Capital Group Capital Income Builder (LUX) Z (GBP)S'inscrire pour voir les notations |
Performance du fonds | 30/04/2024 |
Base 1000 (EUR) | Graphique Avancé |
Fonds | -6,1 | 22,9 | -2,3 | 4,9 | 4,0 | |
+/-Cat | -6,4 | 2,7 | 6,7 | -3,6 | -2,4 | |
+/-Ind | - | 0,8 | 7,7 | -9,5 | -2,7 | |
Catégorie: Allocation USD Agressive | ||||||
Benchmark: Morningstar EAA USD Agg Tgt... |
Vue d’Ensemble | ||
VL 16/05/2024 | GBP 10,50 | |
Évolution jour | 0,03% | |
Catégorie Morningstar | Allocation USD Agressive | |
ISIN | LU1820812052 | |
Actif du fonds (Mil) 16/05/2024 | USD 524,34 | |
Actif de la part (Mil) 16/05/2024 | USD 67,84 | |
Frais de souscription max | 5,25% | |
Frais courants 15/04/2024 | 0,90% | |
PEA | non | |
PEAPME | non |
Morningstar Research |
Analyst Report | 15/05/2024 Greg Carlson, Senior Analyst Morningstar, Inc |
Impressive equity and fixed-income cohorts support Capital Group Capital Income Builder and contribute to its compelling long-term prospects. This UCITS fund was launched in September 2018 and follows the same income-oriented approach as its U.S.... | |
Cliquez ici pour lire le rapport d'analyse |
Piliers Morningstar | |
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Equipe de gestion | 24 |
Société de Gestion | 25 |
Process | 24 |
Performance | |
Frais |
Objectif d’Investissement: Capital Group Capital Income Builder (LUX) Z (GBP) |
To provide a level of current income that exceeds the average yield on U.S. stocks generally and to provide a growing stream of income over the years, expressed in USD, as the Fund’s primary objectives. The Fund’s secondary objective is to provide growth of capital. The Fund invests primarily in a broad range of income-producing securities, including common stocks and bonds. The Fund may also invest significantly in common stocks, bonds and other securities of issuers domiciled outside the United States. |
Returns | ||||||||||
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Gestion | ||
Nom du gérant Date de début | ||
Philip Winston 21/09/2018 | ||
James Lovelace 21/09/2018 | ||
Click here to see others | ||
Date de création 21/09/2018 |
Publicité |
Benchmark | |
Benchmark du fonds | Benchmark de la catégorie Morningstar |
70% MSCI ACWI NR EUR , 30% Bloomberg US Agg Bond TR EUR | Morningstar EAA USD Agg Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Que détient ce fonds ? Capital Group Capital Income Builder (LUX) Z (GBP) | 30/04/2024 |
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