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Capital Group New Perspective (Lux) B USD Cap

Ranked 55 out of 358 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Isabelle de Wismes

As a portfolio manager at Capital Group, Isabelle de Wismes is keen to conduct thorough research when stock-picking, meeting with a company’s management and learning about its industry to seek out those that have evidence of competitive advantages and the ability to sustain them. With over 29 years investment experience, de Wismes has previously worked as a senior investment analyst at Compagnie Financière S.G. Warburg, as well as an analyst at Compagnie Financière de Paribas in Paris. She is a member of the French Federation of Financial Analysts Society and is currently based in London.

Jody Jonsson

Jody Jonsson is an equity portfolio manager at Capital Group. Before joining Capital, Jonsson was an equity research analyst at Fidelity Management & Research Company in Boston and an officer in the public finance division of Irving Trust Company in New York. She holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in economics from Princeton University.

Robert W. Lovelace

Steven Watson

Objective

The Funds primary investment objective is to provide, long-term growth of capital. Future income is a secondary objective. 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.

Showing fund performance in Belgium View performance globally

Performance

Global over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.2% 0.0% 0.8%
2016 3.3% -7.7% 1.8% 4.6% 5.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2017

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 4.01
Taiwan Semiconductor Manufacturing Co Ltd ORD 2.17
Facebook Inc ORD 2.16
Microsoft Corp ORD 1.92
Priceline Group Inc ORD 1.86
Naspers Ltd ORD 1.85
Broadcom Ltd ORD 1.73
British American Tobacco PLC ORD 1.50
Regeneron Pharmaceuticals Inc ORD 1.49
31/05/2017

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Iceland
  9. Ireland
  10. Italy
  11. Korea
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date30/10/2015
  • Share Class size91Mn
  • Base currencyUSD
  • ISIN LU1295551573

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).