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Fund centre | Capital Group

Capital Group New Perspective Fund (LUX)

Taking a new perspective on global investing, for fifty years  

From 1 December 2023 the Capital Group New Perspective Fund (LUX) is classified as an Article 8 fund under the EU’s Sustainable Finance Disclosure Regulation (SFDR).

The SFDR Classification is related to the European Union’s regulation and is not equivalent to approval or recognition as an ESG fund by regulators in Asia Pacific.

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Composition of the Dividend Payment (PDF)

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        Overview

        Portfolio

        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.

        Past results are not a guarantee of future results.

        Price & Distributions

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        Risk Considerations

        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 funds may invest in financial derivative instruments for investment purposes, hedging and/or efficient portfolio management.
        • The Prospectus – together with any locally required offering documentation – set 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.

         

         

         

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