Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 2.84% | 5.23% | 16.48% | 14.58% | 20.49% | 19.5% | 10.48% | -% |
Growth return | 2.84% | 5.23% | 13.56% | 11.5% | 17.3% | 15.39% | 7.48% | -% |
Income return | 0% | 0% | 2.92% | 3.08% | 3.19% | 4.11% | 3% | -% |
Market index (Vanguard Intl Shares Index Hdg AUD TR)
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Total return | 0.87% | 5.67% | 9.66% | 13.17% | 16.48% | 15.02% | 12.89% | 11.13% |
Type | Description |
Capital Group New Perspective Hedged (AU) | |
Capital Group Investment Mgmt Ltd | |
CIM0008AU | |
Equity World - Currency Hedged | |
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|
Investment Fund | |
20 Nov 2015 | |
$1191.44 million (as at 15 Oct 2025) | |
$2.2823 (as at 15 Oct 2025) | |
$2.2823 (as at 15 Oct 2025) | |
Open |
Type | Description |
MER | 0.75% (as at 19 Sep 2025) |
Indirect Cost Ratio (ICR) | 0.75% (as at 30 Jun 2024) |
Performance fee (not included in ICR) | 0 |
Minimum initial investment | $25,000 |
Minimum additional investments | $5,000.00 |
Minimum redemption amount |
Holding (as at 30 Sep 2025) | Type | % of Portfolio |
Meta Platforms Inc Class A | Equity | 4.18% |
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The objective of the Capital Group New Perspective Hedged (AU) managed fund is To achieve long-term capital growth by seeking to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships, while limiting exposure to currencies other than A$ through passive hedging. Future income is a secondary objective.
The strategy of the Capital Group New Perspective Hedged (AU) managed fund is To provide long-term investment results exceeding those of the Benchmark.
The APIR code of the Capital Group New Perspective Hedged (AU) managed fund is CIM0008AU.
Capital Group New Perspective Hedged (AU)’s total return last month was 2.84%. This was made up of a growth return of 2.84% and an income return of 0%. These returns were calculated as at 30 Sep 2025.
Capital Group New Perspective Hedged (AU)’s total return for the last three months was 5.23%. This was made up of a growth return of 5.23% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.
Capital Group New Perspective Hedged (AU)’s one-year total return is 14.58%. This was made up of a growth return of 11.5% and an income return of 3.08%. These returns were calculated as at 30 Sep 2025.
Capital Group New Perspective Hedged (AU)’s one-year total return is 19.5%. This was made up of a growth return of 15.39% and an income return of 4.11%. These returns were calculated as at 30 Sep 2025.
The asset allocation of the Capital Group New Perspective Hedged (AU) managed fund is :
The Responsible Entity for the Capital Group New Perspective Hedged (AU) managed fund is Capital Group Investment Mgmt Ltd.
The Capital Group New Perspective Hedged (AU) managed fund belongs to the Equity World - Currency Hedged sector/asset class.
As at 15 Oct 2025, the size of the Capital Group New Perspective Hedged (AU) managed fund was $1191.44 million.
The Capital Group New Perspective Hedged (AU) managed fund has an inception date of 20 Nov 2015.
The current entry price of the Capital Group New Perspective Hedged (AU) managed fund is $2.2823 per unit and the current exit price is $2.2823 per unit (as at 15 Oct 2025).
The current exit price of the Capital Group New Perspective Hedged (AU) managed fund is $2.2823 per unit and the current entry price is $2.2823 per unit (as at 15 Oct 2025).
The minimum initial investment amount for the Capital Group New Perspective Hedged (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.