Capital Group New Perspective Fund (LUX) ZLRegister 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 | 16.93 | -0.24 | 24.92 | 29.20 | 18.85 | -16.65 | 17.42 | 12.28 |
+/- Category | -0.08 | 4.51 | 0.69 | 5.50 | 4.28 | 1.43 | 1.40 | 1.16 |
+/- Category Index | - | - | - | - | 0.78 | 2.32 | -4.89 | -3.80 |
% Rank in Category | 44 | 19 | 49 | 24 | 33 | 49 | 39 | 40 |
Trailing Returns (GBP) | 12/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.04 | 0.00 | 0.04 |
1 Week | -0.76 | -0.42 | -0.03 |
1 Month | 2.10 | 1.40 | -0.45 |
3 Months | 4.25 | 1.78 | -2.19 |
6 Months | 13.87 | 2.87 | -2.91 |
YTD | 13.00 | 2.99 | -4.03 |
1 Year | 21.42 | 4.10 | -5.65 |
3 Years Annualised | 6.11 | 3.34 | -1.33 |
5 Years Annualised | 11.67 | 3.20 | -0.11 |
10 Years Annualised* | 13.83 | 2.81 | 0.42 |
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 | 9.02 | 2.99 | - | - |
2023 | 7.22 | 3.26 | -0.53 | 6.61 |
2022 | -7.25 | -12.50 | 2.11 | 0.59 |
2021 | 1.16 | 8.16 | 2.59 | 5.88 |
2020 | -12.59 | 24.15 | 7.51 | 10.75 |
2019 | 11.27 | 6.71 | 2.70 | 2.43 |
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