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Capital Group Global Allocation Fund (lux) Zd (0P00015416)

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17.150 +0.020    +0.12%
20/12 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
ISIN:  LU1006080656 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.49B
Capital Group Global Allocation Fund LUX Zd 17.150 +0.020 +0.12%

0P00015416 Overview

 
Find basic information about the Capital Group Global Allocation Fund (lux) Zd mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00015416 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.31%
Prev. Close17.13
Risk Rating
TTM Yield1.45%
ROE24.14%
IssuerN/A
TurnoverN/A
ROA8.53%
Inception DateDec 09, 2014
Total Assets1.49B
Expenses0.88%
Min. Investment1,000
Market Cap156.69B
CategoryUSD Moderate Allocation
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Capital Group Global Allocation Fund (lux) Zd Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1155 1046 1194 1148 1361 1994
Fund Return 15.49% 4.56% 19.37% 4.71% 6.36% 7.14%
Place in category 490 1306 417 413 195 74
% in Category 36 91 30 34 22 13

Top Equity Funds by Capital International Management Company Sàrl

  Name Rating Total Assets YTD% 3Y% 10Y%
  Capital Group New Perspective Fuzgg 15.79B 18.06 3.40 10.63
  Capital Group New Perspective Fubg 15.79B 17.23 2.61 9.75
  Capital Group New Perspective Fubdg 15.79B 17.25 2.62 9.75
  Capital Group New Perspective Funbg 15.79B 17.23 2.61 9.75
  Capital Group New Perspective Funzg 15.79B 18.04 3.39 10.62

Top Funds for USD Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Global Multi Asset Income Fund I Ag 17.38M 1.15 -0.49 5.34
  MFSM Prudent Wealth Fund I1 GBP 2.1B 3.94 2.31 8.04
  Capital Group Global Allocation Fzg 1.48B 15.53 4.72 7.15
  Capital Group Global Allocation Fcg 1.48B 16.40 5.55 7.96
  H Portfolios World Selection 3 Clag 827.16M 12.37 3.43 5.38

Top Holdings

Name ISIN Weight % Last Change %
  Broadcom US11135F1012 5.15 220.79 +1.13%
  Taiwan Semicon TW0002330008 4.26 1,035.00 -3.27%
United States Treasury Notes 4.375% - 3.88 - -
  Philip Morris US7181721090 3.08 124.22 +1.68%
United States Treasury Bonds 4.625% - 2.79 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
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