Capital Group Capital Income Builder (LUX) B (EUR)Registreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 31-03-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | -6,7 | 21,6 | -2,7 | 4,0 | 5,8 | |
+/-Cat | -7,0 | 1,4 | 6,3 | -4,6 | -1,9 | |
+/-Idx | - | -0,5 | 7,3 | -10,5 | -2,8 | |
Categorie: Mixfondsen USD Offensief | ||||||
Categorie Benchmark: Morningstar EAA USD Agg Tgt... |
Kerngegevens | ||
Koers 18-04-2024 | EUR 11,34 | |
Rendement 1 Dag | 0,18% | |
Morningstar Categorie™ | Mixfondsen USD Offensief | |
Vestigingsland | Luxemburg | |
ISIN | LU1820809421 | |
Grootte Fonds (Mil) 18-04-2024 | USD 502,39 | |
Grootte Fondsklasse (Mil) 18-04-2024 | USD 33,30 | |
Aankoopkosten (Max) | 5,25% | |
Lopende Kosten Factor 15-04-2024 | 1,70% |
Morningstar Research |
Analyst Report | 19-05-2023 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.... | |
Klik hier voor het analistenrapport |
Pijlers Morningstar | |
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Team | 24 |
Fondshuis | 25 |
Proces | 24 |
Rendement | |
Kosten |
Beleggingsdoelstelling: Capital Group Capital Income Builder (LUX) B (EUR) |
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 | ||
Naam manager Aanvangsdatum | ||
Philip Winston 21-09-2018 | ||
James Lovelace 21-09-2018 | ||
Click here to see others | ||
Oprichtingsdatum 21-09-2018 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
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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Waar belegt het fonds in? Capital Group Capital Income Builder (LUX) B (EUR) | 31-03-2024 |
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