Discover New Perspective, a 48 years old core, global equity strategy built for an evolving world.
Our portfolio managers use bottom-up research to identify strong multinationals. We believe that investing in early-stage multinationals can potentially offer investors growth and investing in established multinationals can help provide resilience.
Early-stage multinational
Established multinationals
For over 45 years, the New Perspective strategy has stayed relevant by using bottom-up research to identify companies that have driven and benefited from changing global trade patterns, and economic and political relationships.
Our interactive chart below shows that while there have been many reasons not to invest, the strategy has provided consistent growth through major economic, political and social events.
Use the chart below to compare the growth of US$10,000 in the New Perspective strategy1 against the index2 over the years, through the ups and inevitable downs that are an inescapable part of investing. You can build your own chart by customising the date range or viewing results against some of the more infamous market downturns, from the oil crisis of the 70s to the financial crisis of ’08.
Rolling monthly three-year returns from inception to 31 December 2021 | ||
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Market return2 | Number of periods | How often the composite outpaced the market3 |
>0% 'Up market' | 470 | 86% |
<0% 'Down market' | 80 | 100% |
Investment results as at 31 December 2021 in US$ terms (after fees and expenses — Z share class) | ||||
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Year | Capital Group New Perspective Fund (LUX)4 | MSCI ACWI2 | Excess return5 | |
2017 | 28.2 | 24.0 | 4.2 | |
2018 | -6.3 | -9.4 | 3.1 | |
2019 | 29.6 | 26.6 | 3.0 | |
2020 | 33.1 | 16.3 | 16.9 | |
2021 | 17.4 | 18.5 | -1.1 | |
Past results are not a guarantee of future results |
Rolling monthly three-year returns from inception to 30 September 2021 | ||
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Market return2 | Number of periods | How often the composite outpaced the market3 |
>0% 'Up market' | 467 | 80% |
<0% 'Down market' | 80 | 100% |
Capital Group New Perspective Fund (LUX) Investment results as at 30 September 2021 in US$ terms (after fees and expenses – B share class) |
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% | Fund4 | Index2 | Excess return5 | |
2016 | 2.1 | 7.9 | -5.8 | |
2017 | 29.4 | 24.0 | 5.4 | |
2018 | -5.5 | -9.4 | 3.9 | |
2019 | 30.8 | 26.6 | 4.2 | |
2020 | 34.3 | 16.3 | 18.0 | |
2021 9 months | 11.2 | 11.1 | 0.1 | |
Capital Group New Perspective Fund (AU) Investment results as at 30 June 2021 in A$ terms (after fees and expenses) |
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Lifetime: 20 November 2015 – 30 June 2021 |
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% | Fund3 | Index4 | Excess return5 | |
2016 | 2.2 | 8.4 | -6.2 | |
2017 | 18.4 | 14.8 | 3.6 | |
2018 | 3.8 | 0.6 | 3.1 | |
2019 | 30.0 | 26.8 | 3.2 | |
2020 | 21.1 | 5.9 | 15.2 | |
2021 6 months | 13.5 | 15.4 | -1.9 | |
An unconstrained approach to global investing focusing on high quality multinational companies
For Financial Professional use only
The information in relation to the index is provided for context and illustration only. The fund is an actively managed UCITS. It is not managed in reference to a benchmark.
Past results are not a guarantee of future results.
Data as at 31 December 2021. 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.
Results shown 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 a representative Luxembourg fund share class (Z), applying the maximum Total Expense Ratio (TER). Please visit capitalgroup.com for further details. Source: Capital Group
Index is MSCI All Country World Index (ACWI) (net dividends reinvested) from 30 September 2011; previously MSCI World (net dividends reinvested). Source: 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
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Risk factors you should consider before investing: