Capital Group Global Allocation Fund (LUX) ZdRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
|
Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 7.52 | -0.82 | 14.14 | 8.24 | 11.45 | -3.71 | 3.06 | 7.36 |
+/- Category | 5.69 | -0.02 | 3.70 | 4.05 | 3.15 | -0.37 | -1.06 | 2.98 |
+/- Category Index | - | - | - | - | 2.92 | -1.16 | -4.34 | 1.64 |
% Rank in Category | 10 | 49 | 14 | 21 | 19 | 53 | 64 | 8 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.01 | -0.11 | -0.23 |
1 Week | 0.03 | 0.16 | -0.13 |
1 Month | 0.09 | -0.42 | -0.51 |
3 Months | 0.39 | 1.49 | 0.88 |
6 Months | 1.80 | 1.64 | 1.10 |
YTD | 6.45 | 2.10 | 0.95 |
1 Year | 12.16 | 4.82 | 3.28 |
3 Years Annualised | 3.31 | 0.64 | -0.91 |
5 Years Annualised | 4.56 | 1.74 | 0.17 |
10 Years Annualised* | 7.74 | 1.89 | 0.11 |
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 | 4.73 | 1.37 | - | - |
2023 | -0.10 | -0.82 | -1.44 | 5.53 |
2022 | -2.72 | -3.47 | 1.31 | 1.21 |
2021 | -0.10 | 4.67 | 1.54 | 4.96 |
2020 | -4.81 | 10.75 | 0.10 | 2.56 |
2019 | 6.27 | 5.52 | 3.72 | -1.86 |
|
Advertisement |