Fact sheet: Capital Group NwPerspL

Fund information

Fund name
Capital Group New Perspective (LUX) Z GBP
Fund company manager
Capital Group
Fund type
SIB
Fund manager(s)
Steven Watson
since 30/10/2015
Noriko Chen
since 30/10/2015
Brady Enright
since 30/10/2015
Joddy Jonsson
since 30/10/2015
Isabelle de Wismes
since 30/10/2015
Robert Lovelace
since 30/10/2015
Jonathan Knowles
since 30/10/2015
Fund objective
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.
Benchmark
MSCI AC World
Investment style
Growth
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

17.04 %

1 Year rank in sector

260/483

Sector

FO Equity - International

Yield
-
Fund size

£ 2.6 b

FE Risk score

84

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • North America
    50.6%
  • Europe
    25%
  • Global Emerging Markets
    11.4%
  • Japan
    5.6%
  • Money Market
    5.2%
  • Information Technology
    26.4%
  • Consumer Discretionary
    18.3%
  • Financials
    11.2%
  • Consumer Staples
    9.1%
  • Industrials
    8.6%
  • North American Equities
    50.6%
  • European Equities
    25%
  • Global Emerging Market Equities
    11.4%
  • Japanese Equities
    5.6%
  • Money Market
    5.2%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund2.72 %5.59 %17.04 %0 %0 %
Sector3.46 %9.03 %18.61 %30.4 %61.66 %
Rank within sector291 / 502392 / 497260 / 483 / /
Quartile th3 rd4 th3 rd th th

Calendar performance

YTD-20182017201620152014
Fund3.37 %17.28 %21.08 %0 %0 %
Sector3.48 %16.28 %7.94 %0.71 %5.96 %
Rank within sector271 / 499228 / 48275 / 438 / /
Quartile th3 rd2 nd1 st th th

Price movement

52 week high9.82
52 week low8.25
Current bid price0
Current offer price0
Current mid price9.81

Holdings by region

  • 50.6% North America
  • 25% Europe
  • 11.4% Global Emerging Markets
  • 5.6% Japan
  • 5.2% Money Market
  • 2.2% Pacific ex-Japan

Holdings by sector

  • 26.4% Information Technology
  • 18.3% Consumer Discretionary
  • 11.2% Financials
  • 9.1% Consumer Staples
  • 8.6% Industrials
  • 8.5% Health Care
  • 5.8% Materials
  • 5.2% Cash & Cash Equivalents
  • 4.3% Energy
  • 1.4% Telecommunications Utilities

Holdings by asset type

  • 50.6% North American Equities
  • 25% European Equities
  • 11.4% Global Emerging Market Equities
  • 5.6% Japanese Equities
  • 5.2% Money Market
  • 2.2% Asia Pacific ex Japan Equities

Individual holdings

  • 3.7% AMAZON.COM INC
  • 2.4% TAIWAN SEMICONDUCTOR MANUFACTURING
  • 2.3% FACEBOOK INC
  • 2.2% NASPERS
  • 2.1% ASML HOLDING NV
  • 2% ALPHABET INC
  • 1.9% MICROSOFT CORP
  • 1.6% JPMORGAN CHASE & CO
  • 1.4% BRITISH AMERICAN TOBACCO HLDGS
  • 1.4% BROADCOM