Capital Group New Perspective Fund (LUX) ZLdRegister 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 | 17.00 | -0.27 | 24.88 | 29.24 | 18.80 | -16.63 | 17.41 | 10.98 |
+/- Category | -0.01 | 4.47 | 0.65 | 5.55 | 4.24 | 1.45 | 1.39 | 2.12 |
+/- Category Index | - | - | - | - | 0.74 | 2.34 | -4.89 | -2.67 |
% Rank in Category | 44 | 19 | 50 | 24 | 33 | 49 | 39 | 31 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.28 | 1.47 | 0.91 |
1 Week | 3.21 | 1.40 | -1.11 |
1 Month | -2.38 | 1.11 | 1.34 |
3 Months | 0.15 | 2.56 | -1.35 |
6 Months | 6.67 | 4.74 | 0.86 |
YTD | 10.33 | 4.15 | -2.33 |
1 Year | 17.05 | 4.08 | -3.46 |
3 Years Annualised | 4.53 | 3.64 | -1.03 |
5 Years Annualised | 10.96 | 3.16 | -0.18 |
10 Years Annualised* | 13.44 | 2.88 | 0.68 |
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 | 9.05 | 2.98 | - | - |
2023 | 7.22 | 3.28 | -0.53 | 6.60 |
2022 | -7.23 | -12.51 | 2.12 | 0.59 |
2021 | 1.15 | 8.19 | 2.55 | 5.86 |
2020 | -12.57 | 24.21 | 7.42 | 10.79 |
2019 | 11.30 | 6.73 | 2.69 | 2.38 |
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