Capital Group New Perspective Fund (LUX) Zh-GBP (LU1295556960)

fynup Bewertung: Gut

Qualität

Kosten

Nachhaltigkeit

In der Analyse der Fonds-Qualität liefert die fynup-ratio gute 67. Die Kosten (laufende inkl. Transaktionskosten) sind im Vergleich gering und daher mit gut bewertet. Die reine Nachhaltigkeits-Bewertung nach EDA liegt mit 66 im mittleren Bereich.

Wertentwicklung

Jährliche Performance
Laufendes Jahr (per 21.11.2024) 23,48%
2023 25,14%
2022 -29,15%
2021 27,45%
Annualisiert (per 31.12.2023)
1 Jahr 25,14%
2 Jahre -5,84%
3 Jahre 4,16%

Kosten-Steuer-Effizienz im Vergleich

Bei dieser Fonds-Kategorie kommen im Durchschnitt nur 55 % vom Gewinn bei dir an. 45 % des Gewinns gehen durch Kosten und Steuern verloren.

Mit fynup kannst du Kosten und Steuern deutlich reduzieren und deinen Gewinn – bei gleichem Risiko – auf 79 % erhöhen.

Hol dir mehr Gewinn durch weniger Kosten.

Eckdaten

Allgemeine Fondsdaten

ISIN
LU1295556960
WKN
A141PK
Währung
Pound Sterling
Ausschüttungsart
Thesaurierend
Fondsvolumen
15611.45 Mio. USD
Auflagedatum
30.10.2015
Geschäftsjahresbeginn
1. January
KAG
Capital International Management Company SARL
Domizil
Luxemburg
Depotbank
J.P. Morgan SE - Luxembourg Branch
Fondsmanager
Burtin, Chen, Collette, Enright, Higashi, Jonsson, Lovelace, Peterson, Port. Research, Razen, Watson

Fokus, Kosten und Bewertung

Kategorie
Aktien, Branchenmix
Region
Global
Investment Fokus
All Cap
Laufende Kosten
0,92%
Transaktionskosten
0,09%
Administrationsgebühr
0,15%
Maximaler Ausgabeaufschlag
5,25%
Rücknahmegebühr
0%
Depotgebühr
0,05%
Risiko-Ertrags-Profil
SRI 4
fynup-Ratio
67
Nachhaltigkeit EDA-Score
66
Nachhaltigkeit SFDR
Artikel-8-Fonds
Das Anlageziel des Fonds besteht darin, für langfristiges Kapitalwachstum zu sorgen.

So wird investiert

Anlageklassen

Länder

Branchen

Währungen

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Gleicher Fonds mit unterschiedlichen Kosten

