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Capital Group New Perspective Fund (lux) Zlh-chf (0P0001771I)

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22.810 +0.240    +1.06%
23/12 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 15.83B
Type:  Fund
Market:  Luxembourg
Issuer:  Capital Group
ISIN:  LU1310447807 
Asset Class:  Equity
Capital Group New Perspective Fund (LUX) ZLh CHF 22.810 +0.240 +1.06%

0P0001771I Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Capital Group New Perspective Fund (LUX) ZLh CHF (0P0001771I) fund. Our Capital Group New Perspective Fund (LUX) ZLh CHF portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 3.150 3.150 0.000
Shares 96.730 96.730 0.000
Other 0.120 0.120 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.928 16.342
Price to Book 3.516 2.722
Price to Sales 2.801 2.092
Price to Cash Flow 14.365 10.483
Dividend Yield 1.624 2.778
5 Years Earnings Growth 14.148 13.012

Sector Allocation

Name  Net % Category Average
Technology 22.510 20.011
Healthcare 16.550 12.883
Consumer Cyclical 12.600 12.526
Financial Services 12.560 19.445
Industrials 11.900 13.902
Communication Services 11.130 9.222
Basic Materials 4.320 9.101
Consumer Defensive 4.300 8.423
Energy 2.700 8.368
Utilities 0.980 5.566
Real Estate 0.450 4.457

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 255

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Meta Platforms US30303M1027 3.78 607.75 +1.32%
  Microsoft US5949181045 3.26 439.33 +0.94%
  Taiwan Semicon TW0002330008 3.23 1,080.00 0.00%
  Broadcom US11135F1012 2.79 239.68 +3.15%
  Novo Nordisk B DK0062498333 2.50 622.6 +5.67%
  NVIDIA US67066G1040 2.24 140.22 +0.39%
  Tesla US88160R1014 1.96 462.28 +7.36%
  AstraZeneca GB0009895292 1.58 10,436.0 +0.13%
  Eli Lilly US5324571083 1.51 795.67 -0.08%
  Netflix US64110L1061 1.41 932.12 +2.27%

Top Equity Funds by Capital International Management Company Sàrl

  Name Rating Total Assets YTD% 3Y% 10Y%
  Cap Group New Perspective lux C CHF 15.83B 18.93 4.21 -
  Cap Group NewPerspective lux ZL CHF 15.83B 18.31 3.62 10.80
  Cap Group NewPerspective lux A7 CHF 15.83B 18.44 3.76 -
  CapGroup NewPerspective lux ZLd CHF 15.83B 18.42 3.65 10.81
  Cap Group NewPerspective lux Bh CHF 15.83B 15.57 0.16 -
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