Capital Group New Perspective Fund (LUX) | Capital Group

 

 

 

Capital Group New Perspective Fund (LUX)

A new perspective on global investing

 

WHY CONSIDER THE FUND?


Launched on 30 October 2015, Capital Group New Perspective Fund (LUX) (CGNP) is a global equity fund focused on achieving long-term growth of capital by investing in opportunities generated by changes in international trade patterns and economic and political relationships. The fund is managed by the same experienced team and follows the same approach as the New Perspective strategy, one of our most well-known global equity strategies in the US, which was launched in March 1973.

© 2021 Morningstar. All rights reserved.
Morningstar category: Global Large-Cap
Growth Equity.
Morningstar Analyst RatingTM as at
September 14, 2020.

Asia Asset Management Best of the Best
Performance Awards 2020
Global Equity (10 years)

Asian Private Banker Asset Management
Awards for Excellence 2021
Best Fund Provider: Global Equity

Part of a strategy that has invested through five decades of transformational change


Capturing investment opportunities even as global trade and economic trends evolve rapidly.

For more than 45 years, Capital Group’s New Perspective strategy has invested in quality companies that have driven and benefitted from changing global trade.

Past results are not a guarantee of future results. For illustrative purposes only. This information has been provided solely for informational purposes and is not an offer, or solicitation of an offer, or a recommendation to buy or sell any security or instrument listed herein.
Holdings were top positions in the New Perspective strategy during the relevant periods. Not all of the companies referenced are currently held in the portfolio. Source: Capital Group

 

Harnessing the power of global multinational companies


Combining both growth and resilience in a single portfolio.

 

 

An all-weather portfolio

 


Capital Group New Perspective Fund (LUX) results

Fund inception on 30 October 2015
% 3 months 1 year 3 year (p.a.) Lifetime (annualised)
 
NAV to NAV1 7.9 44.2 18.8 14.8
Net of sales charge2 2.3 36.7 16.7 13.7
MSCI ACWI 3 7.4 39.3 14.6 12.5
 

The information in relation to the index is provided for context and illustration only. The fund is an actively managed UCITS. It is not managed in reference to a benchmark. Past results are not a guarantee of future results
Data as at 30 June 2021.

 


Track record of Capital Group New Perspective strategy

For over 45 years and across different types of market environments, the Capital Group New Perspective strategy has delivered attractive long-term results to our investors.

 

Capital Group New Perspective composite lifetime results (annualised)
Since inception on 31 March 1973

The information in relation to the index is provided for context and illustration only. The fund is an actively managed UCITS. It is not managed in reference to a benchmark. Past results are not a guarantee of future results.

Data as at 30 June 2021 .
The Capital Group New Perspective composite is defined as a single group of discretionary portfolios that collectively represent a particular investment strategy or objective. Our Luxembourg fund has been a member of this composite since the beginning of November 2015. It is shown for illustrative purposes only.

1. Fund results are in USD, shown after Management and Administration Fee, also known as Total Expense Ratio (TER), for the B share class as a representative share class and is calculated as the increase or decrease in net asset value of the fund over the relevant period, please visit capitalgroup.com/asia for further details.
2. Includes the maximum subscription charge of 5.25%.
3. Index is the MSCI ACWI (with net dividends reinvested) from 30 September 2011; previously MSCI World (with net dividends reinvested), which is provided for indicative purposes only.
4. Capital Group New Perspective composite results are shown before fees and expenses.
5. Capital Group New Perspective composite results are shown after fees and expenses, for the B share class as a representative share class, please visit capitalgroup.com/asia for further details.

 

Why Capital Group?

The world’s largest active mutual fund asset manager6

 

US$2.5 trn

in assets under management

85+ years

of investing since 1931

Employee-owned

investing alongside clients

 

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Risk factors you should consider before investing:

  • This material is not intended to provide investment advice or be considered a personal recommendation.
  • The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment.
  • Past results are not a guarantee of future results.
  • The Prospectus and Product Highlights Sheet (“PHS”) set out risks, which, depending on the fund, may include risks associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.

All data as at 30 June 2021 in USD terms, unless otherwise stated. All Index returns include net dividends reinvested.

The Capital Group companies manage equities through three investment divisions that make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organisation; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.

6. Data as at 31 December 2020. Source: Morningstar Direct. The investment universe includes active open-ended funds and Australian Insurance funds, excludes money market funds, excludes fund of funds, excludes feeder funds but Japan-domiciled feeder funds are included, domicile countries exclude China. Active funds are defined as non-index funds, and managers have been ranked by their branding name. Manager assets under management has been broken down by underlying funds’ global broad category group. This excludes segregated accounts.

Glossary

Net asset value: Net asset value (NAV) measures the value of a fund’s assets, minus its liabilities. NAV is typically calculated on a per-share basis.

Total expense ratio: A measure of the total costs associated with managing and operating an investment fund, also known as Management and Administration Fee. These costs consist primarily of management fees and expenses, such as trading, legal, and auditor fees.

UCITS: The Undertakings for the Collective Investment of Transferable Securities.