Capital Group AMCAP Fund (LUX) ZLdRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 23.4 | 12.8 |
![]() | +/-Cat | - | - | - | -3.3 | 0.5 |
![]() | +/-B’mrk | - | - | - | -8.6 | -4.8 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 14/08/2024 | CHF 18.59 | |
Day Change | 0.31% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | LU2568989771 | |
Fund Size (Mil) 14/08/2024 | USD 121.74 | |
Share Class Size (Mil) 14/08/2024 | CHF 0.06 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 26/01/2024 | 0.68% |
Investment Objective: Capital Group AMCAP Fund (LUX) ZLd |
The investment objective of the fund is to provide long-term growth of capital. The Fund invests primarily in equity of U.S. domiciled companies that have solid long-term growth records and the potential for good future growth. The Fund may invest up to 10% of its assets in Equity and other securities of issuers domiciled outside the United States. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Eric Stern 22/11/2019 | ||
Cheryl Frank 01/10/2020 | ||
Click here to see others | ||
Inception Date 21/12/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 NR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Capital Group AMCAP Fund (LUX) ZLd | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.86 |
![]() | ![]() | 4.20 |
![]() | ![]() | 3.72 |
![]() | ![]() | 3.16 |
![]() | ![]() | 3.05 |
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Capital Group AMCAP Fund (LUX) ZLd |