Capital Group Capital Income Builder (LUX) Bfydm (HKD)Register to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | -0.1 | 4.2 | |
+/-Cat | - | - | - | -6.1 | -2.2 | |
+/-B’mrk | - | - | - | -11.9 | -5.2 | |
Category: USD Aggressive Allocation | ||||||
Category Benchmark: Morningstar EAA USD Agg Tgt... |
Key Stats | ||
NAV 27/09/2024 | HKD 96.64 | |
Day Change | -0.09% | |
Morningstar Category™ | USD Aggressive Allocation | |
ISIN | LU2521040118 | |
Fund Size (Mil) 27/09/2024 | USD 482.57 | |
Share Class Size (Mil) 27/09/2024 | USD 0.71 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 31/07/2024 | 1.65% |
Investment Objective: Capital Group Capital Income Builder (LUX) Bfydm (HKD) |
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 03/10/2022 |
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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) Bfydm (HKD) | 31/08/2024 |
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