Capital Group Capital Income Builder (LUX) BgdRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | 3.0 | 1.2 | 4.5 |
![]() | +/-Cat | - | - | 7.0 | -4.8 | -3.2 |
![]() | +/-B’mrk | - | - | 8.0 | -10.6 | -4.5 |
Category: USD Aggressive Allocation | ||||||
Category Benchmark: Morningstar EAA USD Agg Tgt... |
Key Stats | ||
NAV 15/07/2024 | USD 11.61 | |
Day Change | -0.04% | |
Morningstar Category™ | USD Aggressive Allocation | |
ISIN | LU2327334111 | |
Fund Size (Mil) 15/07/2024 | USD 524.32 | |
Share Class Size (Mil) 15/07/2024 | USD 0.05 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 31/05/2024 | 1.65% |
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) Bgd |
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 07/04/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
70% MSCI ACWI NR EUR , 30% Bloomberg US Agg Bond TR EUR | Morningstar EAA USD Agg Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Capital Group Capital Income Builder (LUX) Bgd | 30/06/2024 |
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