Connexion
E-mail
Mot de passe
Retenir
Mot de passe oublié ?
Devenir membre gratuitement
Inscription
Inscription
Devenir membre
Inscription gratuite
Devenir client
Découvrez nos services
Paramètres
Paramètres
Cotations dynamiques 
OFFON

Accueil Zonebourse  >  Fonds ou OPCVM  >  Capital Group New Economy (LUX) Z       LU2032731189

CAPITAL GROUP NEW ECONOMY (LUX) Z

Cours en clôture. Cours en clôture  - 06/07
11.41 USD   +1.02%
 SynthèsePerformancesGraphiquesCompositionCaractéristiques 
Partenaires
Stratégie du fonds géré par CAPITAL INTERNATIONAL MANAGEMENT COMPANY
The investment objective of the Fund is long-term growth of capital. Current income is a secondary consideration. The Fund seeks to achieve its objectives by investing in securities of companies that can benefit from innovation, exploit new technologies or provide products and services that meet the demands of an evolving global economy. In pursuing its investment objectives, the Fund invests primarily in common stocks that the Investment Adviser believes have the potential for growth. The Fund also invests in common stocks with the potential to pay dividends. The Fund may invest a significant portion of its assets in issuers based outside the United States, including those based in developing countries. On an ancillary basis, as described below in the 'Specific Investment Guidelines and Restrictions', the Fund may invest into non-convertible debt securities.
Performances du fonds : Capital Group New Economy (LUX) Z
Performances Historiques Glissantes au 06-07-2020
Début d'année 1 mois 3 mois 6 mois 1 an 3 ans Max
Fonds +6.76% +3.88% +21.88% +5.73% +13.69% +50.54% +397.02%
Indice 9.09% 4.59% 22.02% 7.44% 18.73% 54.95% -
Plus
Exposition sectorielle au 30-04-2020
Plus
Exposition par type d'actif au 30-04-2020
Long Court Nets
90.55% 0% 90.55%
9.45% 0% 9.45%
Plus
Parts du fonds
Nom1er Jan3 ansNotationTailleFrais
Capital Group New Economy (LUX) C USD0.00%0.00%NC0M USD0%
Capital Group New Economy (LUX) C0.00%0.00%NC0M GBP0%
Capital Group New Economy (LUX) ZL0.00%0.00%NC0M USD0.53%
Capital Group New Economy (LUX) Z6.76%50.54%53M USD0.75%
Capital Group New Economy (LUX) B6.39%47.38%27M USD1.5%
Autres fonds de la catégorie: Actions International Gdes Cap. Croissance
 Nom1er Jan3 ansNotationTaille
3 Banken Aktien-Dachfonds T4.49%34.92%NC0 M EUR
3 Banken Nachhaltigkeitsfonds I (T)-2.30%22.81%NC0 M EUR
3 Banken Nachhaltigkeitsfonds T-2.63%21.82%NC0 M EUR
AB Concntr Glbl Eq AR EUR Inc-0.01%43.21%NC0 M EUR
AB Concntr Glbl Eq I EUR Acc0.44%0.00%NC0 M EUR
AB Sustainable Glb Tmtc S EUR Acc10.28%50.63%NC0 M EUR
AB Sustainable Glb Tmtc S1 EUR9.87%47.61%NC0 M EUR
Abante Equity Managers A EUR-4.10%4.75%NC0 M EUR
Abante Equity Managers B EUR-4.58%-7.39%NC0 M EUR
Abante Equity Managers C EUR-4.12%4.44%NC0 M EUR
Plus de fonds




Copyright © 2009 Morningstar. All Rights Reserved. The information, data and opinions expressed (“Information”) and contained herein: (1) are proprietary to Morningstar and/or its content providers and are not intended to represent investment advice or recommendation to buy or sell any security; (2) may not be copied or distributed without express license to do so; and (3) are not warranted to be accurate, complete or timely. Morningstar reserve its rights to charge for access to these Ratings and/or Rating report. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this Rating, Rating Report or Information contained therein.
Gestion
Société de gestion Capital International Management Company
Date de création 07-11-2019

Gérant Depuis
Harold La 07-11-2019
Timothy Armour 07-11-2019
Caroline Jones 07-11-2019
Mathews Cherian 01-02-2020
Richmond Wolf 01-02-2020
Claudia Huntington 07-11-2019
Description
Notation Morningstar
PEA
NON
PEA PME
NON
Date de création 07-11-2019
Devise USD
Structure Juridique SICAV
Catégorie Morningstar Actions International Gdes Cap. Croissance
Benchmark MSCI ACWI NR USD 100%
Actifs nets de la part 53 M USD au 31-05-2020
Fréquence des VL Quotidienne
Dépositaire et conservateur J. P. Morgan Bank Luxembourg S.A.
Commisaire aux comptes PricewaterhouseCoopers Société coopérati
Boîte de style Morningstar
Volatilité au 31-05-2020
Ecart-type 3 ans 16.25%
Ratio de Sharpe 3 ans 0.82
Performance moyenne 3 ans 50.54%