Capital Group Capital Income Builder (LUX) Bh-GBPS'inscrire pour voir les notations |
Performance du fonds | 30/04/2024 |
Base 1000 (EUR) | Graphique Avancé |
Fonds | - | 20,1 | -15,0 | 8,9 | 1,5 | |
+/-Cat | - | 1,7 | -0,1 | -2,1 | -3,5 | |
+/-Ind | - | 0,5 | -2,7 | -4,4 | -3,9 | |
Catégorie: Allocation GBP 60-80% Actions | ||||||
Benchmark: Morningstar UK Mod Adv Tgt ... |
Vue d’Ensemble | ||
VL 16/05/2024 | GBP 10,00 | |
Évolution jour | -0,07% | |
Catégorie Morningstar | Allocation GBP 60-80% Actions | |
ISIN | LU2178556671 | |
Actif du fonds (Mil) 16/05/2024 | USD 524,34 | |
Actif de la part (Mil) 16/05/2024 | GBP 5,75 | |
Frais de souscription max | 5,25% | |
Frais courants 15/04/2024 | 1,70% | |
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) Bh-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 19/05/2020 |
Publicité |
Benchmark | |
Benchmark du fonds | Benchmark de la catégorie Morningstar |
70% MSCI ACWI NR EUR , 30% Bloomberg US Agg Bond TR EUR | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Que détient ce fonds ? Capital Group Capital Income Builder (LUX) Bh-GBP | 30/04/2024 |
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