Description
Asset class |
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Equity |
Investment objective |
The Fund aims to achieve long-term growth of capital. Its portfolio invests in common stocks of companies located around the world, which may include Emerging Markets. |
Countries registered |
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Australia, New Zealand |
Domicile |
Australia |
Portfolio |
Capital Group New Perspective Fund (LUX) |
Fund Facts
Fund launch date | 20 November 2015 |
Fund size | A$ 1,229.52 million |
Dealing frequency | Daily Unit prices are generally calculated each Sydney business day with the exception of days when prices for Capital Group New Perspective Fund (LUX) are unavailable due to local Luxembourg public holidays or significant market closures. |
Application/Redemption cut off time | 12pm AEST on every Valuation Date |
Distribution policy ![]() | Distributing |
Distribution frequency | Quarterly |
Index ![]() | MSCI All Country World Index with net dividends reinvested (in AUD) |
Management costs p.a. ![]() | 0.750 % |
ISIN | AU60CIM00068 |
APIR | CIM0006AU |
Investment team
Barbara BurtinLos Angeles14 years with Capital | Noriko ChenSan Francisco24 years with Capital | Patrice ColletteSingapore23 years with Capital | Brady EnrightSan Francisco26 years with Capital |
Jody JonssonLos Angeles32 years with Capital | Jonathan KnowlesSingapore31 years with Capital | Rob LovelaceLos Angeles37 years with Capital | Andraz RazenLondon18 years with Capital |
Steven WatsonHong Kong33 years with Capital | Research PortfolioResearch analysts are allocated part of the fund assets to manage |