Capital Group Sustainable Global Balanced Fund (LUX) P header image

Capital Group Sustainable Global Balanced Fund (LUX) P

Fund

ISIN LU2720018394 / Valor 13168026

NAV (2024-12-20)
EUR 10.22%

Capital Group Sustainable Global Balanced Fund (LUX) P
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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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Capital Group Sustainable Global Balanced Fund (LUX) B
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Annual Return

-50%0%+50%

Risk level

110
-0.12%GBP 8.47