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Capital Group New Perspect.(LUX)Zh/  LU1295556960  /

Fonds
NAV1/8/2025 Chg.+0.0300 Type of yield Investment Focus Investment company
16.5300GBP +0.18% reinvestment Equity Worldwide Capital Int. M. Co. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2020 - - - - - - - - - -2.91 12.38 5.59 -
2021 0.00 1.26 1.64 4.61 0.44 2.78 1.00 3.45 -3.68 6.71 -1.92 1.76 +19.13%
2022 -7.83 -4.61 3.40 -8.91 -1.76 -8.24 8.36 -3.94 -8.20 4.09 7.15 -6.01 -25.22%
2023 7.72 -1.07 2.91 0.49 0.24 4.98 2.52 -2.01 -3.73 -3.24 7.93 4.70 +22.63%
2024 1.09 5.23 2.59 -2.85 3.62 2.70 -0.32 2.25 1.57 -1.61 3.97 -0.85 -
2025 0.98 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.67% 13.86% 12.14% 16.36% -%
Sharpe ratio 5.49 0.34 1.45 0.10 -
Best month +0.98% +3.97% +5.23% +8.36% +12.38%
Worst month -0.85% -1.61% -2.85% -8.91% -8.91%
Maximum loss -0.84% -9.15% -9.15% -28.38% -
Outperformance +3.37% - +12.35% - -
 
