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Capital Group New Perspective Fund (AU)
Inception date 20/11/2015
Share class inception date 20/11/2015
Factsheet
Asset class
Equity
Share class currency
AUD
Region
Global
Capital Group New Perspective Fund (AU)
Inception date 20/11/2015
Share class inception date 20/11/2015
 
Asset class
Equity
Share class currency
AUD
Region
Global
Annualised returns (%)
1Y
9.98
3Y
11.60
5Y
14.47
Capital Group New Perspective Fund Hedged (AU)
Inception date 20/11/2015
Share class inception date 20/11/2015
Factsheet
Asset class
Equity
Share class currency
AUD
Region
Global
Capital Group New Perspective Fund Hedged (AU)
Inception date 20/11/2015
Share class inception date 20/11/2015
 
Asset class
Equity
Share class currency
AUD
Region
Global
Annualised returns (%)
1Y
4.82
3Y
4.56
5Y
13.75
Capital Group New World Fund (AU)
Inception date 19/1/2017
Share class inception date 19/1/2017
Factsheet
Asset class
Equity
Share class currency
AUD
Region
Emerging Markets
Capital Group New World Fund (AU)
Inception date 19/1/2017
Share class inception date 19/1/2017
 
Asset class
Equity
Share class currency
AUD
Region
Emerging Markets
Annualised returns (%)
1Y
7.22
3Y
9.08
5Y
9.90
Capital Group Multi-Sector Income Fund (AU)
Inception date 6/6/2023
Share class inception date 6/6/2023
Factsheet
Asset class
Fixed Income
Share class currency
AUD
Region
Global
Capital Group Multi-Sector Income Fund (AU)
Inception date 6/6/2023
Share class inception date 6/6/2023
 
Asset class
Fixed Income
Share class currency
AUD
Region
Global
Annualised returns (%)
1Y
5.64
3Y
5Y
Capital Group Global Corporate Bond Fund Hedged (AU)
Inception date 23/10/2018
Share class inception date 23/10/2018
Factsheet
Asset class
Fixed Income
Share class currency
AUD
Region
Global
Capital Group Global Corporate Bond Fund Hedged (AU)
Inception date 23/10/2018
Share class inception date 23/10/2018
 
Asset class
Fixed Income
Share class currency
AUD
Region
Global
Annualised returns (%)
1Y
4.32
3Y
0.40
5Y
1.12
Capital Group Global Total Return Bond Fund (AU)
Inception date 16/12/2020
Share class inception date 16/12/2020
Factsheet
Asset class
Fixed Income
Share class currency
AUD
Region
Global
Capital Group Global Total Return Bond Fund (AU)
Inception date 16/12/2020
Share class inception date 16/12/2020
 
Asset class
Fixed Income
Share class currency
AUD
Region
Global
Annualised returns (%)
1Y
2.34
3Y
-0.19
5Y
Capital Group Global High Income Opportunities Hedged (AU)
Inception date 23/10/2018
Share class inception date 23/10/2018
Factsheet
Asset class
Fixed Income
Share class currency
AUD
Region
Global
Capital Group Global High Income Opportunities Hedged (AU)
Inception date 23/10/2018
Share class inception date 23/10/2018
 
Asset class
Fixed Income
Share class currency
AUD
Region
Global
Annualised returns (%)
1Y
4.95
3Y
2.50
5Y
4.51
Capital Group New World Fund Hedged (AU)
Inception date 19/1/2017
Share class inception date 19/1/2017
Factsheet
Asset class
Equity
Share class currency
AUD
Region
Emerging Markets
Capital Group New World Fund Hedged (AU)
Inception date 19/1/2017
Share class inception date 19/1/2017
 
Asset class
Equity
Share class currency
AUD
Region
Emerging Markets
Annualised returns (%)
1Y
1.36
3Y
0.52
5Y
8.18
Capital Group Global Equity Fund (AU)
Inception date 31/10/1997
Share class inception date 31/10/1997
Factsheet
Asset class
Equity
Share class currency
AUD
Region
Global
Capital Group Global Equity Fund (AU)
Inception date 31/10/1997
Share class inception date 31/10/1997
 
Asset class
Equity
Share class currency
AUD
Region
Global
Annualised returns (%)
1Y
1.44
3Y
11.82
5Y
12.97
Capital Group World Dividend Growers (AU)
Inception date 30/9/2014
Share class inception date 30/9/2014
Factsheet
Asset class
Equity
Share class currency
AUD
Region
Global
Capital Group World Dividend Growers (AU)
Inception date 30/9/2014
Share class inception date 30/9/2014
 
Asset class
Equity
Share class currency
AUD
Region
Global
Annualised returns (%)
1Y
14.85
3Y
12.43
5Y
11.50
Risk factors you should consider before investing:
  • This material is not intended to provide investment advice or be considered a personal recommendation.
  • The value of investments 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. Currency hedging seeks to limit this, but there is no guarantee that hedging will be totally successful.
  • Some portfolios may invest in financial derivative instruments for investment purposes, hedging and/or efficient portfolio management.
  • The Prospectus - together with locally required offering documentation - sets out risks which, depending on the fund, may include risks associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.
Where funds have less than 6 months of results, there is insufficient data history to provide useful information on past performance. Please see individual fund pages for additional results data including index results. Results displayed as of prior month end.
This communication is of a general nature, and not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities. All information is as at the date indicated and attributed to Capital Group unless otherwise stated. While Capital Group uses reasonable efforts to obtain information from third-party sources that it believes to be accurate, this cannot be guaranteed.
© 2025 Morningstar, Inc. 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.
Please note: Product Disclosure Statement of the Capital Group Global Equity Fund (AU) is no longer available, hence no applications will be accepted into this Fund.