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

Fund Profile: Capital Group New Perspective Hdg (AU)

Key Information

APIR codeCIM0008AU
StatusOpen
Asset classEquity World - Currency Hedged
Responsible EntityCapital Group Investment Mgmt Ltd
Fund ManagerCapital International Inc
Product typeRetail
Legal typeOpen end
Fund inception20 Nov 2015
Fund size $610,927,224
Entry / exit price (2021-11-30)$2.1050 / $2.1050
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, while limiting exposure to currencies other than A$ through passive hedging. Future income is a secondary objective.

What is this fund?

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

Fees

Management Fee % PA0.95%
TCR % PA0.95%
Entry / Exit %0.00% / 0.00%
Buy / Sell Spread %0.00 / 0.00

Style & Size

100