Capital Group Global Allocation Fund (LUX) Zgd header image

Capital Group Global Allocation Fund (LUX) Zgd

Fund

ISIN LU1006080730 / Valor 23500164

NAV (2025-01-16)
USD 19.03+0.53%

Capital Group Global Allocation Fund (LUX) Zgd
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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.

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Source

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

Tags:
bonds global equities

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OTHER SHARE CLASSES OF THIS FUND

Capital Group Global Allocation Fund (LUX) A4
Capital Group Global Allocation Fund (LUX) A4 Capital Group Global Allocation Fund (LUX) A4 Valor: 45624436
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Annual Return

-50%0%+50%

Risk level

110
0.59%GBP 20.35
Capital Group Global Allocation Fund (LUX) ZL
Capital Group Global Allocation Fund (LUX) ZL Capital Group Global Allocation Fund (LUX) ZL Valor: 51848213
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Annual Return

-50%0%+50%

Risk level

110
0.53%USD 24.80
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
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Annual Return

-50%0%+50%

Risk level

110
0.49%EUR 22.35
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
0.50%EUR 24.08
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
0.65%GBP 20.28
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
0.36%CHF 22.21
Capital Group Global Allocation Fund (LUX) C
Capital Group Global Allocation Fund (LUX) C Capital Group Global Allocation Fund (LUX) C Valor: 23495152
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Annual Return

-50%0%+50%

Risk level

110
0.60%GBP 21.66
Capital Group Global Allocation Fund (LUX) A7d
Capital Group Global Allocation Fund (LUX) A7d Capital Group Global Allocation Fund (LUX) A7d Valor: 55072666
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.59%GBP 18.90
Capital Group Global Allocation Fund (LUX) A4
Capital Group Global Allocation Fund (LUX) A4 Capital Group Global Allocation Fund (LUX) A4 Valor: 45624436
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.53%USD 24.89
Capital Group Global Allocation Fund (LUX) A7
Capital Group Global Allocation Fund (LUX) A7 Capital Group Global Allocation Fund (LUX) A7 Valor: 40007249
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.48%USD 25.03