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American Funds New Perspective Fund;A

Ranked 570 out of 3198 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 : 30/09/2016 - 30/09/2017
  • Rank 570/3198 Total Return
  • Rank 1621/3198 Standard Deviation
  • Rank 1460/3198 Max Drawdown

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 size40,545Mn
  • 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).