Capital Group Global Allocation Fund (LUX) A7Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |||
Price Return | 14.26 | 8.57 | 12.32 | -3.71 | 3.68 | 7.66 | ||
+/- Category | 3.82 | 4.39 | 4.02 | -0.37 | -0.43 | 3.28 | ||
+/- Category Index | - | - | 3.79 | -1.17 | -3.71 | 1.94 | ||
% Rank in Category | 13 | 19 | 15 | 53 | 56 | 7 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.11 | 0.01 | -0.12 |
1 Week | 0.21 | 0.34 | 0.05 |
1 Month | 0.26 | -0.24 | -0.33 |
3 Months | 0.53 | 1.63 | 1.02 |
6 Months | 2.10 | 1.94 | 1.40 |
YTD | 6.93 | 2.59 | 1.43 |
1 Year | 12.84 | 5.49 | 3.95 |
3 Years Annualised | 3.78 | 1.11 | -0.44 |
5 Years Annualised | 4.99 | 2.17 | 0.60 |
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 | 4.85 | 1.45 | - | - |
2023 | 0.29 | -0.58 | -1.64 | 5.72 |
2022 | -3.09 | -3.02 | 1.38 | 1.06 |
2021 | 0.06 | 4.80 | 1.75 | 5.27 |
2020 | -4.32 | 10.25 | 0.65 | 2.26 |
2019 | 6.11 | 5.69 | 4.05 | -2.08 |
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