Capital Group New Pers (LUX) B (EUR) |
Como se comportou este fundo | 31/10/2024 |
Evolução de €1.000 (EUR) |
Fundo | 21.3 | 25.1 | -22.0 | 19.5 | 15.3 | |
+/-Cat | 4.2 | 2.9 | 0.5 | 0.7 | 1.1 | |
+/-Ind | - | -0.8 | 1.3 | -5.8 | -4.6 | |
Categoría: Ações Global Cap. Grande Crescimento | ||||||
Benchmark: Morningstar Gbl Growth TME ... |
Estatística Rápida | ||
Valor 29/11/2024 | EUR 23.21 | |
Valorização do dia | 0.78% | |
Categoria Morningstar™ | Ações Global Cap. Grande Crescimento | |
ISIN | LU1295551144 | |
Fund Size (Mil) 29/11/2024 | USD 15931.15 | |
Share Class Size (Mil) 29/11/2024 | USD 3419.57 | |
Comissão Subscrição | 5.25% | |
Ongoing Charge 13/11/2024 | 1.60% |
Morningstar Research |
Analyst Report | 24/06/2024 Stephen Welch, Senior Analyst Morningstar, Inc |
Capital Group New Perspective’s veteran leadership and time-tested approach targeting firms benefiting from global trade earn its cheapest share classes earn a Morningstar Analyst Rating of Gold. Pricier shares come in at Silver or Bronze.The... | |
Click here to read this analyst report |
Morningstar Pillars | |
---|---|
People | 25 |
Parent | 25 |
Process | 24 |
Performance | |
Price |
Política de Investimento: Capital Group New Pers (LUX) B (EUR) |
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. |
Returns | |||||||||||||
|
Gestão | ||
Nome do gestor Data de início | ||
Brady Enright 30/10/2015 | ||
Noriko Chen 30/10/2015 | ||
Click here to see others | ||
Criação do fundo 30/10/2015 |
Publicidade |
Benchmark | |
Benchmark do fundo | Benchmark Morningstar |
MSCI ACWI NR USD | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
|
O que o fundo tem Capital Group New Pers (LUX) B (EUR) | 31/10/2024 |
|
|
5 maiores posições | Sector | % |
Meta Platforms Inc Class A | Communication Services | 3.78 |
Microsoft Corp | Technology | 3.26 |
Taiwan Semiconductor Manufacturi... | Technology | 3.23 |
Broadcom Inc | Technology | 2.79 |
Novo Nordisk AS Class B | Healthcare | 2.50 |
Incremento Reducción Nuevo desde la anterior cartera | ||
Capital Group New Pers (LUX) B (EUR) |