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Capital Group New Perspective Fund (LUX) Z

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Capital International Management Company Sàrl
Fund Summary 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. In pursuing its investment objective, the Fund invests primarily in common stocks that the Investment Adviser believes have the potential for growth.
SEDOL code BYSR077
ISIN LU1295554916
Fund code CINZA
Managers Robert Lovelace, Jonathan Knowles, Brady Enright, Noriko Chen, Andraz Razen, Jody Jonsson, Steven Watson
Manager Tenure 5 years
Morningstar Category Global Large-Cap Growth Equity
IMA Sector Global
Fund Size £2,147 million
Fund Type Offshore
Management Style Active
Ongoing Charge Figure (OCF) 0.84%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £12.6000
Buy Price £12.6000
Price Change +0.3185%
Price Date 14th February 2020
Yield 1.69%
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 28th August 2018
Fund Status OPEN
Robert W. Lovelace is vice chairman of the Capital Group Companies, president of Capital Research and Management Company, Inc., part of Capital Group, and serves on the Capital Group Management Committee. He is also an equity portfolio manager. Earlier in his career, Rob was an equity investment analyst at Capital covering global mining & metals companies and companies domiciled in Mexico and the Philippines. He holds a bachelor’s degree in mineral economics (geology) from Princeton University. He also holds CFA designation.

3-year Mean Monthly Return: 1.033%

Annual Returns 2019 2018 2017 2016
Fund Performance +24.71% -0.74% +17.28% +21.08%
Benchmark Performance
(Global Large-Cap Growth Equity)
+24.23% -4.74% +17.02% +20.36%
Time Period Cumulative Benchmark Performance
(Global Large-Cap Growth Equity)
Fund Compared to Benchmark
1 day 0.32% +5.99% -5.68%
1 week 0.56% +2.11% -1.56%
1 month 2.94% +8.72% -5.78%
3 months 9.85% +7.80% +2.05%
6 months 11.01% +20.98% -9.97%
1 year 22.33% +12.83% +9.50%
3 years 14.11% +15.00% -0.89%
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 7.14% +0.61% +6.53%
Since inception 16.67% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Amazon.com Inc USA 3.42%
Facebook Inc A USA 2.84%
Microsoft Corp USA 2.65%
Taiwan Semiconductor Manufacturing Co Ltd TWN 2.20%
Mastercard Inc A USA 2.00%
JPMorgan Chase & Co USA 1.76%
Broadcom Inc USA 1.68%
Visa Inc Class A USA 1.54%
AIA Group Ltd HKG 1.33%
CME Group Inc Class A USA 1.30%

Currently unavailable