Capital Group Global Allocation Fund (LUX) Zgd (USD)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 | 7.43 | -0.46 | 13.73 | 8.17 | 11.75 | -3.52 | 2.69 | 7.36 |
+/- Category | 5.60 | 0.33 | 3.29 | 3.99 | 3.46 | -0.18 | -1.42 | 2.98 |
+/- Category Index | - | - | - | - | 3.23 | -0.97 | -4.70 | 1.64 |
% Rank in Category | 10 | 49 | 14 | 21 | 19 | 53 | 64 | 8 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.22 | -0.32 | -0.45 |
1 Week | -0.23 | -0.10 | -0.40 |
1 Month | -0.17 | -0.67 | -0.76 |
3 Months | 0.32 | 1.42 | 0.81 |
6 Months | 1.62 | 1.46 | 0.92 |
YTD | 6.43 | 2.09 | 0.94 |
1 Year | 12.08 | 4.73 | 3.19 |
3 Years Annualised | 3.30 | 0.63 | -0.92 |
5 Years Annualised | 4.55 | 1.73 | 0.16 |
10 Years Annualised | 7.71 | 1.85 | 0.08 |
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 | 4.71 | 1.39 | - | - |
2023 | -0.55 | -0.62 | -1.59 | 5.59 |
2022 | -3.37 | -2.66 | 1.08 | 1.48 |
2021 | -0.14 | 4.90 | 1.45 | 5.17 |
2020 | -4.20 | 10.17 | 0.13 | 2.36 |
2019 | 5.85 | 5.49 | 3.91 | -1.98 |
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