Early-stage multinationals
Established multinationals
Basic resources dominate
A new generation of mobile communications
The age of digital disruption
The use of composite results is intended to illustrate our experience and capability in managing this strategy1 over the long term
Market return2 |
Number of periods |
How often the composite |
>0% 'Up market' |
434 |
85% |
<0% 'Down market' |
80 |
100% |
2016 |
2017 |
2018 |
|
Capital Group New Perspective Fund (LUX)4 |
1.4 |
28.2 |
-6.3 |
MSCI ACWI 2 |
7.9 |
24.0 |
-9.4 |
Excess return5 |
-6.4 |
4.2 |
3.1 |
© 2019 Morningstar. All rights reserved. Morningstar Analyst Rating™ as at 10 October 2018. Morningstar Category: Global Large-Cap Growth Equity
All data as at 31 December 2018 in US$ and attributed to Capital Group and MSCI, unless otherwise stated. All index returns include net dividends reinvested.
This information supplements or enhances required or recommended disclosure and presentation provisions of the GIPS® standards, which if not included herein, are available upon request. GIPS is a trademark owned by CFA Institute.
Risk factors you should consider before investing:
Morningstar Analyst Rating™
© 2019 Morningstar. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. For more detailed information about Morningstar’s Analyst Rating, including its methodology, please go here. For disclosure and detailed information about this fund please refer to the full Morningstar Global Fund Report that can be accessed here: Capital Group New Perspective Fund (LUX).