Capital Group New Perspective Fund (LUX) Zd (EUR)Registreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 30-04-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
![]() | Fonds | 22,2 | 26,1 | -21,4 | 20,4 | 7,2 |
![]() | +/-Cat | 5,1 | 3,9 | 1,0 | 1,6 | -0,4 |
![]() | +/-Idx | - | 0,2 | 1,9 | -4,8 | -1,4 |
Categorie: Aandelen Wereldwijd Large-Cap Groei | ||||||
Categorie Benchmark: Morningstar Gbl Growth TME ... |
Kerngegevens | ||
Koers 17-05-2024 | EUR 21,78 | |
Rendement 1 Dag | 0,09% | |
Morningstar Categorie™ | Aandelen Wereldwijd Large-Cap Groei | |
Vestigingsland | Luxemburg | |
ISIN | LU1295555483 | |
Grootte Fonds (Mil) 17-05-2024 | USD 14090,49 | |
Grootte Fondsklasse (Mil) 17-05-2024 | USD 55,68 | |
Aankoopkosten (Max) | 5,25% | |
Lopende Kosten Factor 15-02-2024 | 0,90% |
Morningstar Research |
Analyst Report | 03-07-2023 Stephen Welch, Senior Analyst Morningstar, Inc |
Capital Group New Perspective’s veteran leadership and time-tested approach targeting firms benefiting from global trade earn its cheapest share classes earn a Morningstar Analyst Rating of Gold. Pricier shares come in at Silver or Bronze.The... | |
Klik hier voor het analistenrapport |
Pijlers Morningstar | |
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Team | 25 |
Fondshuis | 25 |
Proces | 24 |
Rendement | |
Kosten |
Beleggingsdoelstelling: Capital Group New Perspective Fund (LUX) Zd (EUR) |
The Fund’s investment objective is to provide long-term growth of capital. The Fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world, which may include Emerging Markets. |
Returns | ||||||||||||||||
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Management | ||
Naam manager Aanvangsdatum | ||
Robert Lovelace 30-10-2015 | ||
Brady Enright 30-10-2015 | ||
Click here to see others | ||
Oprichtingsdatum 30-10-2015 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
MSCI ACWI NR USD | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? Capital Group New Perspective Fund (LUX) Zd (EUR) | 30-04-2024 |
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Top 5 posities | Sector | % |
![]() | ![]() | 3,73 |
![]() | ![]() | 3,17 |
![]() | ![]() | 3,09 |
![]() | ![]() | 2,66 |
![]() | ![]() | 2,50 |
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Capital Group New Perspective Fund (LUX) Zd (EUR) |