Capital Group Capital Income Builder (LUX) ZdRekisteröidy nähdäksesi ratingit |
Rahaston kehitys | 31.03.2024 |
1000 euron arvon kehitys (EUR) | Tarkempi kaavio |
Rahasto | -6,1 | 22,9 | -1,8 | 4,4 | 5,9 | |
+/- Luokka | -6,3 | 2,6 | 7,3 | -4,1 | -1,8 | |
+/- Ind. | - | 0,7 | 8,3 | -10,1 | -2,8 | |
Luokka: Yhdistelmä riskipitoinen, USD | ||||||
Luokan vertailuindeksi: Morningstar EAA USD Agg Tgt... |
Yleiskatsaus | ||
Osuuden arvo 23.04.2024 | USD 11,22 | |
1 pv muutos | 0,40% | |
Morningstar rahastoluokka™ | Yhdistelmä riskipitoinen, USD | |
ISIN | LU1820812565 | |
Rahaston koko (Mil) 23.04.2024 | USD 506,87 | |
Rahastosarjan koko (Mil) 23.04.2024 | USD 13,35 | |
Merkintä (Max) | 5,25% | |
Juoksevat kulut 15.04.2024 | 0,90% |
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 | |
---|---|
Tiimi | 24 |
Taustayhtiö | 25 |
Prosessi | 24 |
Tuotto | |
Hinta |
Sijoituspolitiikka: Capital Group Capital Income Builder (LUX) Zd |
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 | ||||||||||||||||
|
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 | ||||||||||||||||||||
|
Rahastosalkun sisältö Capital Group Capital Income Builder (LUX) Zd | 31.03.2024 |
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
|