Comparing 2 funds
Returns, costs and exposure side by side, with sources and dates below.
Capital Group Global New Perspective Fund (LUX)
Performance, starting at 100
If you had invested £10,000
Based on month end returns. Illustrative, before tax, not a prediction.
Country exposure
Not available for: Capital Group Global New Perspective Fund (LUX).
Sector exposure
Not available for: Capital Group Global New Perspective Fund (LUX).
AI comparison
Side by side
| Metric | Capital Group New Perspective Fund (LUX) | Capital Group Global New Perspective Fund (LUX) |
|---|---|---|
| 1 year returnHighest in bold | ▲ +11.4% | ▲ +10.8% |
| 3 year returnHighest in bold | ▲ +56.0% | ▲ +54.6% |
| 5 year returnHighest in bold | ▲ +53.6% | ▲ +50.8% |
| Rank among sector peers, 1 yearQuartile among representative funds in the FE sector | Q3 of 1,747 representative funds | Q3 of 7,537 representative funds |
| Ongoing charge (OCF) | ||
| Fund size, GBPLargest in bold | £15.1B | £11.1B |
| Volatility, 1 year FE, as at 4 Jul 2026 | 9.2% | 13.0% |
| Sharpe ratio, 1 year FE, as at 4 Jul 2026 | 1.28 | 2.33 |
| Style | Active | Active |
| FE sector | GL Equity Global Advanced Markets | GL Equity Global |
| Share class | C · CHF | ZL · JPY |
Source: FE fundinfo, as supplied; the date shown is when FE last updated them.