Capital Group Global Allocation Fund (LUX) Zgd header image

Capital Group Global Allocation Fund (LUX) Zgd

Fund

ISIN LU1006080904 / Valor 23500164

NAV (2025-03-14)
EUR 17.53+0.63%

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

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

The fund aims to achieve long-term growth of capital, conservation of principal, and current income through a balanced approach.

Fund Exposure

The fund is exposed to a mix of listed Equities and Bonds of companies and governments worldwide, as well as other fixed-income securities including mortgage and asset-backed securities. It invests in various currencies and may also purchase unlisted securities.

Risks

Investors should be aware that this fund is actively managed and not benchmarked, which may result in higher volatility compared to passive funds. Additionally, the fund's exposure to various asset classes and currencies may lead to currency and market risk. It is important to note that this fund may only be suitable for long-term investment objectives.

Content summarized by AI chatbot
Source

https://www.capitalgroup.com/intermediaries/de/en/investments/cggalu.html

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) 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
0.95%USD 24.43
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
1.18%CHF 18.94
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
1.04%GBP 16.54
Capital Group Global Allocation Fund (LUX) Bgd
Capital Group Global Allocation Fund (LUX) Bgd Capital Group Global Allocation Fund (LUX) Bgd Valor: 11267519
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.59%EUR 18.87
Capital Group Global Allocation Fund (LUX) N
Capital Group Global Allocation Fund (LUX) N Capital Group Global Allocation Fund (LUX) N Valor: 35635699
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.62%EUR 19.35
Capital Group Global Allocation Fund (LUX) ZLd
Capital Group Global Allocation Fund (LUX) ZLd Capital Group Global Allocation Fund (LUX) ZLd Valor: 51848215
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.96%GBP 17.81
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
1.00%GBP 19.16
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
1.15%CHF 22.02
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
0.94%USD 24.78
Capital Group Global Allocation Fund (LUX) Nh-EUR
Capital Group Global Allocation Fund (LUX) Nh-EUR Capital Group Global Allocation Fund (LUX) Nh-EUR Valor: 35635704
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.83%EUR 18.22