Capital Group New Perspective Fund (LUX) | Capital Group

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Capital Group New Perspective Fund (LUX)

Capital Group New Perspective Fund (LUX)

Capital Group’s New Perspective strategy focuses on companies operating around the world that are either established multinationals, or have the potential to develop into such organisations. By taking advantage of opportunities generated by changes in global trading patterns, economic and political relationships, the strategy has consistently delivered more than four decades of long-term superior results over many different market conditions.*
Capital Group New Perspective Fund (LUX) is managed by the same investment team and follows the same benchmark-agnostic, global investment approach as the US strategy. It’s an approach that is driven by Capital Group’s belief that looking at the origin of a company’s revenue streams, rather than just its country of domicile, can provide for a greater understanding of investment opportunities and risks.
Past results are not a guarantee of future results. 

 

Find out more

Fund centre  |  Fund brochure  |  Morningstar Report  |  Prices & results  |  45 years of resilience


45 years of uncovering trends

As the shape of world trade shifts, so does the type of company best placed to thrive. 
 
What are the big trends that have been reshaping the world over recent decades and what trends are next?
Trade disputes may rankle markets but shouldn’t derail global economy.
Discover how the new opportunities are arising from shifting global trade patterns.
Portfolio manager, Jody Jonsson, discusses how global flexibility is crucial to design a future-proof portfolio.
Steve Watson, portfolio manager, shares his views on globalisations and opportunities in emerging markets.

Morningstar Analyst Rating™

© 2018 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).

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


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:

  • The value of shares 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.
  • The Hong Kong Covering Document, Luxembourg Prospectus and Product Key Fact Statement (“KFS”) set out risks, which, depending on the fund, may include risks associated with investing in emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.

 

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.