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Capital Group New Perspective Fund (LUX) C GBP/  LU1217769790  /

Fonds
NAV23/01/2025 Chg.+0.0600 Type de rendement Focus sur l'investissement Société de fonds
23.5800GBP +0.26% reinvestment Equity Worldwide Capital Int. M. Co. ▶
 

Performance mensuelle

  janv. févr. mars avr. mai juin juil. août sept. oct. nov. déc. Total
2021 - -0.32 2.04 5.01 -1.61 4.60 0.75 4.48 -2.26 5.29 0.37 0.37 +15.43%
2022 -7.48 -4.30 5.09 -6.21 -1.40 -5.73 8.18 -0.12 -5.15 1.85 4.07 -5.42 -16.66%
2023 6.30 0.36 1.37 -0.77 0.53 3.54 1.88 -1.17 -1.13 -2.86 5.19 4.48 +18.71%
2024 1.07 5.46 2.52 -2.36 2.26 3.19 -1.19 1.01 0.29 0.95 4.52 0.18 -
2025 6.12 - - - - - - - - - - - -

Valeurs calculées

  CAD 6 Mois 1 An 3 Ans 5 Ans
Volatilité 8.28% 12.62% 11.27% 14.66% -%
Ratio de Sharpe 18.60 1.97 2.07 0.58 -
Le meilleur mois +6.12% +6.12% +6.12% +8.18% -
Le plus défavorable mois +0.18% -1.19% -2.36% -7.48% -
Perte maximale -0.66% -5.61% -7.82% -17.93% -
Surperformance - - - - -
 
