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Capital Group Global Equity (LUX) A USD

Rang 183 von 751 in - Aktien - Global über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Darcy Kopcho

Darcy Kopcho is an equity portfolio manager at Capital Group. She also serves on the Capital Group Companies Management Committee. Darcy has 33 years of investment experience and has been with Capital Group for 24 years. Before joining Capital, she was manager of market research for Baker International. She holds an MBA from the University of California, Irvine, and a bachelor’s degree in religious studies from the University of California, Santa Barbara.

Robert W. Lovelace

Rudolf Staehelin

Rudolf Staehelin is an equity portfolio manager at Capital Group. He is vice chairman of Capital International Sàrl. He has over 35 years of investment experience and has been with Capital Group for 33 years. Earlier in his career, as an equity investment analyst at Capital, he covered European banking, pharmaceuticals and chemicals companies. Before joining Capital, Rudolf was with Maus Frères S.A., a retail holding company in Geneva. He holds an MBA from Stanford Graduate School of Business and has both doctorate and master’s degrees in law from the Universität Basel in Switzerland. He is a member of the Swiss Association of Financial Analysts, the German Society for Securities Analysts and the New York Society of Security Analysts. Rudolf is based in Geneva.

Eric Stern

Eric H. Stern is an equity portfolio manager at Capital Group. He has over 25 years of investment experience and has been with Capital Group for over 23 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. health care, insurance, autos and life science companies. Before joining Capital, he served as an analyst in the mergers and acquisitions department of Morgan Stanley & Company. He holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in business administration from the University of California, Berkeley graduating Phi Beta Kappa. Eric is based in Los Angeles.

Anlageziel

The fund aims at long-term growth of capital by investing primarily in listed equity of companies, researched and selected from around the world. The fund invests primarily in global equities that are admitted to an official listing or dealt in on another regulated market. It normally invests in shares of companies in any country in the MSCI World Index and Luxembourg.

Performance

Aktien - Global über : 31.10.2016 - 31.10.2017

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 29.09.2017 Jährlich Q1 Q2 Q3 Q4
2017 6,9% -1,1% 0,6%
2016 6,4% -6,6% 2,1% 4,9% 6,3%
2015 10,1% 15,1% -1,6% -10,4% 8,6%
2014 17,2% 0,2% 4,3% 7,2% 4,6%
2013 22,2% 11,2% -0,9% 4,9% 5,7%
2012 14,7% 8,0% -2,1% 7,4% 1,1%
2011 -5,6% -2,0% -4,1% -10,3% 12,0%
2010 17,0% 8,1% -2,9% 2,1% 9,3%
2009 27,1% -6,2% 14,4% 10,8% 6,9%
2008 -41,7% -17,5% -3,8% -8,3% -19,9%
2007 -7,5% 0,2% 4,3% -4,0% -7,9%
2006 5,0% 3,2% -6,2% 5,9% 2,4%
2005 24,9% 1,8% 6,8% 7,6% 6,7%
2004 1,9% 5,2% 0,4% -4,6% 1,2%
2003 16,7% -10,6% 14,2% 6,0% 7,8%
2002 -33,6% 4,4% -21,7% -23,0% 5,4%
2001 -2,0% -1,7% 9,1% -23,0% 18,7%
2000 -2,4% 7,7% -2,9% 3,1% -9,5%
1999 63,6% 18,5% 15,5% -3,1% 23,4%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

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

Information über den Fonds

  • Starttermin31.12.1969
  • Größe der Anteilsklasse00Mn
  • BasiswährungUSD
  • ISIN LU0006013907

Kaufinformation

  • Mindestanlage (initial)2Mn
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,00%

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