Capital Group Global Allocation Fund (LUX) C (JPY)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 8.03 | 0.15 | 14.70 | 9.04 | 12.48 | -3.16 | 4.07 | 8.34 |
+/- Category | 6.20 | 0.94 | 4.25 | 4.85 | 4.19 | 0.18 | -0.04 | 3.95 |
+/- Category Index | - | - | - | - | 3.96 | -0.61 | -3.32 | 2.61 |
% Rank in Category | 9 | 40 | 9 | 16 | 15 | 44 | 53 | 7 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.62 | -0.72 | -0.84 |
1 Week | -0.41 | -0.28 | -0.57 |
1 Month | -0.42 | -0.92 | -1.01 |
3 Months | -0.10 | 1.00 | 0.39 |
6 Months | 1.59 | 1.43 | 0.89 |
YTD | 6.52 | 2.18 | 1.03 |
1 Year | 12.36 | 5.01 | 3.47 |
3 Years Annualised | 3.95 | 1.28 | -0.28 |
5 Years Annualised | 5.31 | 2.49 | 0.92 |
10 Years Annualised | 8.51 | 2.66 | 0.88 |
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 | 4.91 | 1.62 | - | - |
2023 | -0.07 | -0.32 | -1.14 | 5.68 |
2022 | -2.74 | -2.94 | 1.40 | 1.16 |
2021 | 0.25 | 4.99 | 1.31 | 5.50 |
2020 | -4.40 | 10.95 | 0.13 | 2.67 |
2019 | 6.35 | 5.60 | 4.07 | -1.86 |
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