Capital Group Global Allocation Fund (LUX) NRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | ||
Price Return | -2.19 | 12.57 | 6.70 | 9.90 | -5.03 | 1.66 | 6.38 | |
+/- Category | -1.40 | 2.13 | 2.52 | 1.60 | -1.69 | -2.45 | 2.00 | |
+/- Category Index | - | - | - | 1.38 | -2.48 | -5.73 | 0.66 | |
% Rank in Category | 69 | 26 | 30 | 32 | 67 | 79 | 16 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.01 | -0.11 | -0.24 |
1 Week | 0.00 | 0.13 | -0.17 |
1 Month | -0.04 | -0.54 | -0.63 |
3 Months | 0.02 | 1.12 | 0.51 |
6 Months | 1.10 | 0.94 | 0.41 |
YTD | 5.37 | 1.03 | -0.12 |
1 Year | 10.64 | 3.29 | 1.75 |
3 Years Annualised | 1.90 | -0.77 | -2.32 |
5 Years Annualised | 3.11 | 0.29 | -1.28 |
10 Years Annualised | - | - | - |
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 | 4.39 | 0.99 | - | - |
2023 | -0.43 | -1.13 | -1.80 | 5.17 |
2022 | -3.00 | -3.82 | 0.93 | 0.86 |
2021 | -0.44 | 4.38 | 1.11 | 4.59 |
2020 | -5.11 | 10.35 | -0.21 | 2.12 |
2019 | 5.89 | 5.18 | 3.40 | -2.25 |
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