Please refer to the full qualitative report for this fund for our rating.

Fund Profile: Capital Group New Perspective (AU)

Key Information

APIR codeCIM0006AU
StatusOpen
Asset classEquity World Large Blend
Responsible EntityCapital Group Investment Mgmt Ltd
Fund ManagerCapital International Inc
Investment StructureOpen end
Fund inception20 Nov 2015
Fund size $1,336,419,742
Entry / exit price (2024-03-31)$2.2362 / $2.2362
Minimum initial$25000
Distribution frequencyQuarterly

Objective

To achieve long-term capital growth by seeking to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships. Future income is a secondary objective.

What is this fund?

To provide long-term investment results exceeding those of the Benchmark.

Fees

Management Fee % PA0.75%
TCR % PA-
Entry / Exit %0.00% / 0.00%
Buy / Sell Spread %0.00 / 0.00

Style & Size

100