Capital Group Capital Income Builder (LUX) Ch-JPYRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | 1.3 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Allocation | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 27/09/2024 | JPY 1951.00 | |
Day Change | 1.23% | |
Morningstar Category™ | Other Allocation | |
ISIN | LU2639533129 | |
Fund Size (Mil) 27/09/2024 | USD 482.57 | |
Share Class Size (Mil) 27/09/2024 | JPY 13695.41 | |
Max Initial Charge | - | |
Ongoing Charge 31/07/2024 | 0.14% |
Investment Objective: Capital Group Capital Income Builder (LUX) Ch-JPY |
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. |
Returns | |||||||||||||
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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 19/07/2023 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
30% Bloomberg US Agg Bond TR USD , 70% MSCI ACWI NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Capital Group Capital Income Builder (LUX) Ch-JPY | 31/08/2024 |
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