Capital Group Capital Income Builder (LUX) Bdh-GBPRekisteröidy nähdäksesi ratingit |
Rahaston kehitys | 31.03.2024 |
1000 euron arvon kehitys (EUR) | Tarkempi kaavio |
Rahasto | -5,5 | 20,3 | -15,0 | 8,8 | 4,7 | |
+/- Luokka | -5,1 | 1,8 | -0,1 | -2,2 | -1,0 | |
+/- Ind. | -4,4 | 0,6 | -2,8 | -4,5 | -1,9 | |
Luokka: Yhdistelmä 60-80 % osakkeet, GBP | ||||||
Luokan vertailuindeksi: Morningstar UK Mod Adv Tgt ... |
Yleiskatsaus | ||
Osuuden arvo 17.04.2024 | GBP 7,82 | |
1 pv muutos | 0,28% | |
Morningstar rahastoluokka™ | Yhdistelmä 60-80 % osakkeet, GBP | |
ISIN | LU1820810197 | |
Rahaston koko (Mil) 17.04.2024 | USD 502,99 | |
Rahastosarjan koko (Mil) 17.04.2024 | GBP 2,67 | |
Merkintä (Max) | 5,25% | |
Juoksevat kulut 15.04.2024 | 1,70% |
Morningstarin analyysi |
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.... | |
Paina tästä lukeaksesi analyysin |
Morningstarin pilarit | |
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Tiimi | 24 |
Taustayhtiö | 25 |
Prosessi | 24 |
Tuotto | |
Hinta |
Sijoituspolitiikka: Capital Group Capital Income Builder (LUX) Bdh-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. |
Tuotto | ||||||||||||||||
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Hallinnointi | ||
Salkunhoitaja Salkunhoitajana alkaen | ||
Philip Winston 21.09.2018 | ||
James Lovelace 21.09.2018 | ||
Lisää salkunhoitajia | ||
Perustamispäivä 21.09.2018 |
Mainos |
Luokan vertailuindeksi | |
Rahaston vertailuindeksi | Morningstar-vertailuindeksi |
70% MSCI ACWI NR EUR , 30% Bloomberg US Agg Bond TR EUR | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Kohdemarkkina | ||||||||||||||||||||
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Rahastosalkun sisältö Capital Group Capital Income Builder (LUX) Bdh-GBP | 31.03.2024 |
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