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Capital Group New Perspective Fund (LUX) Zh-GBP (Restricted Fund)

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Capital International
Fund Summary The fund's primary investment objective is to achieve long-term growth of capital by investing in common stocks of companies located around the world. Future income is a secondary objective.
ISIN LU1295556960
Fund code CINPA
Managers Robert W. Lovelace
Manager Tenure 4 years
Morningstar Category Currently unavailable
IMA Sector Global
Fund Size £3,540 million
Fund Type Offshore
Management Style Active
Total Expense Ratio (TER) 0.83%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £8.78
Buy Price £8.78
Price Change -0.3405%
Price Date 14th June 2019
Yield 1.64%
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 30th October 2015
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. Rob has 31 years of investment experience, all with Capital Group. 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.

3-year Mean Monthly Return: 0.861%

Annual Returns 2018 2017 2016
Fund Performance +6.89% +13.23% +15.81%
Benchmark Performance
Time Period Cumulative Benchmark Performance
Fund Compared to Benchmark
1 day -0.34% +0.15% Currently unavailable
1 week 0.46% -1.40% Currently unavailable
1 month 1.50% -1.47% Currently unavailable
3 months 2.57% -1.14% Currently unavailable
6 months 11.56% -4.37% Currently unavailable
1 year 0.57% -8.42% Currently unavailable
3 years 41.84% -15.47% Currently unavailable
5 years Currently unavailable -28.29% Currently unavailable
10 years Currently unavailable +14.96% Currently unavailable
YTD 14.77% -0.28% Currently unavailable
Since inception 35.08% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Amazon.com Inc USA 3.89%
Facebook Inc A USA 2.85%
Microsoft Corp USA 2.39%
Taiwan Semiconductor Manufacturing Co Ltd TWN 2.01%
Mastercard Inc A USA 1.92%
Broadcom Inc USA 1.82%
JPMorgan Chase & Co USA 1.67%
Visa Inc Class A USA 1.47%
Netflix Inc USA 1.39%
AIA Group Ltd HKG 1.37%

Currently unavailable