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Capital Group Gl Growth and Inc (LUX) B USD

Rang 381 von 839 in - Aktien - Global über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

David Carpenter

Patrice Collette

Patrice Collette is an equity portfolio manager at Capital Group, where he has worked for 14 years. Collette’s current responsibilities include coverage as an investment analyst of European chemicals and insurance companies. Earlier in his career at Capital, Collette also covered European health care supplies, devices and service companies. Prior to joining Capital, he worked at two private banking firms, Lombard Odier & Cie, and Banque Syz & Co. He holds an MBA from INSEAD, France, and degrees from the Graduate Institute of International Studies in Geneva and the Universities of Lausanne and Geneva. He is also a CFA Charter holder.

Isabelle de Wismes

As a portfolio manager at Capital Group, Isabelle de Wismes is keen to conduct thorough research when stock-picking, meeting with a company’s management and learning about its industry to seek out those that have evidence of competitive advantages and the ability to sustain them. With over 29 years investment experience, de Wismes has previously worked as a senior investment analyst at Compagnie Financière S.G. Warburg, as well as an analyst at Compagnie Financière de Paribas in Paris. She is a member of the French Federation of Financial Analysts Society and is currently based in London.

Leo Hee


The fund invests primarily in global equities that are admitted to an official listing or traded on other regulated markets. It normally invests in shares of companies in any country in the MSCI All Country World Index and Luxembourg. It is managed on a stock by stock basis without reference to index weighting. It is focused on investing in companies from developed markets with long-term potential of capital growth and dividend income. Some emerging markets securities may also be purchased. The fund does not use short-selling or leverage.


Aktien - Global über : 28.02.2017 - 28.02.2018


Auf das Jahr Quartalsperformance

bis 01.01.2018 Jährlich Q1 Q2 Q3 Q4
2017 7,2% 3,7% -1,8% 0,9% 4,3%
2016 10,9% -5,0% 3,1% 3,8% 9,0%
2015 5,5% 11,4% -4,2% -8,4% 7,8%
2014 15,8% 0,8% 3,8% 3,9% 6,6%
2013 17,2% 10,5% -0,4% 0,8% 5,6%
2012 14,0% 6,5% 2,1% 4,5% 0,4%
2011 -3,8% -3,0% -2,7% -7,2% 9,9%
2010 16,7% 7,6% -1,7% 2,1% 8,1%
2009 33,7% -5,9% 14,3% 14,1% 9,1%
2008 -3,9% -6,8% -17,1%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Belgien
  3. Dänemark
  4. Finnland
  5. Frankreich
  6. Deutschland
  7. Hong Kong
  8. Island
  9. Irland
  10. Italien
  11. Korea
  12. Luxemburg
  13. Niederlande
  14. Norwegen
  15. Portugal
  16. Singapur
  17. Spanien
  18. Schweden
  19. Schweiz
  20. Vereinigtes Königreich

Information über den Fonds

  • Starttermin31.01.2008
  • Größe der Anteilsklasse08Mn
  • BasiswährungUSD
  • ISIN LU0342050274


  • Mindestanlage (initial)1.000
  • Mindest regelmäßige Zusatzinvestition0


  • Jährliche Verwaltungsgebühr1,50%
  • Ausgabeaufschlag1,5

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)