Capital Group Capital Income Builder (LUX) Bh-EURRegistrer deg for å få tilgang til rangeringer |
Avkastningshistorikk | 30.04.2024 |
Vekst av 1 000 (NOK) | Mer detaljert graf |
Fond | - | 7,5 | -7,0 | 11,7 | 5,2 | |
+/- Kat | - | -3,6 | 3,3 | -6,6 | -5,2 | |
+/- Idx | - | -8,7 | 0,6 | -11,1 | -6,7 | |
Kategori: Kombinasjonsfond, EUR Aggressiv - Global | ||||||
Referanseindekser: Morningstar EU Agg Gbl Tgt ... |
Statistikk | ||
NAV 17.05.2024 | EUR 10,43 | |
Endring 1 dag | -0,23% | |
Morningstar Kategori™ | Kombinasjonsfond, EUR Aggressiv - Global | |
ISIN | LU2181461638 | |
Fondets størrelse(m) 17.05.2024 | USD 523,84 | |
Andelskl. kapital(m) 17.05.2024 | EUR 2,15 | |
Maks kjøpsavg | 5,25% | |
Løpende kostnader 15.04.2024 | 1,70% |
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.... | |
Klikk her for å lese analyserapporten |
Morningstars pillarer | |
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Personer | 24 |
Forvaltningsselskap | 25 |
Prosess | 24 |
Resultater | |
Kostnader |
Investeringsprofil: Capital Group Capital Income Builder (LUX) Bh-EUR |
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. |
Avkastning | |||||||||||||
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Forvaltning | ||
Navn på forvalter Forvaltet siden | ||
Philip Winston 21.09.2018 | ||
James Lovelace 21.09.2018 | ||
Klikk for å se flere | ||
Startdato 04.06.2020 |
Annonse |
Referanseindekser | |
Fondets referanseindeks | Morningstar referanseindeks |
70% MSCI ACWI NR EUR , 30% Bloomberg US Agg Bond TR EUR | Morningstar EU Agg Gbl Tgt Alloc NR EUR |
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Porteføljeprofil Capital Group Capital Income Builder (LUX) Bh-EUR | 30.04.2024 |
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