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American Funds New Perspective Fund;A

Ranked 326 out of 3213 in - Global over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks long-term growth of capital with future income as a secondary objective. The Fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/10/2016 - 31/10/2017
  • Rank 326/3213 Total Return
  • Rank 1657/3213 Standard Deviation
  • Rank 1080/3213 Max Drawdown
Fund Name Currency Risk
1656 MLC Wholesale Global Share USD

5.3

1657 QV Global Equity Class A USD

5.3

1657 Perspective Universal Sel 90 Tim Optim USD 1 Cap USD

5.3

1657 Intermede Global Equities Fund USD

5.3

1657 CGWM Global Equity Fund R Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

5.3

1657 Allianz Invest Progressiv T USD

5.3

1657 American Funds New Perspective Fund;A USD

5.3

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.5% 6.8% 5.4%
2016 1.9% -2.5% 0.8% 5.7% -1.9%
2015 5.3% 4.7% 0.8% -6.5% 6.8%
2014 3.2% 0.3% 3.1% -1.9% 1.7%
2013 26.8% 6.2% 1.6% 8.3% 8.5%
2012 20.8% 13.7% -4.2% 6.4% 4.1%
2011 -7.6% 4.1% 0.2% -16.7% 6.3%
2010 12.8% 2.4% -11.4% 14.1% 8.9%
2009 37.4% -7.2% 18.4% 18.6% 5.4%
2008 -37.8% -7.3% -1.8% -14.8% -19.8%
2007 16.0% 1.7% 8.5% 5.1% 0.0%
2006 19.9% 5.8% 0.4% 4.4% 8.1%
2005 11.3% -2.2% 0.2% 8.7% 4.5%
2004 14.3% 3.2% -0.3% -1.2% 12.3%
2003 36.8% -8.2% 20.0% 7.4% 15.7%
2002 -16.1% 2.1% -8.9% -18.3% 10.4%
2001 -8.3% -7.1% 4.4% -15.0% 11.3%
2000 -7.2% 6.7% -1.5% -7.3% -4.8%
1999 40.1% 6.0% 6.9% 1.2% 22.2%
1998 28.5% 15.5% 2.6% -10.2% 20.7%
1997 15.0% 2.9% 12.0% 5.0% -4.9%
1996 17.3% 4.9% 2.1% 1.9% 7.5%
1995 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date13/03/1973
  • Share Class size41,713Mn
  • Base currencyUSD
  • ISIN US6480181097

Purchase Info

  • Min. initial investment250
  • Min. regular additional investment50

Charges

  • Annual management0.38%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).