Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

Capital Group Global Allocation Fund (lux) Z (0P00012F92)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
23.250 +0.220    +0.96%
22/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 1.48B
Type:  Fund
Market:  Luxembourg
Issuer:  Capital Group
ISIN:  LU1006079997 
Asset Class:  Equity
Capital Group Global Allocation Fund LUX Z 23.250 +0.220 +0.96%

0P00012F92 Overview

 
Find basic information about the Capital Group Global Allocation Fund (lux) Z mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00012F92 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: LU1006079997)
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change21.03%
Prev. Close23.03
Risk Rating
TTM Yield0%
ROE24.11%
IssuerCapital Group
TurnoverN/A
ROA8.44%
Inception DateJan 31, 2014
Total Assets1.48B
Expenses0.89%
Min. Investment1,000
Market Cap157.83B
CategoryUSD Moderate Allocation
What is your sentiment on Capital Group Global Allocation Fund LUX Z?
or
Market is currently closed. Voting is open during market hours.

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1107 1005 1189 1112 1339 1958
Fund Return 10.73% 0.5% 18.86% 3.61% 6.01% 6.95%
Place in category 380 1128 201 425 178 63
% in Category 29 77 14 37 20 10

Top Equity Funds by Capital International Management Company Sàrl

  Name Rating Total Assets YTD% 3Y% 10Y%
  Capital Group New Perspective Funde 15.69B 14.59 1.68 10.79
  Capital Group New Perspective Funbe 15.69B 13.60 0.65 9.71
  Capital Group New Perspective Funze 15.69B 14.32 1.42 10.59
  Capital Group New Perspective Fuzde 15.69B 14.33 1.41 10.58
  Cap Group New Perspective lux N 15.69B 13.02 0.00 -

Top Funds for USD Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allianz Income and Growth P EUR 50.6B 10.40 3.80 8.82
  Global Allocation Fund X2 Use 804.75M 9.70 2.28 6.46
  LU0523293024 1.13B 8.84 1.30 5.44
  LU0408221512 1.3B 8.16 0.54 4.66
  LU0331284793 361.64M 7.03 -0.71 3.36

Top Holdings

Name ISIN Weight % Last Change %
  Broadcom US11135F1012 5.11 164.23 +0.18%
  Taiwan Semicon TW0002330008 4.04 1,040.00 +2.97%
United States Treasury Notes 4.375% - 3.85 - -
United States Treasury Bonds 4.625% - 2.79 - -
  Philip Morris US7181721090 2.75 129.99 -0.93%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00012F92 Comments

Write your thoughts about Capital Group Global Allocation Fund (lux) Z
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email