Capital Group UK - New Perspective Fund

A global equity fund that thrives on change

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All data as at 30 June 2024 and attributed to Capital Group, unless otherwise stated. 

1Capital Group UK - New Perspective Fund was launched on 9 July 2024. The strategy track record shown here is that of the Capital Group New Perspective Composite. This is intended to illustrate our experience and capability in managing this strategy over the long term. Prior to 30 October 2015, data is based on a representative account for the strategy. Capital Group UK - New Perspective Fund is available to UK investors from 9 July 2024 as an open-ended investment company (OEIC).

Capital Group manages equity assets through three investment groups. These groups 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

Fund risks

Capital Group UK – New Perspective Fund

Emerging markets risk: Investments in emerging markets are generally more sensitive to risk events such as changes in the economic, political, fiscal and legal environment.

Equities risk: The prices of equity securities may decline in response to certain events, including those directly involving the companies whose securities are owned by the fund, overall market changes, local, regional or global political, social or economic instability and currency fluctuations.

Sustainability risk: Environmental, social or governance event or condition that, if it occurs, could cause an actual or potential material negative impact on the value of an investment of the fund.

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.
  • If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease. Currency hedging seeks to limit this, but there is no guarantee that hedging will be totally successful.
  • Some portfolios may invest in financial derivative instruments for investment purposes, hedging and/or efficient portfolio management.
  • There are additional Emerging markets, Equities and Sustainability risks associated with this fund.