92 Tranchen Kosten
Capital Group New Perspective Fund (LUX) Nh-EUR
ISIN
LU1481188412
WKN
A2DLNJ
2,40%
Capital Group New Perspective Fund (LUX) N EUR
ISIN
LU1481187950
WKN
A2ASZA
2,33%
Capital Group New Perspective Fund (LUX) Ngd EUR
ISIN
LU1481188099
WKN
A2DLNG
2,33%
Capital Group New Perspective Fund (LUX) N USD
ISIN
LU1356728318
WKN
A2ACW6
2,33%
Capital Group New Perspective Fund (LUX) Bh-AUD
ISIN
LU1865209396
WKN
A3C0AQ
1,79%
Capital Group New Perspective Fund (LUX) Bh-SGD
ISIN
LU1295552977
WKN
A141QL
1,79%
Capital Group New Perspective Fund (LUX) Bh-CNH
ISIN
LU2556389554
WKN
A3D3UA
1,78%
Capital Group New Perspective Fund (LUX) Bh-CHF
ISIN
LU1295552548
WKN
A141QP
1,77%
Capital Group New Perspective Fund (LUX) Bh-GBP
ISIN
LU1295552894
WKN
A141QM
1,76%
Capital Group New Perspective Fund (LUX) Bgdh-EUR
ISIN
LU2339908332
WKN
A3CV3K
1,75%
Capital Group New Perspective Fund (LUX) Bdh-EUR
ISIN
LU1746180204
WKN
A2JAYF
1,75%
Capital Group New Perspective Fund (LUX) Bh-EUR
ISIN
LU1295552621
WKN
A141QN
1,75%
Capital Group New Perspective Fund (LUX) B CHF
ISIN
LU1295551060
WKN
A141P2
1,68%
Capital Group New Perspective Fund (LUX) Bd EUR
ISIN
LU1295551730
WKN
A141QX
1,68%
Capital Group New Perspective Fund (LUX) Bd GBP
ISIN
LU1295551813
WKN
A141QW
1,68%
Capital Group New Perspective Fund (LUX) Bd USD
ISIN
LU1295552035
WKN
A141QU
1,68%
Capital Group New Perspective Fund (LUX) B EUR
ISIN
LU1295551144
WKN
A141QR
1,68%
Capital Group New Perspective Fund (LUX) B GBP
ISIN
LU1295551227
WKN
A141QT
1,68%
Capital Group New Perspective Fund (LUX) Bgd EUR
ISIN
LU1295552209
WKN
A141QS
1,68%
Capital Group New Perspective Fund (LUX) Bgd GBP
ISIN
LU1295552381
WKN
A141Q1
1,68%
Capital Group New Perspective Fund (LUX) Bgd USD
ISIN
LU1295552464
WKN
A141QQ
1,68%
Capital Group New Perspective Fund (LUX) B HKD
ISIN
LU2227625451
WKN
A3CTPP
1,68%
Capital Group New Perspective Fund (LUX) B SGD
ISIN
LU1295551490
WKN
A141QA
1,68%
Capital Group New Perspective Fund (LUX) B USD
ISIN
LU1295551573
WKN
A141QZ
1,68%
Capital Group New Perspective Fund (LUX) Zh-SGD
ISIN
LU1295557000
WKN
A141QK
1,02%
Capital Group New Perspective Fund (LUX) Zh-CHF
ISIN
LU1295556705
WKN
A141PM
1,01%
Capital Group New Perspective Fund (LUX) Zh-EUR
ISIN
LU1295556887
WKN
A141PL
0,99%
Capital Group New Perspective Fund (LUX) Zdh-EUR
ISIN
LU1715324858
WKN
A2H623
0,99%
Capital Group New Perspective Fund (LUX) Z CHF
ISIN
LU1295554759
WKN
A141N5
0,93%
Capital Group New Perspective Fund (LUX) Zd CHF
ISIN
LU1295555301
WKN
A141PZ
0,93%
Capital Group New Perspective Fund (LUX) Zd EUR
ISIN
LU1295555483
WKN
A141PY
0,93%
Capital Group New Perspective Fund (LUX) Zd GBP
ISIN
LU1295555566
WKN
A141PX
0,93%
Capital Group New Perspective Fund (LUX) Zd SGD
ISIN
LU1295555723
WKN
A141PV
0,93%
Capital Group New Perspective Fund (LUX) Zd USD
ISIN
LU1295555996
WKN
A141PU
0,93%
Capital Group New Perspective Fund (LUX) Z EUR
ISIN
LU1295554833
WKN
A141N4
0,93%
Capital Group New Perspective Fund (LUX) Z GBP
ISIN
LU1295554916
WKN
A141N3
0,93%
Capital Group New Perspective Fund (LUX) Zgd EUR
ISIN
LU1295556291
WKN
A141PS
0,93%
Capital Group New Perspective Fund (LUX) Zgd GBP
ISIN
LU1295556374
WKN
A141P0
0,93%
Capital Group New Perspective Fund (LUX) Zgd USD
ISIN
LU1295556614
WKN
A141PN
0,93%
Capital Group New Perspective Fund (LUX) Z SGD
ISIN
LU1295555137
WKN
A141N8
0,93%
Capital Group New Perspective Fund (LUX) Z USD
ISIN
LU1295555210
WKN
A141PA
0,93%
Capital Group New Perspective Fund (LUX) Ph-GBP
ISIN
LU2322252466
WKN
A3CUCK
0,89%
Capital Group New Perspective Fund (LUX) Ph-CHF
ISIN
LU2431678767
WKN
A3DCFQ
0,87%
Capital Group New Perspective Fund (LUX) Ph-EUR
ISIN
LU2133220520
WKN
A2P1TJ
0,84%
Capital Group New Perspective Fund (LUX) Pdh-EUR
ISIN
LU2578823903
WKN
A3D498
0,83%
Capital Group New Perspective Fund (LUX) Pgd USD
ISIN
LU2522683247
WKN
A3DTEJ
0,79%
