | -0.19 | 0.09 |
1 Month | 1.21 | 0.51 | -0.10 |
3 Months | 5.41 | 2.95 | -2.59 |
6 Months | 13.34 | 2.34 | -3.29 |
YTD | 12.76 | 2.75 | -4.25 |
1 Year | 20.54 | 3.22 | -5.62 |
3 Years Annualised | 6.10 | 3.33 | -1.44 |
5 Years Annualised | 11.25 | 2.78 | -0.39 |
10 Years Annualised* | 13.62 | 2.60 | 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 | 8.94 | 2.95 | - | - |
2023 | 7.15 | 3.23 | -0.59 | 6.57 |
2022 | -7.28 | -12.53 | 2.04 | 0.49 |
2021 | 1.08 | 8.15 | 2.45 | 5.83 |
2020 | -12.56 | 24.05 | 7.37 | 10.77 |
2019 | 11.26 | 6.65 | 2.61 | 2.32 |
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