New Capital US Future Leaders Fund USD Ord Acc header image

New Capital US Future Leaders Fund USD Ord Acc

Fund

ISIN IE00BF2SJ548 / Valor 42819243

NAV (2025-03-12)
USD 171.51+1.15%

New Capital US Future Leaders Fund USD Ord Acc
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General Objective

The fund aims to achieve capital appreciation through investment in a portfolio of equity securities listed or traded on Recognised Markets in the United States.

Fund Exposure

The fund is primarily exposed to equity securities issued by companies listed on US markets such as the NASDAQ, the New York Stock Exchange, and others. It focuses on sectors like Information Technology, Health Care, Industrials, Consumer Discretionary, and Communication Services.

Risks

Investors should be aware that the value of their investments in the fund may fluctuate due to market and currency fluctuations. Past performance is not necessarily indicative of future results, and there is a risk of not getting back the full amount invested.

Content summarized by AI chatbot
Source

https://www.newcapital.com/products/fund-commentaries/US-Future-Leaders-Fund.html

Tags:
us equities s&p 500 capital appreciation

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OTHER SHARE CLASSES OF THIS FUND

New Capital US Future Leaders Fund USD Inst Acc
New Capital US Future Leaders Fund USD Inst Acc New Capital US Future Leaders Fund USD Inst Acc Valor: 42819350
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Annual Return

-50%0%+50%

Risk level

110
1.16%USD 180.19
New Capital US Future Leaders Fund CHF O Acc
New Capital US Future Leaders Fund CHF O Acc New Capital US Future Leaders Fund CHF O Acc Valor: 42819418
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Annual Return

-50%0%+50%

Risk level

110
1.14%CHF 102.88
New Capital US Future Leaders Fund USD Seeder Acc
New Capital US Future Leaders Fund USD Seeder Acc New Capital US Future Leaders Fund USD Seeder Acc Valor: 42819360
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Annual Return

-50%0%+50%

Risk level

110
1.15%USD 181.98
New Capital US Future Leaders Fund GBP UnHedged Acc
New Capital US Future Leaders Fund GBP UnHedged Acc New Capital US Future Leaders Fund GBP UnHedged Acc Valor: 42819381
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Annual Return

-50%0%+50%

Risk level

110
0.99%GBP 179.42
New Capital US Future Leaders Fund EUR Ord Acc
New Capital US Future Leaders Fund EUR Ord Acc New Capital US Future Leaders Fund EUR Ord Acc Valor: 42819386
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Annual Return

-50%0%+50%

Risk level

110
1.14%EUR 141.75
New Capital US Future Leaders Fund USD N Acc
New Capital US Future Leaders Fund USD N Acc New Capital US Future Leaders Fund USD N Acc Valor: 48343193
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Annual Return

-50%0%+50%

Risk level

110
1.15%USD 151.78
New Capital US Future Leaders Fund USD A Acc
New Capital US Future Leaders Fund USD A Acc New Capital US Future Leaders Fund USD A Acc Valor: 48343192
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Annual Return

-50%0%+50%

Risk level

110
1.15%USD 166.87
New Capital US Future Leaders Fund USD X Acc
New Capital US Future Leaders Fund USD X Acc New Capital US Future Leaders Fund USD X Acc Valor: 42819373
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Annual Return

-50%0%+50%

Risk level

110
1.16%USD 183.04
New Capital US Future Leaders Fund GBP Acc
New Capital US Future Leaders Fund GBP Acc New Capital US Future Leaders Fund GBP Acc Valor: 42819379
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Annual Return

-50%0%+50%

Risk level

110
1.15%GBP 153.55