Capital Group New Perspective Fund (LUX) ZLh-CHF
ISIN
LU1310447807
WKN
A142PU
0,78%
Capital Group New Perspective Fund (LUX) ZLh-GBP
ISIN
LU1310448011
WKN
A142PM
0,78%
Capital Group New Perspective Fund (LUX) ZLh-EUR
ISIN
LU1310447989
WKN
A142PV
0,77%
Capital Group New Perspective Fund (LUX) P CHF
ISIN
LU2413740767
WKN
A3DA42
0,77%
Capital Group New Perspective Fund (LUX) Pd EUR
ISIN
LU2522683163
WKN
A3DTEK
0,77%
Capital Group New Perspective Fund (LUX) Pd USD
ISIN
LU2220529395
WKN
A2QB3C
0,77%
Capital Group New Perspective Fund (LUX) P EUR
ISIN
LU2133218979
WKN
A2P1TH
0,77%
Capital Group New Perspective Fund (LUX) P GBP
ISIN
LU2322252383
WKN
A3D92B
0,77%
Capital Group New Perspective Fund (LUX) P USD
ISIN
LU2097333152
WKN
A2PXV8
0,77%
Capital Group New Perspective Fund (LUX) ZL CHF
ISIN
LU1310445850
WKN
A142PK
0,70%
Capital Group New Perspective Fund (LUX) ZLd CHF
ISIN
LU1310446403
WKN
A142PG
0,70%
Capital Group New Perspective Fund (LUX) ZLd EUR
ISIN
LU1310446585
WKN
A142PH
0,70%
Capital Group New Perspective Fund (LUX) ZLd GBP
ISIN
LU1310446668
WKN
A142PJ
0,70%
Capital Group New Perspective Fund (LUX) ZLd SGD
ISIN
LU1310446825
WKN
A142PL
0,70%
Capital Group New Perspective Fund (LUX) ZLd USD
ISIN
LU1310447047
WKN
A142PA
0,70%
Capital Group New Perspective Fund (LUX) ZL EUR
ISIN
LU1310445934
WKN
A142PB
0,70%
Capital Group New Perspective Fund (LUX) ZL GBP
ISIN
LU1310446072
WKN
A142PC
0,70%
Capital Group New Perspective Fund (LUX) ZLgd GBP
ISIN
LU1310447476
WKN
A142PQ
0,70%
Capital Group New Perspective Fund (LUX) ZLgd SGD
ISIN
LU1310447633
WKN
A142PS
0,70%
Capital Group New Perspective Fund (LUX) ZLgd USD
ISIN
LU1310447716
WKN
A142PT
0,70%
Capital Group New Perspective Fund (LUX) ZL SGD
ISIN
LU1310446239
WKN
A142PE
0,70%
Capital Group New Perspective Fund (LUX) ZL USD
ISIN
LU1310446312
WKN
A142PF
0,70%
Capital Group New Perspective Fund (LUX) A4 CHF
ISIN
LU1295543125
WKN
A141MG
0,66%
Capital Group New Perspective Fund (LUX) A4 EUR
ISIN
LU1295543398
WKN
A141MH
0,66%
Capital Group New Perspective Fund (LUX) A4 USD
ISIN
LU1295543554
WKN
A141MK
0,66%
Capital Group New Perspective Fund (LUX) A7h-EUR
ISIN
LU1295546904
WKN
A141NB
0,63%
Capital Group New Perspective Fund (LUX) A7d GBP
ISIN
LU1295546144
WKN
A141M4
0,56%
Capital Group New Perspective Fund (LUX) A7 CHF
ISIN
LU1295544958
WKN
A141MY
0,56%
Capital Group New Perspective Fund (LUX) A7 EUR
ISIN
LU1295545096
WKN
A141MZ
0,56%
Capital Group New Perspective Fund (LUX) A7 GBP
ISIN
LU1295545179
WKN
A141M0
0,56%
Capital Group New Perspective Fund (LUX) A7 USD
ISIN
LU1295545849
WKN
A141M1
0,56%
Capital Group New Perspective Fund (LUX) A9 CHF
ISIN
LU1295547209
WKN
A141NE
0,53%
Capital Group New Perspective Fund (LUX) A9 USD
ISIN
LU1295547621
WKN
A141NH
0,53%
Capital Group New Perspective Fund (LUX) A11 USD
ISIN
LU1295549593
WKN
A141QF
0,51%
Capital Group New Perspective Fund (LUX) Ch-NZD
ISIN
LU2033398285
WKN
A3C0AR
0,27%
Capital Group New Perspective Fund (LUX) Ch-CHF
ISIN
LU1573942312
WKN
A2H56R
0,21%
Capital Group New Perspective Fund (LUX) Cadh-AUD
ISIN
LU1295553942
WKN
A141PC
0,20%
Capital Group New Perspective Fund (LUX) C CHF
ISIN
LU1217769444
WKN
A141N0
0,13%
Capital Group New Perspective Fund (LUX) C EUR
ISIN
LU1217769527
WKN
A141NY
0,13%
Capital Group New Perspective Fund (LUX) C GBP
ISIN
LU1217769790
WKN
A141NU
0,13%
Capital Group New Perspective Fund (LUX) Cgd EUR
ISIN
LU2227286577
WKN
A2QDT1
0,13%
Capital Group New Perspective Fund (LUX) C NZD
ISIN
LU2029714156
WKN
A2PT5Y
0,13%
Capital Group New Perspective Fund (LUX) C USD
ISIN
LU1217769873
WKN
A141NX
0,13%
Capital Group New Perspective Fund (LUX) Cad AUD
ISIN
LU1295553868
WKN
A141PD
0,10%
Capital Group New Perspective Fund (LUX) Yd AUD
ISIN
LU2191831945
WKN
A3C0AT
0,10%
Capital Group New Perspective Fund (LUX) Ydh
ISIN
LU2189776342
WKN
A3C0AS
0,00%

Hol dir mehr Gewinn durch weniger Kosten.