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
Investment StructureOpen end
Fund inception20 Nov 2015
Fund size $1,015,419,921
Entry / exit price (2025-02-28)$2.1280 / $2.1280
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 % PA0.75%
TCR % PA0.75%
Entry / Exit %- / -
Buy / Sell Spread %0.00 / 0.00

Style & Size

100

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