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Price: 18.3716GBP

Change: -0.32%

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Capital Group New Perspective Fund (LUX) Zh GBP

Capital Group New Perspective Fund (LUX) Zh GBP

ISIN:

LU1295556960

IA Sector:

IA Global

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

Accumulation

Price:

18.3716GBP

02 April 2026

Last change:

-0.32%

1 year change:

20.15%

5 year annualised return:

6.86%

12 month yield:

N/A%

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At a glance

At a glance performance and information

Eligibility:

Share Dealing Account
ISA
SIPP

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you’re unsure about investing, seek independent advice. You may be eligible for financial advice through our partnership with Schroders Personal Wealth

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

  • Capital Group New Perspective Fund (LUX) Zh GBP
  • IA Global
  • Index

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/21 to 31/03/22 31/03/22 to 31/03/23 31/03/23 to 31/03/24 31/03/24 to 31/03/25 31/03/25 to 31/03/26
Capital Group New Perspective Fund (LUX) Zh GBP 5.22% -9.78% 22.01% 4.97% 14.88%
IA Global 8.39% -2.65% 16.74% -0.27% 13.44%
N/A N/A% N/A% N/A% N/A% N/A%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
Capital Group New Perspective Fund (LUX) Zh GBP -4.46% -2.33% 20.15% 14.17% 6.86%
IA Global -1.21% 0.33% 18.33% 10.11% 7.08%
N/A N/A% N/A% N/A% N/A% N/A%

Fund Objective: The fund's investment objective is to achieve long-term growth of capital. The fund seeks to take advantage of investment opportunities generated by changes in global trade patterns and economic and political relationships by investing in common stocks of companies located around the world, which may include Emerging Markets. The fund also aims to manage a carbon footprint that is generally at least 30% lower than the index, and evaluates and applies ESG and norms-based screening to implement a negative screening policy relating to investments in corporate issuers.

Manager name:

Capital Group

Manager start date:

01 November 2025

Investment style:

Growth

Region (geographical):

Global

Manager Biography:

Aline Avzaradel is an equity portfolio manager at Capital Group. She has 23 years of investment industry experience and has been with Capital Group for 20 years. Earlier in her career at Capital, as an equity analyst, she covered U.S. insurance companies as well as the apparel industry, nonalcoholic beverages and packaged food companies. Prior to joining Capital, Aline was an investment banking analyst with Morgan Stanley in New York. She holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in economics and mathematics from Barnard College graduating summa cum laude and Phi Beta Kappa. Aline is based in San Francisco.

Benchmark:

N/A

Sector:

IA Global

FE fundinfo Rating:

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. 5.25%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.84%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. 0%
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: Lloyds The cost of buying or selling some or all of your investment. £1.50
Breakdown

Asset Allocation

Fund size: 19,058,907,300.44 GBP

Chart date: April 2, 2026

Top 10 Holdings

Top 10 Holdings
Security Weight
Taiwan semiconductor manufacturing company limited 4.40%
Meta platforms, inc. 3.80%
Broadcom corp 2.90%
Alphabet inc. 2.80%
Microsoft corporation 2.80%
Nvidia corporation 2.80%
Tesla, inc. 2.60%
Asml holding n.v. 1.80%
Astrazeneca plc 1.80%
Eli lilly and company 1.60%

Sectors

Sectors
Sectors Weight
Information Technology 23.10%
Industrials 15.20%
Financials 12.10%
Consumer Discretionary 12.00%
Health Care 11.80%
Communications 9.90%
Consumer Staples 4.60%
Materials 4.30%
Cash & Cash Equivalents 3.80%
Energy 1.70%

World regions

World regions
Country Weight
North America 55.20%
Europe 25.60%
Emerging Markets 9.00%
Japan 4.60%
Cash and equivalents 3.80%
Pacific ex Japan 1.70%
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.

This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements.

The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.

Find out more about responsible investing with Lloyds including ESG (Environmental, Social and Governance).

Important legal information

Lloyds and Lloyds Bank are trading names of Halifax Share Dealing Limited. The Lloyds Bank Direct Investments Service is operated by Halifax Share Dealing Limited. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Registered in England and Wales no. 3195646. Halifax Share Dealing Limited is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

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