Capital Group Capital Income Builder (LUX) Z (CHF)Registreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 30-04-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | -5,9 | 22,7 | -1,8 | 4,3 | 4,0 | |
+/-Cat | -6,1 | 2,4 | 7,3 | -4,2 | -2,4 | |
+/-Idx | - | 0,5 | 8,2 | -10,1 | -2,6 | |
Categorie: Mixfondsen USD Offensief | ||||||
Categorie Benchmark: Morningstar EAA USD Agg Tgt... |
Kerngegevens | ||
Koers 10-05-2024 | CHF 11,91 | |
Rendement 1 Dag | 0,79% | |
Morningstar Categorie™ | Mixfondsen USD Offensief | |
Vestigingsland | Luxemburg | |
ISIN | LU1820811831 | |
Grootte Fonds (Mil) 10-05-2024 | USD 518,42 | |
Grootte Fondsklasse (Mil) 10-05-2024 | USD 66,87 | |
Aankoopkosten (Max) | 5,25% | |
Lopende Kosten Factor 15-04-2024 | 0,90% |
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) Z (CHF) |
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 | ||
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) Z (CHF) | 31-03-2024 |
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