Capital Group New Economy Fund (LUX) ZRegister 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 | 22.58 | 1.58 | 21.36 | 28.18 | 11.22 | -21.15 | 21.05 | 14.84 |
+/- Category | 5.56 | 6.32 | -2.88 | 4.48 | -3.35 | -3.07 | 5.02 | 5.97 |
+/- Category Index | - | - | - | - | -6.85 | -2.17 | -1.26 | 1.18 |
% Rank in Category | 12 | 13 | 77 | 25 | 68 | 73 | 23 | 11 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.57 | 1.76 | -0.01 |
1 Week | 4.09 | 2.28 | 0.50 |
1 Month | -2.87 | 0.63 | 1.21 |
3 Months | 2.28 | 4.70 | 0.91 |
6 Months | 7.11 | 5.18 | 0.26 |
YTD | 13.66 | 7.48 | 1.42 |
1 Year | 23.31 | 10.34 | 2.31 |
3 Years Annualised | 3.91 | 3.02 | -1.51 |
5 Years Annualised* | 8.98 | 1.17 | -1.64 |
10 Years Annualised* | 13.02 | 2.46 | 0.25 |
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 | 11.82 | 4.81 | - | - |
2023 | 6.73 | 4.22 | 0.56 | 8.22 |
2022 | -11.71 | -12.92 | 5.12 | -2.42 |
2021 | -0.71 | 7.19 | 2.05 | 2.40 |
2020 | -10.90 | 25.55 | 4.13 | 10.04 |
2019 | 12.08* | 4.09* | 1.48* | 2.51* |
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