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)
Noriko Chen
since 30/10/2015
Brady Enright
since 30/10/2015
Joddy Jonsson
since 30/10/2015
Robert Lovelace
since 30/10/2015
Steven Watson
since 30/10/2015
Isabelle de Wismes
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

21.1 %

1 Year rank in sector

149/483

Sector

FO Equity - International

Yield
-
Fund size

£ 2.2 b

FE Risk score

79

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • North America
    50.6%
  • Europe
    25.2%
  • Global Emerging Markets
    10.8%
  • Japan
    6.2%
  • Money Market
    5.2%
  • Information Technology
    26.1%
  • Consumer Discretionary
    17.8%
  • Financials
    10.8%
  • Health Care
    9.5%
  • Consumer Staples
    9.4%
  • North American Equities
    50.6%
  • European Equities
    25.2%
  • Global Emerging Market Equities
    10.8%
  • Japanese Equities
    6.2%
  • Money Market
    5.2%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund2 %9.36 %21.1 %0 %0 %
Sector1.03 %6.64 %17.3 %24.2 %65.08 %
Rank within sector102 / 50797 / 502149 / 483 / /
Quartile th1 st1 st2 nd th th

Calendar performance

YTD-20172016201520142013
Fund19.75 %21.08 %0 %0 %0 %
Sector14.64 %7.94 %0.71 %5.96 %21.26 %
Rank within sector135 / 49277 / 447 / / /
Quartile th2 nd1 st th th th

Price movement

52 week high9.73
52 week low7.76
Current bid price0
Current offer price0
Current mid price9.64

Holdings by region

  • 50.6% North America
  • 25.2% Europe
  • 10.8% Global Emerging Markets
  • 6.2% Japan
  • 5.2% Money Market
  • 2% Pacific ex-Japan

Holdings by sector

  • 26.1% Information Technology
  • 17.8% Consumer Discretionary
  • 10.8% Financials
  • 9.5% Health Care
  • 9.4% Consumer Staples
  • 9.1% Industrials
  • 5.4% Materials
  • 5.2% Cash & Cash Equivalents
  • 4.1% Energy
  • 1.4% Telecommunications Utilities

Holdings by asset type

  • 50.6% North American Equities
  • 25.2% European Equities
  • 10.8% Global Emerging Market Equities
  • 6.2% Japanese Equities
  • 5.2% Money Market
  • 2% Asia Pacific ex Japan Equities

Individual holdings

  • 3.6% AMAZON.COM INC
  • 2.5% TAIWAN SEMICONDUCTOR MANUFACTURING
  • 2.3% FACEBOOK INC
  • 2.2% ASML HOLDING NV
  • 2% ALPHABET INC
  • 2% NASPERS
  • 1.9% MICROSOFT CORP
  • 1.6% BROADCOM
  • 1.5% JPMORGAN CHASE & CO
  • 1.4% SAMSUNG ELECTRONICS CO