Capital Group New Perspective Fund (LUX) PgdRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 17.3 | 10.9 |
![]() | +/-Cat | - | - | - | 1.3 | 2.0 |
![]() | +/-B’mrk | - | - | - | -5.0 | -2.8 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 13/08/2024 | USD 24.25 | |
Day Change | 1.26% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
ISIN | LU2522683247 | |
Fund Size (Mil) 13/08/2024 | USD 14622.31 | |
Share Class Size (Mil) 13/08/2024 | USD 18.34 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 12/02/2024 | 0.75% |
Investment Objective: Capital Group New Perspective Fund (LUX) Pgd |
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 international trade patterns and economic and political relationships by investing in common stocks of companies located around the world, which may include Emerging Markets. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Brady Enright 30/10/2015 | ||
Noriko Chen 30/10/2015 | ||
Click here to see others | ||
Inception Date 24/08/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Capital Group New Perspective Fund (LUX) Pgd | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.67 |
![]() | ![]() | 3.38 |
![]() | ![]() | 3.31 |
![]() | ![]() | 3.09 |
![]() | ![]() | 2.88 |
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Capital Group New Perspective Fund (LUX) Pgd |