Capital Group New Perspective Fund (LUX) P

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Performance History31/10/2024
Growth of 1,000 (GBP) Advanced Graph
Capital Group New Perspective Fund (LUX) P
Fund-18.7-16.717.313.5
+/-Cat-4.11.41.32.2
+/-B’mrk-0.62.3-5.0-3.4
 
Key Stats
NAV
22/11/2024
 USD 26.42
Day Change 1.09%
Morningstar Category™ Global Large-Cap Growth Equity
ISIN LU2097333152
Fund Size (Mil)
22/11/2024
 USD 15687.37
Share Class Size (Mil)
22/11/2024
 USD 1037.46
Max Initial Charge 5.25%
Ongoing Charge
11/11/2024
  0.71%
Morningstar Research
Analyst Report24/06/2024
Stephen Welch, Senior Analyst
Morningstar, Inc

Capital Group New Perspective’s veteran leadership and time-tested approach targeting firms benefiting from global trade earn its cheapest share classes earn a Morningstar Analyst Rating of Gold. Pricier shares come in at Silver or Bronze.The...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People25
Parent25
Process24
Performance
Price
Investment Objective: Capital Group New Perspective Fund (LUX) P
The Fund’s investment objective is to provide long-term growth of capital. The Fund seeks to take advantage of investment opportunities generated by changes in global trade patterns and economic and political relationships by investing in common stocks of companies located around the world, which may include Emerging Markets.
Returns
Trailing Returns (GBP)22/11/2024
YTD19.03
3 Years Annualised4.48
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Brady Enright
30/10/2015
Noriko Chen
30/10/2015
Click here to see others
Inception Date
06/01/2020
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR USDMorningstar Gbl Growth TME NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Capital Group New Perspective Fund (LUX) P31/10/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock96.730.0096.73
Bond0.000.000.00
Property0.000.000.00
Cash3.150.003.15
Other0.120.000.12
Top 5 Regions%
United States55.09
Eurozone14.02
Europe - ex Euro9.36
Asia - Developed5.04
United Kingdom4.83
Top 5 Sectors%
Technology22.51
Healthcare16.55
Consumer Cyclical12.60
Financial Services12.56
Industrials11.90
Top 5 HoldingsSector%
Meta Platforms Inc Class ACommunication ServicesCommunication Services3.78
Microsoft CorpTechnologyTechnology3.26
Taiwan Semiconductor Manufacturi... TechnologyTechnology3.23
Broadcom IncTechnologyTechnology2.79
Novo Nordisk AS Class BHealthcareHealthcare2.50
Capital Group New Perspective Fund (LUX) P

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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