Capital Group Global High Income Opportunities (LUX) Zh-CHF

Performance History30/04/2020
Growth of 1,000 (GBP) Advanced Graph
Capital Group Global High Income Opportunities (LUX) Zh-CHF
Fund---1.16.6-5.5
+/-Cat---1.43.0-6.3
+/-B’mrk---4.54.2-13.3
 
Key Stats
NAV
26/05/2020
 CHF 41.09
Day Change 0.21%
Morningstar Category™ Global Flexible Bond - CHF Hedged
ISIN LU0817817967
Fund Size (Mil)
27/05/2020
 USD 1076.18
Share Class Size (Mil)
26/05/2020
 CHF 0.12
Max Initial Charge 5.25%
Ongoing Charge
19/02/2020
  0.90%
Morningstar Research
Analyst Report

Capital Group Global High Income Opportunities offers investors diversified global and emerging-markets debt exposure. It impresses with a time-tested approach and experienced leadership. The strategy’s cheaper share classes earn a Morningstar...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAbove Average
ParentHigh
ProcessAbove Average
Performance
Price
Investment Objective: Capital Group Global High Income Opportunities (LUX) Zh-CHF
To provide, over the long term, a high level of total return, of which a large component is current income. The Fund invests primarily in Emerging Market government Bonds and corporate High Yield Bonds from around the world, denominated in USD and various national currencies (including Emerging Markets currencies). These are usually listed or traded on other Regulated Markets. Unlisted securities may also be purchased, subject to the relevant provisions of the “General Investment Guidelines and Restrictions”.
Returns
Trailing Returns (GBP)26/05/2020
YTD0.93
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
David Daigle
01/05/2012
Robert Neithart
01/09/2002
Inception Date
29/11/2017
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
20% JPM GBI-EM Global Diversified TR USD ,  10% JPM CEMBI Broad Diversified TR USD ,  20% JPM EMBI Global TR USD ,  50% BBgBarc US HY 2% Issuer Cap TR USDBBgBarc Global Aggregate TR Hdg CHF
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Capital Group Global High Income Opportunities (LUX) Zh-CHF31/01/2020
Fixed Income
Effective Maturity-
Effective Duration4.42
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock0.650.000.65
Bond87.060.0087.06
Property0.000.000.00
Cash11.950.0011.95
Other0.000.000.00

Related

In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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