Capital Group New Perspective Fund (LUX)

Taking a new perspective on global investing, for fifty years

The information in relation to the index is provided for context and illustration only. The fund is an actively managed UCITS. It is not managed in reference to a benchmark.

Risk factors you should consider before investing:

  • This material is not intended to provide investment advice or be considered a personal recommendation.
  • The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment.
  • Past results are not a guarantee of future results.
  • If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease. Currency hedging seeks to limit this, but there is no guarantee that hedging will be totally successful.
  • Some portfolios may invest in financial derivative instruments for investment purposes, hedging and/or efficient portfolio management.
  • There are additional Counterparty, Emerging markets, Equities, Liquidity, Operational and Sustainability risks associated with this fund.

Fund risks

Counterparty risk: Other financial institutions provide services to the fund such as safekeeping of assets, or may serve as a counterparty to financial contracts such as derivatives. There is a risk the counterparty will not meet their obligations.

Emerging markets risk: Investments in emerging markets are generally more sensitive to risk events such as changes in the economic, political, fiscal and legal environment.

Equities risk: The prices of equity securities may decline in response to certain events, including those directly involving the companies whose securities are owned by the fund, overall market changes, local, regional or global political, social or economic instability and currency fluctuations.

Liquidity risk: In stressed market conditions, certain securities held by the fund may not be able to be sold at full value, or at all. This could cause the fund to defer or suspend redemptions of its shares, meaning investors may not have immediate access to their investment.

Operational risk: The risk of potential loss resulting from inadequate or failed internal processes, people and systems or from external events.

Sustainability risk: Environmental, social or governance event or condition that, if it occurs, could cause an actual or potential material negative impact on the value of an investment of the fund.

Data as at 31 December 2023 and attributed to Capital Group, unless otherwise specified.

In USD terms. Composite data is referenced for illustrative purposes only. Capital Group New Perspective Fund (LUX) has been a member of this composite since the beginning of November 2015.

Results referenced for the Capital Group New Perspective Composite, from inception at 31 March 1973 (net of fees, Z).

Index is MSCI All Country World Index (ACWI) (net dividends reinvested) from 30 September 2011; previously MSCI World (net dividends reinvested). Source: MSCI