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Capital Group New Perspective Fund (LUX) Zh-GBP

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund ProviderCapital International Management Company Sàrl
Fund SummaryThe 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 codeBYSR0T9
ISINLU1295556960
Fund codeCINPA
ManagersRobert Lovelace, Jonathan Knowles, Brady Enright, Noriko Chen, Andraz Razen, Jody Jonsson, Steven Watson
Manager Tenure5 years
Morningstar CategoryOther Equity
IMA SectorGlobal
Fund Size£2,147 million
Fund TypeOffshore
Management StyleActive
Ongoing Charge Figure (OCF)0.83%
Cavendish ongoing charge0.05%
FundsNetwork Service Fee0.20%
Minimum Initial Investment£25
Minimum Top Up£25
Minimum Monthly Investment£25
Sell Price£10.7800
Buy Price£10.7800
Price Change+1.3158%
Price Date25th September 2020
Yield1.12%
Dividend FrequencyYearly
ISA EligibleYes
SIPP EligibleYes
Inception Date28th August 2018
Fund StatusOPEN
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: 1.166%

Annual Returns2019201820172016
Fund Performance+9.87%+6.12%+12.58%+22.17%
Benchmark Performance
(Other Equity)
Time PeriodCumulativeBenchmark Performance
(Other Equity)
Fund Compared to Benchmark
1 day1.32%Currently unavailableCurrently unavailable
1 week-1.28%Currently unavailableCurrently unavailable
1 month-2.80%Currently unavailableCurrently unavailable
3 months9.22%Currently unavailableCurrently unavailable
6 months36.46%Currently unavailableCurrently unavailable
1 year18.98%Currently unavailableCurrently unavailable
3 years11.53%Currently unavailableCurrently unavailable
5 yearsCurrently unavailableCurrently unavailableCurrently unavailable
10 yearsCurrently unavailableCurrently unavailableCurrently unavailable
YTD10.11%Currently unavailableCurrently unavailable
Since inception10.86%Currently unavailableCurrently unavailable

Top 10 shares for this fund

Share NameCountryValue
Amazon.com IncUSA4.15%
Facebook Inc AUSA3.29%
Microsoft CorpUSA3.10%
Tesla IncUSA2.95%
Taiwan Semiconductor Manufacturing Co LtdTWN2.10%
Mastercard Inc AUSA1.85%
Netflix IncUSA1.50%
Visa Inc Class AUSA1.41%
Intuitive Surgical IncUSA1.37%
ASML Holding NVNLD1.33%

Currently unavailable