Capital Group Capital Income Builder (LUX) Bd (GBP)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -1.6 | 14.5 | 2.4 | 1.6 | 2.3 | |
+/-Cat | -7.5 | 1.7 | 6.4 | -4.4 | -2.6 | |
+/-B’mrk | - | -0.1 | 7.4 | -10.2 | -2.8 | |
Category: USD Aggressive Allocation | ||||||
Category Benchmark: Morningstar EAA USD Agg Tgt... |
Key Stats | ||
NAV 10/05/2024 | GBP 9.17 | |
Day Change | 0.66% | |
Morningstar Category™ | USD Aggressive Allocation | |
IA (formerly IMA) Sector | Specialist | |
ISIN | LU1820809850 | |
Fund Size (Mil) 10/05/2024 | USD 518.42 | |
Share Class Size (Mil) 10/05/2024 | USD 5.31 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 29/02/2024 | 1.65% |
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.... | |
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) Bd (GBP) |
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 21/09/2018 |
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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) Bd (GBP) | 31/03/2024 |
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