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
Product typeRetail
Legal typeOpen end
Fund inception20 Nov 2015
Fund size$383,816,326.00
Entry / exit price (2019-07-31)$1.4674 / $1.4674
Minimum initial$25000
Distribution frequencyNone

PDS 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.

What this rating means?

Outstanding : Highly suitable for inclusion on APLs. The fund most often outperforms its peers and benchmark. In all cases the fund is operating to its mandate and product disclosure statement (PDS). There are no corporate governance issues. Management is extremely experienced and skilled and has access to significant resources.

Fees

Management Fee % PA0.9500
ICR % PA0.9500
Entry / Exit %0.0000/0.0000
Switching %0.0000
Buy / Sell Spread 0.00% / 0.00%