All quotes in GBP

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Capital Group New Perspect.(LUX)... paying dividend 24.2600 +25.70% +23.02%
Capital Group New Perspect.(LUX)... reinvestment 26.0400 +25.80% +23.47%
Capital Group New Perspect.(LUX)... reinvestment 23.2200 +19.88% +10.99%
Capital Group New Perspect.(LUX)... reinvestment 25.7400 +25.62% +22.92%
Capital Group New Perspect.(LUX)... paying dividend 25.0300 +18.38% +12.09%
Capital Group New Perspect.(LUX)... reinvestment 24.1100 +27.10% +9.79%
Capital Group New Perspect.(LUX)... reinvestment 24.2400 +27.24% +10.18%
Capital Group New Perspect.(LUX)... reinvestment 25.7800 +25.69% +23.11%
Capital Group New Perspect.(LUX)... reinvestment 26.5900 +18.34% +12.10%
Capital Group New Perspect.(LUX)... reinvestment 24.4800 +27.37% +10.52%
Capital Group New Perspect.(LUX)... reinvestment 21.7300 +22.22% +23.54%
Capital Group New Perspect.(LUX)... reinvestment 26.8600 +18.43% +12.43%
Capital Group New Perspect.(LUX)... reinvestment 24.5200 +27.38% +10.60%
Capital Group New Perspect.(LUX)... reinvestment 26.9100 +18.49% -
Capital Group New Perspect.(LUX)... reinvestment 26.9700 +18.55% +12.75%
Capital Group New Perspective Fu... reinvestment 27.1700 +26.37% +25.09%
Capital Group New Perspective Fu... reinvestment 28.0300 +18.97% +13.94%
Capital Group New Perspective Fu... paying dividend 25.7000 +26.32% +25.02%
Capital Group New Perspective Fu... reinvestment 24.3000 +17.85% +6.72%
Capital Group New Perspective Fu... reinvestment 26.4600 +18.23% +11.74%
Capital Group New Perspective Fu... reinvestment 25.6500 +25.55% +22.67%
Capital Group New Perspective Fu... paying dividend 25.8000 +18.21% +11.75%
Capital Group New Perspective Fu... paying dividend 25.0100 +25.55% -
Capital Group New Perspective Fu... paying dividend 23.9000 +19.54% -
Capital Group New Perspective Fu... paying dividend 25.4800 +18.20% -
Capital Group New Perspective Fu... reinvestment 22.8100 +17.15% +7.80%
Capital Group New Perspective Fu... reinvestment 23.2200 +19.57% +10.20%
Capital Group New Perspective Fu... reinvestment 19.7000 +20.64% +14.20%
Capital Group New Perspective Fu... paying dividend 23.5200 +18.31% +12.02%
Capital Group New Perspective Fu... reinvestment 17.0900 +20.69% +14.47%
Capital Group New Perspective Fu... paying dividend 40.4900 +28.61% -
Capital Group New Perspective Fu... reinvestment 25.5400 +27.89% +11.97%
Capital Group New Perspective Fu... reinvestment 22.6700 +22.74% +25.11%
Capital Group New Perspective Fu... paying dividend 32.7300 +20.83% -
Capital Group New Perspective Fu... reinvestment 24.2000 +27.17% +10.05%
Capital Group New Perspective Fu... reinvestment 21.4800 +22.05% +22.95%
Capital Group New Perspective Fu... reinvestment 36.3300 +21.83% +13.00%
Capital Group New Perspective Fu... paying dividend 22.8100 +27.28% +10.11%
Capital Group New Perspective Fu... paying dividend 20.2500 +22.11% +23.10%
Capital Group New Perspective Fu... paying dividend 34.2400 +21.91% +13.08%
Capital Group New Perspective Fu... paying dividend 19.0200 +21.99% +22.94%
Capital Group New Perspective Fu... paying dividend 32.1700 +21.86% +13.00%
Capital Group New Perspective Fu... reinvestment 49.9700 +32.51% +37.36%
Capital Group New Perspective Fu... reinvestment 43.3400 +21.98% +17.90%
Capital Group New Perspective Fu... reinvestment 21.4000 +21.94% +22.71%
Capital Group New Perspect.(LUX)... paying dividend 21.5000 +17.16% +8.76%
Capital Group New Perspect.(LUX)... paying dividend 23.5600 +24.39% +19.41%
Capital Group New Perspect.(LUX)... paying dividend 24.3100 +17.16% +8.77%
Capital Group New Perspect.(LUX)... paying dividend 20.8400 +24.39% +19.41%
Capital Group New Perspect.(LUX)... reinvestment 20.2700 +16.03% +1.91%
Capital Group New Perspect.(LUX)... reinvestment 15.3200 +19.59% +11.18%
Capital Group New Perspect.(LUX)... paying dividend 19.0300 +18.57% +7.33%
Capital Group New Perspect.(LUX)... paying dividend 25.0100 +18.03% +11.25%
Capital Group New Perspect.(LUX)... paying dividend 22.4300 +25.32% +22.14%
Capital Group New Perspect.(LUX)... paying dividend 23.1400 +18.04% +11.23%
Capital Group New Perspect.(LUX)... reinvestment 16.5300 +20.39% +13.69%
Capital Group New Perspect.(LUX)... reinvestment 22.1500 +25.92% +6.90%
Capital Group New Perspect.(LUX)... reinvestment 19.6600 +20.84% +19.44%
Capital Group New Perspect.(LUX)... paying dividend 19.6600 +20.84% +19.44%
Capital Group New Perspect.(LUX)... paying dividend 17.3900 +20.78% +19.43%
Capital Group New Perspect.(LUX)... reinvestment 34.3100 +17.94% +9.23%
Capital Group New Perspect.(LUX)... reinvestment 23.8000 +26.87% +9.32%
Capital Group New Perspect.(LUX)... reinvestment 21.1300 +21.79% +22.21%
Capital Group New Perspect.(LUX)... reinvestment 35.7300 +21.57% +12.22%
Capital Group New Perspect.(LUX)... paying dividend 22.7900 +26.90% +9.29%
Capital Group New Perspect.(LUX)... paying dividend 20.2300 +21.74% +22.19%
Capital Group New Perspect.(LUX)... paying dividend 34.2100 +21.56% +12.22%
Capital Group New Perspect.(LUX)... paying dividend 18.7100 +21.70% +22.15%
Capital Group New Perspect.(LUX)... reinvestment 36.6600 +18.87% +11.73%
Capital Group New Perspective Fu... paying dividend 19.6100 +18.52% +7.26%
Capital Group New Perspective Fu... paying dividend 20.2100 +19.44% +9.74%
Capital Group New Perspective Fu... reinvestment 168.3400 +17.40% -
Capital Group New Perspective Fu... reinvestment 33.2500 +20.69% -
Capital Group New Perspective Fu... reinvestment 22.9300 +16.40% +6.65%
Capital Group New Perspective Fu... reinvestment 22.2300 +23.64% -
Capital Group New Perspective Fu... paying dividend 20.0200 +23.57% +17.09%
Capital Group New Perspective Fu... reinvestment 19.4200 +17.77% +5.26%
Capital Group New Perspective Fu... reinvestment 32.4000 +18.90% +8.72%
Capital Group New Perspective Fu... paying dividend 37.8200 +20.80% +13.97%
Capital Group New Perspective Fu... paying dividend 42.7500 +28.63% +31.64%
Capital Group New Perspective Fu... reinvestment 189.0700 +16.75% +8.54%
Capital Group New Perspect.(LUX)... reinvestment 26.5600 +18.31% +11.97%
Capital Group New Perspective Fu... reinvestment 22.7100 +17.18% +4.94%
Capital Group New Perspective Fu... reinvestment 22.5000 +19.68% +10.51%
Capital Group New Perspect.(LUX)... reinvestment 23.5600 +24.39% +19.41%
Capital Group New Perspect.(LUX)... reinvestment 26.1200 +18.03% +11.24%
Capital Group New Perspect.(LUX)... reinvestment 24.3000 +17.11% +8.72%
Capital Group New Perspect.(LUX)... reinvestment 20.0300 +18.52% +7.28%
Capital Group New Perspect.(LUX)... reinvestment 25.3200 +25.35% +22.14%
Capital Group New Perspect.(LUX)... paying dividend 24.2400 +25.32% +22.12%
Capital Group New Perspect.(LUX)... reinvestment 21.5200 +19.42% +9.80%
Capital Group New Perspect.(LUX)... reinvestment 21.7700 +16.85% +4.21%

Performance

YTD  
+0.98%
6 Months  
+3.70%
1 Year  
+20.39%
3 Years  
+13.69%
5 Years     -
Since start  
+51.51%
Year
2023  
+22.63%
2022
  -25.22%
2021  
+19.13%