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Capital Group New Perspective Fund (lux) Zd (0P00016RQO)

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19.960 -0.080    -0.40%
20/12 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Capital Group
ISIN:  LU1295555566 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 15.83B
Capital Group New Perspective Fund LUX Zd 19.960 -0.080 -0.40%

0P00016RQO Overview

 
Find basic information about the Capital Group New Perspective Fund (lux) Zd mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00016RQO MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change17.83%
Prev. Close20.04
Risk Rating
TTM Yield0.55%
ROE26.19%
IssuerCapital Group
TurnoverN/A
ROA11.61%
Inception DateOct 30, 2015
Total Assets15.83B
Expenses0.86%
Min. Investment500,000,000
Market Cap175.75B
CategoryGlobal Large - Cap Growth Equity
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Capital Group New Perspective Fund (lux) Zd Analysis


Performance

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Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1180 1025 1244 1105 1751 2743
Fund Return 18.05% 2.5% 24.43% 3.39% 11.86% 10.62%
Place in category 944 1140 944 819 309 119
% in Category 36 43 36 37 19 13

Top Equity Funds by Capital International Management Company Sàrl

  Name Rating Total Assets YTD% 3Y% 10Y%
  Capital Group New Perspective Funbg 15.83B 17.23 2.61 9.75
  Capital Group New Perspective Funzg 15.83B 18.04 3.39 10.62
  Capital Group New Perspective Fuzgg 15.83B 18.06 3.40 10.63
  Capital Group New Perspective Fubg 15.83B 17.23 2.61 9.75
  Capital Group New Perspective Fubdg 15.83B 17.25 2.62 9.75

Top Funds for Global Large-Cap Growth Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fundsmith Equity R Inc 15.43M 10.15 2.84 13.17
  Fundsmith Equity T Acc 3.87B 10.66 3.36 13.75
  Fundsmith Equity T Inc 230.02M 10.66 3.36 13.75
  Fundsmith Equity I Acc 13.68B 10.76 3.46 13.87
  Fundsmith Equity I Inc 4.02B 10.76 3.46 13.86

Top Holdings

Name ISIN Weight % Last Change %
  Meta Platforms US30303M1027 3.78 585.25 -1.73%
  Microsoft US5949181045 3.26 436.60 -0.10%
  Taiwan Semicon TW0002330008 3.23 1,035.00 -3.27%
  Broadcom US11135F1012 2.79 220.79 +1.13%
  Novo Nordisk B DK0062498333 2.50 589.2 -20.72%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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