Capital Group New Perspective Fund (LUX) Zh-GBP

Category Other Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£18.97

arrow-down£-0.16 (-0.84%)

Fund Code

CINPA

BYSR0T9

LU1295556960

Prices updated as at 12 Dec 2025
|
Prices in GBP
Investment objective
The Fund’s investment objective is to provide long-term growth of capital. The Fund seeks to take advantage of investment opportunities generated by changes in global trade patterns and economic and political relationships by investing in common stocks of companies located around the world, which may include Emerging Markets.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Portfolio as of 30/11/2025

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Market classification (%)

Stock style

Large core

39.49%

% Weight
Value
Core
Growth
Large

14

39

32

Medium

2

5

7

Small

0

0

0

Valuation

Capital Group New Perspective Fund (LUX) Zh-GBP
Other Equity

20.64

20.64
15.48

2.93

2.93
2.13

3.80

3.80
2.62

14.76

14.76
10.79

Growth rate

Capital Group New Perspective Fund (LUX) Zh-GBP
Other Equity

10.75%

10.75%
11.59%

1.50%

1.50%
2.16%

10.55%

10.55%
9.26%

Top 10 holdings

1
Broadcom Inc
Sector
-
Country
United States
% of assets
3.96105
2
Meta Platforms Inc Class A
Sector
-
Country
United States
% of assets
3.84123
3
Microsoft Corp
Sector
-
Country
United States
% of assets
3.5259
4
Taiwan Semiconductor Manufacturing Co Ltd
Sector
-
Country
Taiwan
% of assets
3.32997
5
Tesla Inc
Sector
-
Country
United States
% of assets
2.77338
6
NVIDIA Corp
Sector
-
Country
United States
% of assets
2.39587
7
Eli Lilly and Co
Sector
-
Country
United States
% of assets
1.69832
8
AstraZeneca PLC
Sector
-
Country
United Kingdom
% of assets
1.62075
9
Alphabet Inc Class C
Sector
-
Country
United States
% of assets
1.46319
10
Amazon.com Inc
Sector
-
Country
United States
% of assets
1.36758
Assets in top 10 holdings %

25.98%

Total no. of equity holdings

258.00

Total no. of bond holdings

-

Stock sectors

Capital Group New Perspective Fund (LUX) Zh-GBP
Other Equity

29.88%

Basic materials

3.42%
-

Con cyclical

13.12%
-

Financial svs

12.83%
-

Real estate

0.50%
-

51.53%

Comm services

11.27%
-

Energy

1.45%
-

Industrials

12.71%
-

Technology

26.10%
-

18.59%

Con defensive

4.12%
-

Healthcare

13.55%
-

Utilities

0.92%
-


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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