Capital Group New Perspective Fund Hedged (AU)
About this Fund
|FUND MANAGER||Capital Group Investment Management|
|ASSET CLASS||GLOBAL EQUITIES|
|INVESTMENT STYLE||The Fund invests in the Capital Group New Perspective Fund (LUX), an international equities managed fund.|
|INVESTMENT PROFILE||The Fund aims to provide long-term investment results exceeding those of the Benchmark.|
|BENCHMARK||MSCI All Country World Index ex- Australia, net dividends reinvested (in AUD) hedged to AUD|
|FUND SIZE||MSCI All Country World Index ex- Australia, net dividends reinvested (in AUD) hedged to AUD|
|NO. OF HOLDINGS|
Benefits of investing in the Capital Group New Perspective Fund Hedged (AU)
Investing in the Fund offers a number of benefits, including:
An investment in the Fund may suit you if you are seeking long-term access to international equities hedged to the Australian dollar.
About the Fund
The Fund provides you access to an actively managed portfolio of international listed equities, including emerging markets, through its investment in Capital Group New Perspective Fund (LUX), a Luxembourg based open-ended collective investment scheme (SICAV) and cash.
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. Future income is a secondary objective.
The Fund aims to provide long-term investment results exceeding those of the MSCI All Country World Index, net dividend reinvested (in AUD) Hedged to AUD.
How we invest your money
The Fund provides you access to an actively managed portfolio of international listed equities, including emerging markets, through its investment in Capital Group New Perspective Fund (LUX). The Fund will also have exposure to cash.
The Capital Group New Perspective Fund (LUX) uses forward foreign exchange contracts to seek to limit exposure to currencies other than the Australian dollar. Hedging may not completely eliminate the exposure to currency movements, and there can be no guarantee that hedging strategies will yield returns that exceed those of the underlying portfolio. Investors should note that hedging may substantially limit their ability to benefit from the fall of the Australian dollar against other currencies. The cost of hedging and all gains/losses from hedging transactions are borne exclusively by the Fund.
Fund asset classes
The Fund may gain exposure to various investment markets and asset classes by investing into direct assets and/ or underlying funds managed by the Investment Manager. An investment in a related fund may impact the risk profile of the Fund as it differs from investing directly in listed securities. Any reference to assets or investments held by a Fund may include assets held by the underlying fund and not held directly.