Capital Group New Perspective (Lux) B USD

Ranked 187 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Jody Jonsson

Jody Jonsson is an equity portfolio manager at Capital Group. Before joining Capital, Jonsson was an equity research analyst at Fidelity Management & Research Company in Boston and an officer in the public finance division of Irving Trust Company in New York. She holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in economics from Princeton University.

Robert W. Lovelace

Steven Watson

Objective

The Funds primary investment objective is to provide long-term growth of capital. Future income is a secondary objective. 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 primary investment objective, the Fund invests primarily in common stocks that the Investment Adviser believes have the potential for growth. In pursuing its secondary objective, the Fund invests in common stocks of companies with the potential to pay dividends in the future.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.0%
2018 -1.2% -2.1% 8.7% 4.8% -11.4%
2017 15.8% 7.4% 2.7% 1.1% 3.9%
2016 19.6% -0.7% 6.7% 8.9% 3.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 3.58%
Facebook Inc ORD 2.24%
Microsoft Corp ORD 2.23%
Taiwan Semiconductor Manufacturing Co Ltd ORD 2.03%
Mastercard Inc ORD 1.80%
Broadcom Inc ORD 1.69%
JPMorgan Chase & Co ORD 1.59%
Netflix Inc ORD 1.43%
AIA Group Ltd ORD 1.43%
Visa Inc ORD 1.41%
28/02/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Iceland
  9. Ireland
  10. Italy
  11. Korea
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date30/10/2015
  • Share Class size556Mn
  • Base currencyUSD
  • ISIN LU1295551573

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).