Capital Group Capital Income Builder (LUX) ZLRegistrer deg for å få tilgang til rangeringer |
Avkastningshistorikk | 31.03.2024 |
Vekst av 1 000 (NOK) | Mer detaljert graf |
Fond | - | 17,9 | 3,2 | 11,6 | 10,7 | |
+/- Kat | - | 2,8 | 7,9 | -4,2 | -1,8 | |
+/- Idx | - | 1,0 | 8,9 | -10,5 | -2,8 | |
Kategori: Kombinasjonsfond, USD Aggressiv | ||||||
Referanseindekser: Morningstar EAA USD Agg Tgt... |
Statistikk | ||
NAV 23.04.2024 | USD 12,98 | |
Endring 1 dag | 0,00% | |
Morningstar Kategori™ | Kombinasjonsfond, USD Aggressiv | |
ISIN | LU2099822426 | |
Fondets størrelse(m) 23.04.2024 | USD 506,87 | |
Andelskl. kapital(m) 23.04.2024 | USD 1,43 | |
Maks kjøpsavg | 5,25% | |
Løpende kostnader 15.04.2024 | 0,70% |
Morningstar Research |
Analyst Report | 19.05.2023 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) ZL |
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 30.01.2020 |
Annonse |
Referanseindekser | |
Fondets referanseindeks | Morningstar referanseindeks |
70% MSCI ACWI NR EUR , 30% Bloomberg US Agg Bond TR EUR | Morningstar EAA USD Agg Tgt Alloc NR USD |
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Porteføljeprofil Capital Group Capital Income Builder (LUX) ZL | 31.03.2024 |
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