Capital Group Capital Income Builder (LUX) ZLdRekisteröidy nähdäksesi ratingit |
Rahaston kehitys | 31.03.2024 |
1000 euron arvon kehitys (EUR) | Tarkempi kaavio |
Rahasto | - | 23,1 | -1,5 | 4,5 | 6,0 | |
+/- Luokka | - | 2,9 | 7,6 | -4,0 | -1,7 | |
+/- Ind. | - | 1,0 | 8,5 | -9,9 | -2,6 | |
Luokka: Yhdistelmä riskipitoinen, USD | ||||||
Luokan vertailuindeksi: Morningstar EAA USD Agg Tgt... |
Yleiskatsaus | ||
Osuuden arvo 18.04.2024 | USD 11,39 | |
1 pv muutos | -0,27% | |
Morningstar rahastoluokka™ | Yhdistelmä riskipitoinen, USD | |
ISIN | LU2099027372 | |
Rahaston koko (Mil) 18.04.2024 | USD 502,39 | |
Rahastosarjan koko (Mil) 18.04.2024 | USD 6,59 | |
Merkintä (Max) | 5,25% | |
Juoksevat kulut 15.04.2024 | 0,70% |
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) ZLd |
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 24.01.2020 |
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) ZLd | 31.03.2024 |
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