Capital Group New Economy Fund (LUX) BH-GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 25.8 | 14.8 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 13/08/2024 | GBP 12.04 | |
Day Change | 1.69% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | LU2473333396 | |
Fund Size (Mil) 14/08/2024 | USD 604.31 | |
Share Class Size (Mil) 14/08/2024 | GBP 0.14 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 26/01/2024 | 1.65% |
Investment Objective: Capital Group New Economy Fund (LUX) BH-GBP |
The fund seeks long-term growth of capital. The Fund seeks to achieve its objective by investing in securities of companies that can benefit from innovation, exploit new technologies or provide products and services that meet the demands of an evolving global economy. In pursuing its investment objective, the Fund invests primarily in common stocks that the Investment Adviser believes have the potential for growth. The Fund also invests in common stocks with the potential to pay dividends. The Fund may invest a significant portion of its assets in issuers based outside the United States, including those based in developing countries. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Harold La 07/11/2019 | ||
Paul Benjamin 01/05/2023 | ||
Click here to see others | ||
Inception Date 06/05/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Capital Group New Economy Fund (LUX) BH-GBP | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.41 |
![]() | ![]() | 5.91 |
![]() | ![]() | 3.66 |
![]() | ![]() | 3.61 |
![]() | ![]() | 3.10 |
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Capital Group New Economy Fund (LUX) BH-GBP |