Capital Group Global Allocation Fund (LUX) Bh-EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 14.23 | -5.56 | 8.94 | 12.26 | 5.39 | -8.59 | 2.84 | 2.69 |
+/- Category | 5.61 | 0.28 | 2.71 | 4.12 | 2.76 | -0.59 | -2.97 | 0.59 |
+/- Category Index | - | - | - | 2.16 | 0.79 | -1.28 | -5.56 | -0.34 |
% Rank in Category | 5 | 46 | 23 | 15 | 25 | 54 | 86 | 35 |
Trailing Returns (GBP) | 28/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.12 | 0.00 | 0.32 |
1 Week | -0.15 | -0.29 | -0.04 |
1 Month | 1.15 | 0.68 | 0.38 |
3 Months | 0.76 | 0.30 | 0.25 |
6 Months | 3.76 | 0.98 | -0.06 |
YTD | 4.21 | 1.12 | 0.38 |
1 Year | 7.87 | -0.46 | -1.66 |
3 Years Annualised | 0.29 | 0.12 | -1.85 |
5 Years Annualised | 2.83 | 0.80 | -0.83 |
10 Years Annualised | 4.62 | 0.90 | -1.11 |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.43 | - | - | - |
2023 | 0.16 | -0.77 | -3.78 | 7.54 |
2022 | -4.64 | -6.87 | -3.45 | 6.59 |
2021 | -2.61 | 5.17 | -0.45 | 3.36 |
2020 | -6.31 | 11.91 | 2.39 | 4.57 |
2019 | 3.76 | 5.86 | 0.23 | -1.05 |
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