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Capital Group Global Equity Fund (lux) A4 (0P0000SJ4E)

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Condition

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38.820 -1.720    -4.24%
04/04 - Closed. Currency in GBP
Type:  Fund
Market:  Luxembourg
ISIN:  LU0342024949 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 577.09M
Capital Group Global Equity Fund (LUX) A4 38.820 -1.720 -4.24%

0P0000SJ4E Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Capital Group Global Equity Fund (LUX) A4 (0P0000SJ4E) fund. Our Capital Group Global Equity Fund (LUX) A4 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 3.680 3.680 0.000
Shares 96.320 96.320 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 20.588 18.336
Price to Book 3.596 3.078
Price to Sales 2.985 2.252
Price to Cash Flow 12.872 12.388
Dividend Yield 1.893 2.017
5 Years Earnings Growth 10.372 10.587

Sector Allocation

Name  Net % Category Average
Technology 20.640 23.857
Industrials 17.420 11.512
Financial Services 16.000 16.625
Healthcare 12.670 13.061
Consumer Cyclical 8.200 10.699
Communication Services 7.060 7.945
Consumer Defensive 5.880 7.527
Utilities 5.200 2.528
Energy 3.340 3.466
Basic Materials 2.960 3.933
Real Estate 0.650 2.726

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 201

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Broadcom US11135F1012 2.94 151.35 +3.46%
  Microsoft US5949181045 2.74 356.85 -0.83%
  Apple US0378331005 2.56 178.42 -5.29%
  Safran FR0000073272 2.20 201.30 -7.79%
  Novo Nordisk B DK0062498333 2.10 434.1 +0.47%
  JPMorgan US46625H1005 2.00 212.96 +1.27%
  Taiwan Semiconductor US8740391003 1.88 144.48 -1.58%
  SAP DE0007164600 1.81 221.850 -4.04%
  AstraZeneca GB0009895292 1.70 10,056.0 -6.96%
  GE Aerospace US3696043013 1.64 166.58 -0.14%

Top Equity Funds by Capital International Management Company Sàrl

  Name Rating Total Assets YTD% 3Y% 10Y%
  Cap Group New Perspective lux C GBP 14.36B 3.45 8.73 -
  Cap Group NewPerspective lux ZL GBP 14.36B 3.38 8.10 10.67
  Cap Group NewPerspective lux A7 GBP 14.36B 3.37 8.26 -
  CapGroup NewPerspective lux ZLd GBP 14.36B 3.37 8.13 10.67
  CapGroup NewPerspectiveLux ZLgd GBP 16.62B 16.34 2.34 10.85
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