Toutes les cotations dans GBP

Tranches

Nom   Type de rendement Prix de rachat 1 An 3 Ans
Capital Group New Perspect.(LUX)... paying dividend 24.9700 +27.15% +34.55%
Capital Group New Perspect.(LUX)... reinvestment 26.8000 +27.26% +35.01%
Capital Group New Perspect.(LUX)... reinvestment 24.0500 +22.70% +22.33%
Capital Group New Perspect.(LUX)... reinvestment 26.4900 +27.05% +34.47%
Capital Group New Perspect.(LUX)... paying dividend 26.0100 +22.04% +23.84%
Capital Group New Perspect.(LUX)... reinvestment 24.9400 +26.99% +22.50%
Capital Group New Perspect.(LUX)... reinvestment 25.0700 +27.13% +22.89%
Capital Group New Perspect.(LUX)... reinvestment 26.5300 +27.12% +34.60%
Capital Group New Perspect.(LUX)... reinvestment 27.6400 +22.03% +23.89%
Capital Group New Perspect.(LUX)... reinvestment 25.3300 +27.29% +23.26%
Capital Group New Perspect.(LUX)... reinvestment 22.6000 +25.49% +35.65%
Capital Group New Perspect.(LUX)... reinvestment 27.9200 +22.19% +24.25%
Capital Group New Perspect.(LUX)... reinvestment 25.3700 +27.30% +23.39%
Capital Group New Perspect.(LUX)... reinvestment 27.9600 +22.15% +22.96%
Capital Group New Perspect.(LUX)... reinvestment 28.0200 +22.20% +24.53%
Capital Group New Perspective Fu... reinvestment 27.9700 +27.78% +36.84%
Capital Group New Perspective Fu... reinvestment 29.1300 +22.65% +25.89%
Capital Group New Perspective Fu... paying dividend 26.4600 +27.76% +36.74%
Capital Group New Perspective Fu... reinvestment 25.1500 +20.51% +17.63%
Capital Group New Perspective Fu... reinvestment 27.4900 +21.85% +23.44%
Capital Group New Perspective Fu... reinvestment 26.3900 +26.94% +34.16%
Capital Group New Perspective Fu... paying dividend 26.8100 +21.90% +23.45%
Capital Group New Perspective Fu... paying dividend 25.7300 +26.95% -
Capital Group New Perspective Fu... paying dividend 24.7600 +22.45% -
Capital Group New Perspective Fu... paying dividend 26.4800 +21.90% -
Capital Group New Perspective Fu... reinvestment 23.6100 +19.85% +15.51%
Capital Group New Perspective Fu... reinvestment 24.0500 +22.45% +21.46%
Capital Group New Perspective Fu... reinvestment 20.4300 +23.67% +25.96%
Capital Group New Perspective Fu... paying dividend 24.4400 +21.97% +23.74%
Capital Group New Perspective Fu... reinvestment 17.7300 +23.73% +26.28%
Capital Group New Perspective Fu... paying dividend 41.6300 +28.45% -
Capital Group New Perspective Fu... reinvestment 26.4300 +27.80% +24.91%
Capital Group New Perspective Fu... reinvestment 23.5800 +25.96% +37.41%
Capital Group New Perspective Fu... paying dividend 33.9200 +23.69% -
Capital Group New Perspective Fu... reinvestment 25.0400 +27.11% +22.81%
Capital Group New Perspective Fu... reinvestment 22.3400 +25.29% +35.07%
Capital Group New Perspective Fu... reinvestment 37.3900 +23.24% +24.55%
Capital Group New Perspective Fu... paying dividend 23.6000 +27.18% +22.84%
Capital Group New Perspective Fu... paying dividend 21.0500 +25.29% +35.18%
Capital Group New Perspective Fu... paying dividend 35.2400 +23.29% +24.66%
Capital Group New Perspective Fu... paying dividend 19.7800 +25.28% +35.04%
Capital Group New Perspective Fu... paying dividend 33.1100 +23.22% +24.56%
Capital Group New Perspective Fu... reinvestment 51.3400 +31.64% +48.64%
Capital Group New Perspective Fu... reinvestment 44.9200 +24.78% +29.94%
Capital Group New Perspective Fu... reinvestment 22.2500 +25.14% +34.77%
Capital Group New Perspect.(LUX)... paying dividend 22.3300 +20.78% +20.17%
Capital Group New Perspect.(LUX)... paying dividend 24.2400 +25.79% +30.60%
Capital Group New Perspect.(LUX)... paying dividend 25.2500 +20.81% +20.18%
Capital Group New Perspect.(LUX)... paying dividend 21.4400 +25.82% +30.58%
Capital Group New Perspect.(LUX)... reinvestment 20.9800 +18.73% +12.37%
Capital Group New Perspect.(LUX)... reinvestment 15.8900 +22.61% +22.70%
Capital Group New Perspect.(LUX)... paying dividend 19.7000 +21.38% +18.25%
Capital Group New Perspect.(LUX)... paying dividend 25.9900 +21.74% +22.92%
