Capital Group Global Allocation Fund (LUX) CRegister 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 | 8.14 | 0.03 | 14.92 | 9.13 | 12.30 | -2.94 | 3.87 | 8.00 |
+/- Category | 6.31 | 0.82 | 4.47 | 4.94 | 4.00 | 0.40 | -0.24 | 3.62 |
+/- Category Index | - | - | - | - | 3.77 | -0.39 | -3.52 | 2.28 |
% Rank in Category | 9 | 40 | 9 | 16 | 15 | 44 | 53 | 7 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | -0.10 | -0.22 |
1 Week | 0.04 | 0.17 | -0.12 |
1 Month | 0.15 | -0.35 | -0.44 |
3 Months | 0.59 | 1.70 | 1.09 |
6 Months | 2.21 | 2.05 | 1.51 |
YTD | 7.14 | 2.80 | 1.64 |
1 Year | 13.10 | 5.75 | 4.21 |
3 Years Annualised | 4.15 | 1.48 | -0.07 |
5 Years Annualised | 5.39 | 2.57 | 1.00 |
10 Years Annualised | 8.57 | 2.72 | 0.94 |
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 | 4.97 | 1.59 | - | - |
2023 | 0.11 | -0.58 | -1.29 | 5.72 |
2022 | -2.49 | -3.27 | 1.49 | 1.40 |
2021 | 0.07 | 4.93 | 1.71 | 5.15 |
2020 | -4.56 | 10.90 | 0.35 | 2.75 |
2019 | 6.40 | 5.69 | 4.01 | -1.75 |
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