Discover what Capital Group New Perspective Fund (LUX) can offer
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KEY BENEFITS
A core global equity fund built for an evolving world
The New Perspective fund invests in early-stage and established multinational companies to help achieve long-term capital growth for you. Based on one of our most well-known global equity strategies from the US, which was launched in 1973, the New Perspective fund is managed by the same experienced team and follows the same flexible approach.
A portfolio that thrives with change
Focused on identifying and investing in companies best-placed to thrive in a dynamic global economy
Combining resilience and growth
Invests in multinationals that combine endurance with growth potential
A track record of excess returns*
For more than 50 years, the strategy has proven its ability to weather different market conditions
*Past results are not a guarantee of future results.
THINGS TO CONSIDER
Working toward long-term growth while considering risks
While investing in global equities offers investors growth potential, it still carries general investment, equities, and other risks that may cause your investment to decline or suffer losses.
Risk considerations
WHY INVEST IN THIS FUND
A fund that is well-positioned for change
Jody Jonsson, portfolio manager, discusses how New Perspective has navigated across decades of transformational changes and highlights why she thinks the strategy has thrived in various market environments.
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WHY CAPITAL GROUP
A leader in global investing
For more than 90 years, we’ve been searching the world for long-term opportunities, making Capital Group one of the oldest global investors today.
Global investing credentials
US$2.8T
in total assets managed
27 years
average investment experience of our portfolio managers
US$2.2T
equity assets managed
Data as at 31 December 2024
High conviction investments. Diverse perspectives.
The Capital SystemTM combines independent, high-conviction decision-making with the diversity that comes from multiple perspectives.
We believe ESG is key to successful investing. So we consider environmental, social and governance issues before we invest.
Explore insights to help you navigate today's market
Find out more about what this fund has to offer
To find out more, talk to your financial adviser, or visit our How To Subscribe page.
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.
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.
- There are additional Counterparty, Emerging markets, Equities, Liquidity, Operational and Sustainability risks associated with this fund.
Fund risks
Counterparty risk: Other financial institutions provide services to the fund such as safekeeping of assets, or may serve as a counterparty to financial contracts such as derivatives. There is a risk the counterparty will not meet their obligations.
Emerging markets risk: Investments in emerging markets are generally more sensitive to risk events such as changes in the economic, political, fiscal and legal environment.
Equities risk: The prices of equity securities may decline in response to certain events, including those directly involving the companies whose securities are owned by the fund, overall market changes, local, regional or global political, social or economic instability and currency fluctuations.
Liquidity risk: In stressed market conditions, certain securities held by the fund may not be able to be sold at full value, or at all. This could cause the fund to defer or suspend redemptions of its shares, meaning investors may not have immediate access to their investment.
Operational risk: The risk of potential loss resulting from inadequate or failed internal processes, people and systems or from external events.
Sustainability risk: Environmental, social or governance event or condition that, if it occurs, could cause an actual or potential material negative impact on the value of an investment of the fund.
Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organisation; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups
Data as at 31 December 2022 and attributed to Capital Group, unless otherwise specified.
Results referenced for the Capital Group New Perspective Composite, from inception at 31 March 1973 (net of fees, B). In USD terms. Capital Group New Perspective Composite is shown for illustrative purposes only. Capital Group New Perspective Fund (LUX) has been a member of this composite since the beginning of November 2015. Results compared with MSCI All Country World Index (ACWI) (net dividends reinvested) from 30 September 2011; previously MSCI World (net dividends reinvested). Source: MSCI