Capital Group New Perspective (AU) - Managed Fund

Fund Objective

To provide long-term investment results exceeding those of the Benchmark.

Fund Strategy

To provide long-term investment results exceeding those of the Benchmark.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-1.98%	-3.44%	1.33%	5.62%	16.05%	18.61%	11.21%	13.58%
Growth return	-1.02%	1.57%	5.96%	4.38%	11.91%	13.16%	6.08%	9.81%
Income return	-0.96%	-5.01%	-4.63%	1.24%	4.14%	5.45%	5.13%	3.77%
Market index (MSCI World Ex Australia NR AUD)
Total return	-0.9%	2.55%	8.85%	12.53%	21.5%	22.08%	15.57%	13.23%

As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Capital Group New Perspective (AU)

International Equities: 96.48%

Cash: 0.04%

Property & Infrastructure: 0.05%

Alternatives: 3.43%

Australian Equities: 0%

Fixed Interest: 0%

Average Allocation of Peers

International Equities: 96.73%

Cash: 1.78%

Property & Infrastructure: 0.25%

Alternatives: 0.13%

Australian Equities: 1.11%

Fixed Interest: 0.01%

General Information

Fund Details

Type	Description
Fund Name	Capital Group New Perspective (AU)
Responsible Entity	Capital Group Investment Mgmt Ltd
APIR Code	CIM0006AU
Sector/Asset Class	Equity World Large Blend
Morningstar Rating	(as at 31 Dec 2025)
Legal Structure	Investment Fund
Fund Inception	20 Nov 2015
Fund Size	$1622983741 million (as at 4 Feb 2026)
Entry Price	$2.4303 (as at 29 Jan 2026)
Exit Price	$2.4303 (as at 29 Jan 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.75% (as at 19 Sep 2025)
Indirect Cost Ratio (ICR)	0.75% (as at 30 Jun 2025)
Minimum initial investment	$25,000
Minimum additional investments	$5,000.00
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025)	Type	% of Portfolio
Meta Platforms Inc Class A	Equity	3.94%
Login now to view the complete list of holdings.

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FAQs about the Capital Group New Perspective (AU)

What is the objective of the Capital Group New Perspective (AU) managed fund?

The objective of the Capital Group New Perspective (AU) managed fund is To provide long-term investment results exceeding those of the Benchmark.

What is the strategy for the Capital Group New Perspective (AU) managed fund?

The strategy of the Capital Group New Perspective (AU) managed fund is To provide long-term investment results exceeding those of the Benchmark.

What is the APIR code of the Capital Group New Perspective (AU) managed fund?

The APIR code of the Capital Group New Perspective (AU) managed fund is CIM0006AU.

What was Capital Group New Perspective (AU)’s total return last month?

Capital Group New Perspective (AU)’s total return last month was -1.98%. This was made up of a growth return of -1.02% and an income return of -0.96%. These returns were calculated as at 31 Jan 2026.

What was Capital Group New Perspective (AU)’s total return for the last three months?

Capital Group New Perspective (AU)’s total return for the last three months was -3.44%. This was made up of a growth return of 1.57% and an income return of -5.01%%. These returns were calculated as at 31 Jan 2026.

What is Capital Group New Perspective (AU)’s one-year total return?

Capital Group New Perspective (AU)’s one-year total return is 5.62%. This was made up of a growth return of 4.38% and an income return of 1.24%. These returns were calculated as at 31 Jan 2026.

What is Capital Group New Perspective (AU)’s three-year total return?

Capital Group New Perspective (AU)’s one-year total return is 18.61%. This was made up of a growth return of 13.16% and an income return of 5.45%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the Capital Group New Perspective (AU) managed fund?

The asset allocation of the Capital Group New Perspective (AU) managed fund is :

International Equities: 96.48%

Cash: 0.04%

Property & Infrastructure: 0.05%

Alternatives: 3.43%

Australian Equities: 0%

Fixed Interest: 0%

Who is the responsible Entity of the Capital Group New Perspective (AU) managed fund?

The Responsible Entity for the Capital Group New Perspective (AU) managed fund is Capital Group Investment Mgmt Ltd.

What sector/asset class does the Capital Group New Perspective (AU) managed fund belong to?

The Capital Group New Perspective (AU) managed fund belongs to the Equity World Large Blend sector/asset class.

What is the size of the Capital Group New Perspective (AU) managed fund?

As at 4 Feb 2026, the size of the Capital Group New Perspective (AU) managed fund was $1622983741 million.

What is the inception date of the Capital Group New Perspective (AU) managed fund?

The Capital Group New Perspective (AU) managed fund has an inception date of 20 Nov 2015.

What is the current entry price of the Capital Group New Perspective (AU) managed fund?

The current entry price of the Capital Group New Perspective (AU) managed fund is $2.4303 per unit and the current exit price is $2.4303 per unit (as at 29 Jan 2026).

What is the current exit price of the Capital Group New Perspective (AU) managed fund?

The current exit price of the Capital Group New Perspective (AU) managed fund is $2.4303 per unit and the current entry price is $2.4303 per unit (as at 29 Jan 2026).

What is the minimum investment amount for the Capital Group New Perspective (AU) managed fund?

The minimum initial investment amount for the Capital Group New Perspective (AU) managed fund is $25,000. Minimum additional investment is $5000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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