Capital Group Capital Income Builder (LUX) ZLdRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 15.5 | 4.1 | 2.1 | 7.6 |
![]() | +/-Cat | - | 2.7 | 8.0 | -3.9 | 0.6 |
![]() | +/-B’mrk | - | 0.9 | 9.0 | -9.7 | -1.9 |
Category: USD Aggressive Allocation | ||||||
Category Benchmark: Morningstar EAA USD Agg Tgt... |
Key Stats | ||
NAV 14/08/2024 | USD 12.32 | |
Day Change | 0.16% | |
Morningstar Category™ | USD Aggressive Allocation | |
ISIN | LU2099027372 | |
Fund Size (Mil) 14/08/2024 | USD 532.88 | |
Share Class Size (Mil) 14/08/2024 | USD 7.04 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 26/01/2024 | 0.68% |
Morningstar Research |
Analyst Report | 15/05/2024 Greg Carlson, Senior Analyst Morningstar, Inc |
Impressive equity and fixed-income cohorts support Capital Group Capital Income Builder and contribute to its compelling long-term prospects. This UCITS fund was launched in September 2018 and follows the same income-oriented approach as its U.S.... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 25 |
Process | 24 |
Performance | |
Price |
Investment Objective: Capital Group Capital Income Builder (LUX) ZLd |
To provide a level of current income that exceeds the average yield on U.S. stocks generally and to provide a growing stream of income over the years, expressed in USD, as the Fund’s primary objectives. The Fund’s secondary objective is to provide growth of capital. The Fund invests primarily in a broad range of income-producing securities, including common stocks and bonds. The Fund may also invest significantly in common stocks, bonds and other securities of issuers domiciled outside the United States. |
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Management | ||
Manager Name Start Date | ||
Philip Winston 21/09/2018 | ||
James Lovelace 21/09/2018 | ||
Click here to see others | ||
Inception Date 24/01/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
30% Bloomberg US Agg Bond TR USD , 70% MSCI ACWI NR USD | Morningstar EAA USD Agg Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Capital Group Capital Income Builder (LUX) ZLd | 30/06/2024 |
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