Capital Group New Perspective Fund (LUX)
Aims 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. In pursuing its investment objective, the fund invests primarily in common stocks that the Investment Adviser believes have the potential for growth.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 22,40 | 3 anni: 17,07 | 5 anni: 16,54 | Inizio: 10,64 | 2021: 3,33 | 2020: 22,07 | 2019: 32,00 | 2018: -1,51 | 2017: 12,27 |
| Rendimento annuo: Categoria | 1 anno: 17,02 | 3 anni: 13,62 | 5 anni: 13,73 | Inizio: - | 2021: 2,28 | 2020: 17,10 | 2019: 31,60 | 2018: -5,80 | 2017: 12,53 |
| Rendimento annuo: Percentile | 1 anno: 24,00 | 3 anni: 17,00 | 5 anni: 24,00 | Inizio:- | 2021: 24,00 | 2020: 24,00 | 2019: 52,00 | 2018: 20,00 | 2017: 45,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 16,80 | 3 Sharpe Ratio: 0,82 | 5 Correlazione: 98,95 | Beta: 1,04 | Alfa: -0,68 | Tracking error: 2,87 | Info Ratio: -0,10 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2021-01-15
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2021-01-15