ANALYSISDetailed information of fund IE00BGSXT619 • Real-time updated data

New Capital Asia Future Ldrs USD InstAcc

$202.34
Last Price
Invalid Date
YTD Return
-0.34%
Year to date
Last 90 Days
+4.44%
Quarterly
Base Currency
USD
Currency

Price History

Data from 2 de enero de 2019 to 12 de marzo de 2026

Basic Information

Full Name
New Capital Asia Future Ldrs USD InstAcc
Short Name
New Capital Asia Future Leaders
Region
US
Data Source
Delayed Quote

Commissions and Fees

Commission TypeValue
Management Commission0.80%
Performance CommissionN/A
Custody CommissionN/A
Ongoing Charges1.04%
Redemption CommissionN/A
Subscription CommissionN/A

Sector Distribution

SectorWeight
energy3.17%
utilities0.00%
healthcare3.73%
realestate0.80%
technology27.56%
industrials5.13%
basic materials0.00%
consumer cyclical20.37%
consumer defensive0.00%
financial services26.30%
communication services12.94%

Main Holdings

NameSymbolPercentage
Taiwan Semiconductor Manufacturing Co Ltd2330.TW9.21%
Tencent Holdings Ltd0700.HK7.87%
Alibaba Group Holding Ltd Ordinary Shares9988.HK4.07%
ICICI Bank LtdICICIBANK.NS3.72%
Samsung Electronics Co Ltd005930.KS3.54%
HDFC Bank LtdHDFCBANK.NS3.23%
DBS Group Holdings LtdD05.SI3.11%
Bharti Airtel LtdBHARTIARTL.NS3.02%
Reliance Industries LtdRELIANCE.NS2.99%
Hong Kong Exchanges and Clearing Ltd0388.HK2.73%

Asset Distribution

bond
0.06%
cash
5.68%
other
0.00%
stock
94.25%
preferred
0.00%
convertible
0.02%

Bond Characteristics

MetricValueCategory Average
DurationN/AN/A
MaturityN/AN/A
Credit QualityN/AN/A

Equity Metrics

MetricValueCategory Average
Price/EarningsN/AN/A
Price/BookN/AN/A
Price/SalesN/AN/A
Price/CashflowN/AN/A
Median Market CapN/AN/A
3 Year Earnings GrowthN/AN/A

Additional Information

Benchmark
N/A
Fund Assets
260,8M€
Class Assets
91,9M€
Start Date
19/12/2018
Fund Information
Family: EFG Asset Management (UK) Ltd
Bond Ratings
A: 0.00%
B: 0.00%
AA: 0.00%
BB: 0.00%
AAA: 0.00%
BBB: 0.00%
OTHER: 0.00%
BELOW_B: 0.00%
US_GOVERNMENT: 0.01%
Legal Notice: The information displayed is for informational purposes only and does not constitute personalized financial advice. Past returns do not guarantee future results. Consider your risk tolerance and investment objectives before making decisions.
New Capital Asia Future Ldrs USD InstAcc (IE00BGSXT619) - Detailed Analysis | The Stock Club