Capital Group New Perspective Fund (LUX)
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Capital Group New Perspective Fund (LUX) was launched on 30 October 2015. The investment results shown here are for the Capital Group New Perspective Composite (defined as a single group of discretionary portfolios that collectively represent a particular investment strategy or objective). This is intended to illustrate our experience and capability in managing this strategy over the long term. Our Luxembourg fund has been a member of this composite since the beginning of November 2015.
* As at 31 December 2017, the Capital Group New Perspective Composite has delivered a lifetime return of 11.1% p.a. vs. 8.6% p.a. for the MSCI All Country World Index (ACWI), in US$ terms. Results for the Capital Group New Perspective Composite, from inception at 31 March 1973, are asset-weighted and based on initial weights and monthly returns. Net of management fees and expenses for the B share class as a representative share class, applying the maximum Total Expense Ratio (TER) of 189bps, based on the long-term annual management charge of 150bps. Results shown are compared with MSCI ACWI (net dividends reinvested) from 30 September 2011; previously MSCI World (with net dividends reinvested). Sources: Capital Group, MSCI
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Risk factors you should consider before investing:
Other important information:
The Fund is offered only by Hong Kong Covering Document, Prospectus, together with the KFS. These documents, together with the latest Annual and Semi-Annual Reports, contain more complete information about the Fund, including relevant risks, charges and expenses, and should be read carefully before investing.