Capital Group Future Generations Global Balanced Fund (LUX) ZL header image

Capital Group Future Generations Global Balanced Fund (LUX) ZL

Fund

ISIN LU2720016265 / Valor 13168081

NAV (2024-12-20)
GBP 8.48%

Capital Group Future Generations Global Balanced Fund (LUX) ZL
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General Objective

The fund aims to achieve long-term growth of capital and conservation of principal by investing in equities and investment grade bonds issued by companies worldwide that have a positive impact on environmental and social objectives.

Fund Exposure

The fund is exposed to a mix of equities and investment grade bonds, including government bonds, that meet the Investment Adviser's proprietary eligibility criteria. The fund focuses on companies with strong corporate governance practices and positive environmental and social impacts, while also considering how companies manage material ESG risks.

Risks

Investors should be aware that this fund is actively managed and may be subject to market fluctuations and risks associated with investing in equities and fixed-income securities. Additionally, the fund's focus on environmental, social, and governance factors may introduce additional risks related to sustainability and norms-based exclusions.

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Source

https://www.capitalgroup.com/intermediaries/lu/en/investments/fund-centre.cgsgblu.html

Tags:
social msci world environmental

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OTHER SHARE CLASSES OF THIS FUND

Capital Group Future Generations Global Balanced Fund (LUX) Z
Capital Group Future Generations Global Balanced Fund (LUX) Z Capital Group Future Generations Global Balanced Fund (LUX) Z Valor: 13158626
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-0.11%CHF 9.50
Capital Group Future Generations Global Balanced Fund (LUX) Zd
Capital Group Future Generations Global Balanced Fund (LUX) Zd Capital Group Future Generations Global Balanced Fund (LUX) Zd Valor: 13158628
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-50%0%+50%

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110
0.47%USD 10.64
Capital Group Future Generations Global Balanced Fund (LUX) Zh-EUR
Capital Group Future Generations Global Balanced Fund (LUX) Zh-EUR Capital Group Future Generations Global Balanced Fund (LUX) Zh-EUR Valor: 13158629
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Annual Return

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110
0.20%EUR 9.94
Capital Group Future Generations Global Balanced Fund (LUX) Pd
Capital Group Future Generations Global Balanced Fund (LUX) Pd Capital Group Future Generations Global Balanced Fund (LUX) Pd Valor: 13168082
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0.47%USD 10.65
Capital Group Future Generations Global Balanced Fund (LUX) Z
Capital Group Future Generations Global Balanced Fund (LUX) Z Capital Group Future Generations Global Balanced Fund (LUX) Z Valor: 13158626
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Annual Return

-50%0%+50%

Risk level

110
0.47%USD 10.64
Capital Group Future Generations Global Balanced Fund (LUX) Zd
Capital Group Future Generations Global Balanced Fund (LUX) Zd Capital Group Future Generations Global Balanced Fund (LUX) Zd Valor: 13158628
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Annual Return

-50%0%+50%

Risk level

110
-0.12%GBP 8.46
Capital Group Future Generations Global Balanced Fund (LUX) C
Capital Group Future Generations Global Balanced Fund (LUX) C Capital Group Future Generations Global Balanced Fund (LUX) C Valor: 13168072
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Annual Return

-50%0%+50%

Risk level

110
-0.12%GBP 8.51
Capital Group Future Generations Global Balanced Fund (LUX) C
Capital Group Future Generations Global Balanced Fund (LUX) C Capital Group Future Generations Global Balanced Fund (LUX) C Valor: 13168072
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Annual Return

-50%0%+50%

Risk level

110
0.56%USD 10.71
Capital Group Future Generations Global Balanced Fund (LUX) Pd
Capital Group Future Generations Global Balanced Fund (LUX) Pd Capital Group Future Generations Global Balanced Fund (LUX) Pd Valor: 13168082
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Annual Return

-50%0%+50%

Risk level

110
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Capital Group Future Generations Global Balanced Fund (LUX) B
Capital Group Future Generations Global Balanced Fund (LUX) B Capital Group Future Generations Global Balanced Fund (LUX) B Valor: 13166566
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Annual Return

-50%0%+50%

Risk level

110
-0.10%EUR 10.14