Capital Group Global Allocation Fund (LUX) ZL header image

Capital Group Global Allocation Fund (LUX) ZL

Fund

ISIN LU2099827490 / Valor 51848213

NAV (2026-03-18)
CHF 21.87+0.14%

Capital Group Global Allocation Fund (LUX) ZL
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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.

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Tags:
bonds global equities

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OTHER SHARE CLASSES OF THIS FUND

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
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Annual Return

-50%0%+50%

Risk level

110
-0.56%GBP 21.53
Capital Group Global Allocation Fund (LUX) A7
Capital Group Global Allocation Fund (LUX) A7 Capital Group Global Allocation Fund (LUX) A7 Valor: 40007249
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Annual Return

-50%0%+50%

Risk level

110
-0.26%GBP 21.01
Capital Group Global Allocation Fund (LUX) Z
Capital Group Global Allocation Fund (LUX) Z Capital Group Global Allocation Fund (LUX) Z Valor: 23500106
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Annual Return

-50%0%+50%

Risk level

110
0.14%CHF 21.43
Capital Group Global Allocation Fund (LUX) Z
Capital Group Global Allocation Fund (LUX) Z Capital Group Global Allocation Fund (LUX) Z Valor: 23500106
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Annual Return

-50%0%+50%

Risk level

110
-0.83%USD 27.03
Capital Group Global Allocation Fund (LUX) Bd
Capital Group Global Allocation Fund (LUX) Bd Capital Group Global Allocation Fund (LUX) Bd Valor: 23494403
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Annual Return

-50%0%+50%

Risk level

110
-0.83%USD 22.83
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
-0.26%GBP 22.34
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
-0.34%JPY 4,740.00
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
-0.83%USD 29.66
Capital Group Global Allocation Fund (LUX) Zd
Capital Group Global Allocation Fund (LUX) Zd Capital Group Global Allocation Fund (LUX) Zd Valor: 26322837
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Annual Return

-50%0%+50%

Risk level

110
-0.26%GBP 17.51
Capital Group Global Allocation Fund (LUX) Zd
Capital Group Global Allocation Fund (LUX) Zd Capital Group Global Allocation Fund (LUX) Zd Valor: 26322837
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Annual Return

-50%0%+50%

Risk level

110
-0.83%USD 23.24