Capital Group New Perspective Fund (LUX) Zh-GBP
Category Other Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£16.27
£0.07 (+0.43%)
Fund Code
CINPA
BYSR0T9
LU1295556960
Prices updated as at 08 May 2025
|
Prices in GBP
Investment objective
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 global trade patterns and economic and political relationships by investing in common stocks of companies located around the world, which may include Emerging Markets.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Portfolio as of 31/03/2025
Asset allocation
Show long & short position
Geographical breakdown
Continent or country allocation (%)
Market classification (%)
Stock style
Large growth
36.52%
% Weight
Value
Core
Growth
Large
13
36
37
Medium
2
5
7
Small
0
0
0
Valuation
Capital Group New Perspective Fund (LUX) Zh-GBP
Other Equity
19.80
2.68
3.34
13.54
Growth rate
Capital Group New Perspective Fund (LUX) Zh-GBP
Other Equity
10.64%
1.73%
10.58%
Top 10 holdings
Security name | Sector | Country | % of assets | |
---|---|---|---|---|
1 | Meta Platforms Inc Class A | - | United States | 3.80 |
2 | Microsoft Corp | - | United States | 3.07 |
3 | Taiwan Semiconductor Manufacturing Co Ltd | - | Taiwan | 2.72 |
4 | Broadcom Inc | - | United States | 2.20 |
5 | Tesla Inc | - | United States | 2.05 |
6 | NVIDIA Corp | - | United States | 1.71 |
7 | Essilorluxottica | - | France | 1.68 |
8 | Netflix Inc | - | United States | 1.64 |
9 | Eli Lilly and Co | - | United States | 1.61 |
10 | AstraZeneca PLC | - | United Kingdom | 1.44 |
Assets in top 10 holdings %
21.91%
Total no. of equity holdings
254.00
Total no. of bond holdings
-
Stock sectors
Capital Group New Perspective Fund (LUX) Zh-GBP
Other Equity
31.29%
Basic materials
Con cyclical
Financial svs
Real estate
47.23%
Comm services
Energy
Industrials
Technology
21.48%
Con defensive
Healthcare
Utilities