Capital Group Capital Income Builder (LUX) Zd (GBP)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -0.9 | 15.4 | 3.2 | 2.4 | 7.3 |
![]() | +/-Cat | -6.8 | 2.6 | 7.2 | -3.6 | 0.3 |
![]() | +/-B’mrk | - | 0.9 | 8.2 | -9.4 | -2.1 |
Category: USD Aggressive Allocation | ||||||
Category Benchmark: Morningstar EAA USD Agg Tgt... |
Key Stats | ||
NAV 13/08/2024 | GBP 9.22 | |
Day Change | 0.33% | |
Morningstar Category™ | USD Aggressive Allocation | |
IA (formerly IMA) Sector | Specialist | |
ISIN | LU1820812300 | |
Fund Size (Mil) 14/08/2024 | USD 532.88 | |
Share Class Size (Mil) 14/08/2024 | USD 11.36 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 26/01/2024 | 0.90% |
Morningstar Research |
Analyst Report | 15/05/2024 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.... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 25 |
Process | 24 |
Performance | |
Price |
Investment Objective: Capital Group Capital Income Builder (LUX) Zd (GBP) |
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. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Philip Winston 21/09/2018 | ||
James Lovelace 21/09/2018 | ||
Click here to see others | ||
Inception Date 21/09/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
30% Bloomberg US Agg Bond TR USD , 70% MSCI ACWI NR USD | Morningstar EAA USD Agg Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Capital Group Capital Income Builder (LUX) Zd (GBP) | 30/06/2024 |
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