Capital Group Global Allocation Fund (LUX) C (GBP)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
|
Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 8.47 | 0.00 | 14.78 | 8.92 | 12.73 | -3.34 | 4.06 | 8.02 |
+/- Category | 6.64 | 0.80 | 4.34 | 4.73 | 4.44 | 0.00 | -0.05 | 3.64 |
+/- Category Index | - | - | - | - | 4.21 | -0.79 | -3.33 | 2.30 |
% Rank in Category | 9 | 40 | 9 | 16 | 15 | 44 | 53 | 7 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.10 | 0.00 | -0.13 |
1 Week | 0.20 | 0.33 | 0.04 |
1 Month | 0.30 | -0.21 | -0.29 |
3 Months | 0.65 | 1.76 | 1.14 |
6 Months | 2.29 | 2.14 | 1.60 |
YTD | 7.27 | 2.93 | 1.78 |
1 Year | 13.27 | 5.92 | 4.38 |
3 Years Annualised | 4.18 | 1.51 | -0.04 |
5 Years Annualised | 5.39 | 2.57 | 1.00 |
10 Years Annualised | 8.60 | 2.75 | 0.97 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.97 | 1.53 | - | - |
2023 | 0.39 | -0.50 | -1.50 | 5.77 |
2022 | -3.01 | -2.94 | 1.49 | 1.18 |
2021 | 0.18 | 4.84 | 1.91 | 5.33 |
2020 | -4.23 | 10.28 | 0.75 | 2.36 |
2019 | 6.22 | 5.85 | 4.11 | -1.94 |
|
Advertisement |