Our successful track record rests on our strength in fundamental research and the diverse perspectives of our investment experts.
Source: Morningstar Capital Group New Perspective Fund (AU) Analyst RatingTM Report, 23 September 2022.
Absolute and relative rolling returns over the strategy's 49-year lifetime
Past results are not a guarantee of future results.
1. Data as at 28 February 2023. Results prior to CGNPAU’s launch on 20 November 2015 are derived from the AF NPF in A$ from 31 March 1973. The returns are after fees and are based on the total management cost of 1.05% p.a. that was applicable to CGNPAU up until 30 April 2017, 0.95% p.a. with effect from 1 May 2017. Source: Capital Group
2. Standard deviation is calculated using monthly geometric excess returns.
Risk factors you should consider before investing: