Capital Group Global Allocation Fund (LUX) Z (GBP)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 | 7.91 | -0.78 | 13.84 | 8.15 | 11.81 | -4.05 | 3.21 | 7.44 |
+/- Category | 6.08 | 0.02 | 3.39 | 3.97 | 3.52 | -0.72 | -0.90 | 3.06 |
+/- Category Index | - | - | - | - | 3.29 | -1.51 | -4.18 | 1.72 |
% Rank in Category | 10 | 49 | 14 | 21 | 19 | 52 | 64 | 8 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | 0.07 | -0.06 |
1 Week | 0.22 | 0.35 | 0.05 |
1 Month | 0.27 | -0.24 | -0.32 |
3 Months | 0.49 | 1.59 | 0.98 |
6 Months | 1.93 | 1.77 | 1.23 |
YTD | 6.69 | 2.35 | 1.19 |
1 Year | 12.39 | 5.05 | 3.51 |
3 Years Annualised | 3.37 | 0.70 | -0.86 |
5 Years Annualised | 4.56 | 1.75 | 0.17 |
10 Years Annualised | 7.79 | 1.93 | 0.16 |
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 | 4.79 | 1.32 | - | - |
2023 | 0.18 | -0.71 | -1.68 | 5.54 |
2022 | -3.14 | -3.13 | 1.28 | 0.96 |
2021 | -0.06 | 4.73 | 1.65 | 5.10 |
2020 | -4.35 | 10.04 | 0.59 | 2.15 |
2019 | 6.05 | 5.63 | 3.86 | -2.16 |
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