Capital Group Japan Equity Fund (LUX) ZdRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 22.2 | 2.3 | -10.1 | 6.7 | 2.7 |
![]() | +/-Cat | 10.3 | 0.0 | -2.9 | -5.4 | -3.6 |
![]() | +/-B’mrk | 11.8 | 0.0 | -4.2 | -6.7 | -4.6 |
Category: Japan Large-Cap Equity | ||||||
Category Benchmark: Morningstar Japan TME NR JPY |
Key Stats | ||
NAV 12/07/2024 | EUR 18.09 | |
Day Change | 0.45% | |
Morningstar Category™ | Japan Large-Cap Equity | |
ISIN | LU0817827099 | |
Fund Size (Mil) 12/07/2024 | JPY 15991.19 | |
Share Class Size (Mil) 12/07/2024 | EUR 2.96 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 31/05/2024 | 0.90% |
Morningstar Research |
Analyst Report | 31/05/2024 Morningstar Manager Research, Morningstar, Inc |
There has been some notable team turnover on the Capital Group Japan Equity strategy in recent years. Overall, this leads to a Morningstar Analyst Rating of Neutral across all share classes. As is the case with Capital Group funds, this strategy... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 25 |
Process | 23 |
Performance | |
Price |
Investment Objective: Capital Group Japan Equity Fund (LUX) Zd |
The Fund aims for long-term capital growth through investment primarily in listed Equity of issuers domiciled and/or having their principal place of business in Japan. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Akira Horiguchi 01/02/2008 | ||
Akira Shiraishi 01/04/2020 | ||
Click here to see others | ||
Inception Date 25/04/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
TOPIX TR JPY | Morningstar Japan TME NR JPY |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Capital Group Japan Equity Fund (LUX) Zd | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.10 |
![]() | ![]() | 3.85 |
![]() | ![]() | 3.23 |
![]() | ![]() | 3.06 |
![]() | ![]() | 2.98 |
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Capital Group Japan Equity Fund (LUX) Zd |