Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

American Funds New Perspective Fund;A

Ranked 607 out of 3178 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Isabelle de Wismes

As a portfolio manager at Capital Group, Isabelle de Wismes is keen to conduct thorough research when stock-picking, meeting with a company’s management and learning about its industry to seek out those that have evidence of competitive advantages and the ability to sustain them. With over 29 years investment experience, de Wismes has previously worked as a senior investment analyst at Compagnie Financière S.G. Warburg, as well as an analyst at Compagnie Financière de Paribas in Paris. She is a member of the French Federation of Financial Analysts Society and is currently based in London.

Robert W. Lovelace

Steven Watson

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 : 31/07/2016 - 31/07/2017
  • Rank 607/3178 Total Return
  • Rank 1815/3178 Standard Deviation
  • Rank 1324/3178 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 9.5% 6.8%
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 size40,187Mn
  • Base currencyUSD
  • ISIN US6480181097

Purchase Info

  • Min. initial investment250
  • Min. regular additional investment50

Charges

  • Annual management0.38%
  • Initial investment0

Related News

$1.4trn AM giant: how we’re tackling the diversity divide

Capital Group says there is still major work to do, but several initiatives are already in place.

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