Capital Group Capital Income Builder (LUX) Bd (EUR)Rekisteröidy nähdäksesi ratingit |
Rahaston kehitys | 29.02.2024 |
1000 euron arvon kehitys (EUR) | Tarkempi kaavio |
Rahasto | -6,8 | 21,6 | -2,7 | 3,9 | 2,7 | |
+/- Luokka | -7,1 | 1,4 | 6,4 | -4,6 | -1,9 | |
+/- Ind. | - | -0,5 | 7,3 | -10,6 | -2,8 | |
Luokka: Yhdistelmä riskipitoinen, USD | ||||||
Luokan vertailuindeksi: Morningstar EAA USD Agg Tgt... |
Yleiskatsaus | ||
Osuuden arvo 28.03.2024 | EUR 10,70 | |
1 pv muutos | 0,47% | |
Morningstar rahastoluokka™ | Yhdistelmä riskipitoinen, USD | |
ISIN | LU1820809777 | |
Rahaston koko (Mil) 28.03.2024 | USD 536,40 | |
Rahastosarjan koko (Mil) 28.03.2024 | USD 4,89 | |
Merkintä (Max) | 5,25% | |
Juoksevat kulut 26.01.2024 | 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) Bd (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. |
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 EAA USD Agg Tgt Alloc NR USD |
Kohdemarkkina | ||||||||||||||||||||
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Rahastosalkun sisältö Capital Group Capital Income Builder (LUX) Bd (EUR) | 29.02.2024 |
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