Fund Profile: Capital Group New Perspective Hdg (AU)

Key Information

APIR codeCIM0008AU
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 $206,670,630
Entry / exit price (2020-08-31)$1.6322 / $1.6322
Minimum initial$25000
Distribution frequencyQuarterly

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, 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.

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.


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