Important risk disclosure

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LU1295556887

Capital Group New Perspective Fund EUR-Hedged(LU1295556887)

Equities
Global
EUR Cash
Accumulating

Invest with

EUR Cash

Payout type

Accumulating

Risk rating

About this fund

Description

The Fund's investment objective is to achieve long-term growth of capital by investing in common stocks of companies located around the world, which may include emerging markets.

Key information

Annual report

Key fact sheet

Prospectus

Factsheet

Our perspective

Why we think this fund is best-in-class

Product

Provides broad exposure to over 200 multinational companies across varying market capitalizations and global economic sectors. Utilizes a differentiated multi-manager structure where total portfolio assets are divided into ten distinct sleeves. Features nine portfolios managed by individual portfolio managers with diverse investment styles and one research-led portfolio.

People

Managed by a tenured team of 10 portfolio managers with an average of 30 years of industry experience. Benefits from the stability of a management team averaging 25 years of service with Capital Group. Leverages a comprehensive global research network to provide deep fundamental insights across all investment sleeves.

Performance

Targets consistent outperformance relative to the benchmark on both an absolute and risk-adjusted basis over long-term horizons. Aims to deliver repeatable alpha by leveraging a multi-style approach to navigate different market environments. Focuses on long-term capital appreciation driven by secular growth themes rather than short-term market fluctuations.

Process

Employs a fundamental, bottom-up investment framework to identify companies at the forefront of transformational global shifts. Focuses on identifying beneficiaries of multi-generational secular changes and evolving global trade patterns. Combines multiple distinct investment styles within a single portfolio to achieve a diversified growth profile. Maintains a robust research-driven portfolio sleeve that integrates the highest-conviction ideas from the firm's global analyst pool.

Cost

Access to clean retail share class with no trailer fees to achieve the lowest possible fees

How it fits in a portfolio

Serves as a core equity allocation for investors seeking diversified exposure to high-quality global growth companies. Provides a well-managed solution for capturing long-term secular themes backed by a proven institutional track record. Should be paired with other styles to balance its inherent tilts toward growth and quality factors. Suitable for investors with a long-term horizon who can tolerate periods of volatility when value-oriented market segments lead.

Invest in this fund

Performance

Returns

NAV

Shows the total return of this accumulating fund, which includes dividends reinvested.

Total returns

Cumulative

Annualised

All Time

155.88%

YTD

-5.17%

1 month

-7.05%

6 month

-3.03%

1 year

12.74%

3 year

41.64%

5 year

31.73%

10 year

167.10%

As of Mar 2026

Distributions

This is an accumulating fund, so dividends are re-invested at the fund level.

Risk metrics

Max drawdown

-29.58%As of Mar 2026

Volatility

14.91%As of Mar 2026

Calendar returns

Year	Total	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2026	-	1.7%	0.3%	-7.1%	-	-	-	-	-	-	-	-	-
2025	14.5%	4.2%	-1.2%	-6.4%	0.5%	6.6%	3.4%	1.3%	0.7%	2.8%	2.7%	-0.7%	0.3%
2024	17.5%	1.0%	5.1%	2.5%	-2.9%	3.5%	2.7%	-0.4%	2.2%	1.5%	-1.8%	4.0%	-0.9%
2023	21.2%	7.5%	-1.2%	2.8%	0.5%	0.2%	4.9%	2.4%	-2.1%	-4.0%	-3.3%	7.8%	4.7%
2022	-26.3%	-7.8%	-4.6%	3.3%	-8.9%	-2.0%	-8.4%	8.6%	-4.3%	-8.4%	4.0%	7.1%	-6.3%
Load more		5 of 12

Top Exposures

Holdings

Regions

Sectors

Taiwan Semiconductor Manufacturing Co Ltd	4.15%
Meta Platforms Inc Class A	3.69%
NVIDIA Corp	3.02%
Broadcom Inc	2.88%
Microsoft Corp	2.63%
Tesla Inc	2.59%
AstraZeneca PLC	2.06%
TotalEnergies SE	1.63%
Eli Lilly and Co	1.50%
Alphabet Inc Class C	1.43%

Top exposures represent up to 15 of the fund's largest exposures for each category. Allocation percentages may not sum up to 100% and can include negative values due to rounding or trading activities by the underlying fund managers, including short positions.

Fund fees

0.84% p.a.

Fund facts

ISIN

LU1295556887

Fund house

Capital Group

Fund size

€17.5B

As of 22 Apr 2026

Fund inception date

30 Oct 2015

Fund class currency

EUR

Fund share class

Zh-EUR

Oldest share inception date

02 Dec 2015

Pricing frequency

Daily

Warning statements

All investments involve risks (including the possibility of loss of the capital invested) and the price of fund units may go up as well as down.
Past performance is not indicative of future performance.
Although this fund has been authorised by the Hong Kong Securities and Futures Commission (“SFC”), it does not imply an official recommendation or endorsement by the SFC nor does it guarantee the commercial merits of the fund or its performance.
If you are in any doubt, you should clarify with us or seek independent professional advice.

Risk Warnings Investment involves risk. Past performance is not an indicator nor a guarantee of future performance or returns. Projected performance or returns are not guaranteed to materialise. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.

The value of the fund can be volatile and can go down substantially within a short period of time. It is possible that a certain amount or all of your investment could be lost.

Generic risk warnings relating to collective investment schemes

Funds are not a bank deposit and not capital guaranteed, and is subject to investment risks, including the possible loss of the principal amount invested. There is no assurance that a fund will have sufficient liquidity to meet redemption requests and that the fund's investment objectives and strategies will be achieved.

The funds' investment may involve substantial market, currency, volatility, liquidity, regulatory and political risks. Some funds may use derivatives, whether for hedging or for investment purposes. The risks associated with derivatives include counterparty/credit, liquidity, valuation, volatility and market risks. The fund's volatility may increase or decrease from its derivative usage and such fund may suffer losses from its derivative usage. Do not invest in these funds unless you fully understand and are willing to assume the risks associated with them.

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