Capital Group Global Allocation Fund (LUX) A4Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/08 | ||||
Price Return | 8.72 | 11.93 | -3.31 | 3.02 | 7.80 | |||
+/- Category | 4.54 | 3.64 | 0.03 | -1.09 | 3.42 | |||
+/- Category Index | - | 3.41 | -0.76 | -4.37 | 2.08 | |||
% Rank in Category | 18 | 16 | 48 | 65 | 7 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.16 | -0.26 | -0.38 |
1 Week | -0.42 | -0.29 | -0.58 |
1 Month | -0.16 | -0.67 | -0.75 |
3 Months | 0.04 | 1.15 | 0.54 |
6 Months | 1.71 | 1.55 | 1.01 |
YTD | 6.54 | 2.20 | 1.04 |
1 Year | 12.14 | 4.79 | 3.25 |
3 Years Annualised | 3.56 | 0.89 | -0.67 |
5 Years Annualised | 4.87 | 2.05 | 0.48 |
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 | 4.95 | 1.35 | - | - |
2023 | -0.28 | -0.59 | -1.56 | 5.57 |
2022 | -2.90 | -3.28 | 1.72 | 1.22 |
2021 | 0.21 | 4.65 | 1.33 | 5.34 |
2020 | -4.64 | 10.90 | 0.43 | 2.37 |
2019 | - | 5.71 | 3.94 | -2.01 |
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