Capital Group New Perspective Fund (LUX) is an active equity fund from Capital Group, ISIN LU1356728318.
Active
Equity
Global
Fund size (GBP) £15.1B
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.
How the fund has returned, and where it ranks among peers. Returns to Sep 2026 end, GBP net total return.
+8.9%Q3
1 year return
+45.9%Q3
3 year return
+37.3%Q3
5 year return
Chart type
Compare with
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Daily NAV, percent change from the start of the range. Source: FE fundinfo.
1 month+1.1%
3 months−0.9%
Volatility, 3 years14.4%
Ongoing charge (OCF)
Fund size (GBP)£15.1B
What the fund holds
Where the money is: sectors, countries and largest holdings. As supplied by FE fundinfo, last updated 4 Oct 2026. Swipe or use the arrows for more panels.
By sector
Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 4 Oct 2026.
Information Technology31.2%
Industrials13.1%
Consumer Discretionary11.7%
See all sectorsA free account shows the full list.
By country
Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 4 Oct 2026.
North America56.7%
Europe23.9%
Emerging Markets10.4%
See all countriesA free account shows the full list.
By asset class
Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 4 Oct 2026.
North American Equities56.7%
European Equities23.9%
Global Emerging Market Equities10.4%
See all asset classesA free account shows the full list.
Largest holdings
The biggest positions, and how concentrated the fund is. As supplied by FE fundinfo, last updated 4 Oct 2026.
1. TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED4.9%
2. META PLATFORMS, INC.3.3%
3. BROADCOM CORP3.1%
4. NVIDIA CORPORATION3.1%
5. ALPHABET INC.3.0%
See all holdingsA free account shows the full list.
Macro events and this fund
Recent events linked to this fund by its country and sector exposure, and how it moved after. A measured move, not a cause.
Performance, risk and facts
Judge return, risk and cost before a client conversation. Relative return uses the chart's time range. Facts as reported by the manager.
Against its benchmark
How the fund compares with its benchmark over the same period.
Risk
How bumpy the ride has been, plus the regulatory risk rating.
Volatility, 3 years14.4%
Scale 0 to 40%
Sharpe ratio, 3 years (FE)1.05
Scale −1 to 3
Largest fall from a peak (maximum drawdown), 3 years
−19.6%
Volatility and maximum drawdown: calculated by Funds Benchmark, as at 30 Sep 2026.
Sharpe, alpha, beta: FE fundinfo, as at 4 Jul 2026.
Regulatory risk rating (SRRI)6 of 7
Fund facts
Legal and cost facts for a client note. As reported by the manager.
What an amount would have grown to over the period.
n/a
Past performance is not a reliable guide to future returns. Capital is at risk. Source: FE fundinfo. Returns are GBP net total return to month end unless stated. Headline returns to Sep 2026. Fund size is shown in GBP.
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