Capital Group Global Allocation Fund (LUX) A4 header image

Capital Group Global Allocation Fund (LUX) A4

Fund

ISIN LU1006074337 / Valor 45624436

NAV (2025-11-14)
CHF 21.58-0.19%

Capital Group Global Allocation Fund (LUX) A4
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

Capital Group Global Allocation Fund (LUX) is a diversified multi-asset fund that invests worldwide in a balanced mix of equities, bonds, and other fixed income securities. It focuses on achieving long-term capital growth, preserving principal, and generating current income by selecting a broad range of global investments. The fund incorporates environmental, social, and governance (ESG) criteria, excluding certain companies and governments, and aims to maintain a lower carbon footprint in its equity holdings compared to the MSCI AC World Index. Managed by a team of experienced portfolio managers, the fund leverages diverse investment perspectives to deliver consistent performance across different market conditions.

Content summarized by AI chatbot
Tags:
bonds global equities

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Capital Group Global Allocation Fund (LUX) Zd
Capital Group Global Allocation Fund (LUX) Zd Capital Group Global Allocation Fund (LUX) Zd Valor: 26322837
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.11%GBP 17.66
Capital Group Global Allocation Fund (LUX) ZLh-EUR
Capital Group Global Allocation Fund (LUX) ZLh-EUR Capital Group Global Allocation Fund (LUX) ZLh-EUR Valor: 52396396
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.26%EUR 23.39
Capital Group Global Allocation Fund (LUX) ZL
Capital Group Global Allocation Fund (LUX) ZL Capital Group Global Allocation Fund (LUX) ZL Valor: 51848213
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.15%GBP 20.56
Capital Group Global Allocation Fund (LUX) P
Capital Group Global Allocation Fund (LUX) P Capital Group Global Allocation Fund (LUX) P Valor: 54461641
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.17%EUR 23.20
Capital Group Global Allocation Fund (LUX) Pdh-GBP
Capital Group Global Allocation Fund (LUX) Pdh-GBP Capital Group Global Allocation Fund (LUX) Pdh-GBP Valor: 14038554
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.24%GBP 21.02
Capital Group Global Allocation Fund (LUX) Ph-GBP
Capital Group Global Allocation Fund (LUX) Ph-GBP Capital Group Global Allocation Fund (LUX) Ph-GBP Valor: 14038670
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.24%GBP 21.06
Capital Group Global Allocation Fund (LUX) P
Capital Group Global Allocation Fund (LUX) P Capital Group Global Allocation Fund (LUX) P Valor: 54461641
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.26%USD 26.96
Capital Group Global Allocation Fund (LUX) Z
Capital Group Global Allocation Fund (LUX) Z Capital Group Global Allocation Fund (LUX) Z Valor: 23500106
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.30%USD 26.55
Capital Group Global Allocation Fund (LUX) Z
Capital Group Global Allocation Fund (LUX) Z Capital Group Global Allocation Fund (LUX) Z Valor: 23500106
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%CHF 21.08
Capital Group Global Allocation Fund (LUX) C
Capital Group Global Allocation Fund (LUX) C Capital Group Global Allocation Fund (LUX) C Valor: 23495152
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.27%USD 29.06