Capital Group Global Corporate Bond Fund (LUX) Zh-EURRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 15.3 | -8.5 | -11.6 | 3.9 | -0.4 | |
+/-Cat | 3.4 | -0.8 | -0.9 | -0.1 | -0.2 | |
+/-B’mrk | 2.8 | -0.5 | 0.4 | 0.0 | 0.4 | |
Category: Global Corporate Bond - EUR Hedged | ||||||
Category Benchmark: Morningstar Gbl Corp Bd GR ... |
Key Stats | ||
NAV 21/11/2024 | EUR 9.70 | |
Day Change | 0.18% | |
Morningstar Category™ | Global Corporate Bond - EUR Hedged | |
ISIN | LU1998163817 | |
Fund Size (Mil) 21/11/2024 | USD 3086.06 | |
Share Class Size (Mil) 21/11/2024 | EUR 1.31 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 11/11/2024 | 0.60% |
Morningstar Research |
Analyst Report | 02/06/2024 Shannon Kirwin, Associate Director Morningstar, Inc |
Capital Group Global Corporate Bond’s unique strategy boasts a unique process and strong track record. An October 2020 change at the helm means a new head of the team is still getting settled, but at the right price this strategy is a compelling... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 25 |
Process | 24 |
Performance | |
Price |
Investment Objective: Capital Group Global Corporate Bond Fund (LUX) Zh-EUR |
The fund seeks to provide, over the long term, a high level of total return consistent with capital preservation and prudent risk management. The Fund invests worldwide primarily in corporate Investment Grade Bonds. These Bonds will be Investment Grade at the time of purchase. These are usually listed or traded on other Regulated Markets. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Damir Bettini 01/10/2020 | ||
Inception Date 18/06/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg Gbl Agg Corp 0901 TR Hdg USD | Morningstar Gbl Corp Bd GR Hdg EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Capital Group Global Corporate Bond Fund (LUX) Zh-EUR | 31/10/2024 |
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