Capital Group New Perspect.(LUX)... paying dividend 23.0800 +26.79% +33.55%
Capital Group New Perspect.(LUX)... paying dividend 24.0400 +21.71% +22.91%
Capital Group New Perspect.(LUX)... reinvestment 17.1500 +23.47% +25.46%
Capital Group New Perspect.(LUX)... reinvestment 22.9000 +25.82% +19.21%
Capital Group New Perspect.(LUX)... reinvestment 20.4400 +24.10% +31.19%
Capital Group New Perspect.(LUX)... paying dividend 20.4400 +24.03% +31.19%
Capital Group New Perspect.(LUX)... paying dividend 18.0800 +24.05% +31.16%
Capital Group New Perspect.(LUX)... reinvestment 35.5300 +20.81% +20.44%
Capital Group New Perspect.(LUX)... reinvestment 24.6200 +26.84% +21.94%
Capital Group New Perspect.(LUX)... reinvestment 21.9700 +24.97% +34.21%
Capital Group New Perspect.(LUX)... reinvestment 36.7700 +22.94% +23.72%
Capital Group New Perspect.(LUX)... paying dividend 23.5800 +26.87% +21.93%
Capital Group New Perspect.(LUX)... paying dividend 21.0300 +24.98% +34.11%
Capital Group New Perspect.(LUX)... paying dividend 35.2100 +22.94% +23.72%
Capital Group New Perspect.(LUX)... paying dividend 19.4600 +24.97% +34.18%
Capital Group New Perspect.(LUX)... reinvestment 37.9700 +21.70% +23.16%
Capital Group New Perspective Fu... paying dividend 20.3000 +21.32% +18.16%
Capital Group New Perspective Fu... paying dividend 20.9300 +22.26% +20.94%
Capital Group New Perspective Fu... reinvestment 174.4400 +20.44% -
Capital Group New Perspective Fu... reinvestment 34.2100 +22.05% -
Capital Group New Perspective Fu... reinvestment 23.8100 +20.01% +17.87%
Capital Group New Perspective Fu... reinvestment 22.8600 +24.99% -
Capital Group New Perspective Fu... paying dividend 20.5900 +24.96% +28.02%
Capital Group New Perspective Fu... reinvestment 20.1000 +20.58% +15.98%
Capital Group New Perspective Fu... reinvestment 33.5600 +21.73% +19.86%
Capital Group New Perspective Fu... paying dividend 39.2000 +23.61% +25.64%
Capital Group New Perspective Fu... paying dividend 43.9600 +28.46% +43.23%
Capital Group New Perspective Fu... reinvestment 196.6500 +20.30% +20.25%
Capital Group New Perspective Fu... reinvestment 22.3400 - -
Capital Group New Perspective Fu... reinvestment 25.0400 - -
Capital Group New Perspective Fu... reinvestment 37.3900 - -
Capital Group New Perspective Fu... paying dividend 22.3300 - -
Capital Group New Perspective Fu... paying dividend 25.0300 - -
Capital Group New Perspective Fu... paying dividend 37.3800 - -
Capital Group New Perspective Fu... paying dividend 37.3400 - -
Capital Group New Perspective Fu... reinvestment 21.6400 - -
Capital Group New Perspect.(LUX)... reinvestment 27.6000 +22.02% +23.77%
Capital Group New Perspective Fu... reinvestment 23.5000 +19.84% +15.65%
Capital Group New Perspective Fu... reinvestment 23.3000 +22.50% +21.80%
Capital Group New Perspect.(LUX)... reinvestment 24.2300 +25.80% +30.55%
Capital Group New Perspect.(LUX)... reinvestment 27.1400 +21.70% +22.92%
Capital Group New Perspect.(LUX)... reinvestment 25.2500 +20.81% +20.18%
Capital Group New Perspect.(LUX)... reinvestment 20.7400 +21.36% +18.24%
Capital Group New Perspect.(LUX)... reinvestment 26.0500 +26.76% +33.52%
Capital Group New Perspect.(LUX)... paying dividend 24.9400 +26.73% +33.51%
Capital Group New Perspect.(LUX)... reinvestment 22.2900 +22.27% +21.01%
Capital Group New Perspect.(LUX)... reinvestment 22.5400 +19.64% +15.00%
Capital Group New Perspective Fu... reinvestment 27.6000 - -
Capital Group New Perspective Fu... reinvestment 26.4900 - -
Capital Group New Perspective Fu... paying dividend 27.5900 - -
Capital Group New Perspective Fu... paying dividend 26.4800 - -
Capital Group New Perspective Fu... paying dividend 27.5600 - -
Capital Group New Perspective Fu... reinvestment 24.2700 - -
Capital Group New Perspective Fu... reinvestment 25.9700 - -

Performance

CAD  
+6.12%
6 Mois  
+13.04%
1 An  
+25.96%
3 Ans  
+37.41%
5 Ans     -
Depuis le début  
+44.40%
Année
2023  
+18.71%
2022
  -16.66%
2021  
+15.43%