Capital Group New Perspective Fund (LUX)

Qualification

ISIN: LU1295555210

Categoria Morningstar: Global Large-Cap Growth Equity

Società: Capital Group

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