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Capital Group European Growth and Inc (LUX) B EUR

classificato 126 su 244 di - Europa su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Mark Denning

Mark E. Denning is an equity portfolio manager at Capital Group. He has over thirty years of investment experience, all with Capital Group. Earlier in his career at Capital, Denning had equity investment analyst responsibilities for companies based in Southeast Asia. He holds an MBA in finance and international business from Columbia Business School and a bachelor’s degree in economics from the London School of Economics. He is based in Los Angeles.

Caroline Randall

David Riley

David Riley is an equity portfolio manager at Capital Group. He has over 20 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, David covered European and Latin American telecommunication companies. David holds an MBA from Harvard Business School and a bachelor’s degree in electronics from the University of Southampton in England. He is also a Licentiate of London and Guildhall Schools of Music. David is based in Washington, D.C.

Obiettivo

The fund seeks to achieve long-term growth of capital and income by investing in companies domiciled and/or having their principal place of business in Europe. Preservation of capital is also a priority. The fund invests primarily in equity of European companies 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 Europe. It is managed on a stock-by-stock basis without reference to index weighting. It is focused on investing in companies with long-term potential of capital growth and income.

Performance

Europa su un periodo di : 31/12/2017 - 31/12/2018

Rendimento totale

Performance trimestrale

a 31/12/2018 Annuale T1 T2 T3 T4
2018 -13,1% -2,4% 1,7% 0,0% -12,5%
2017 5,7% 4,6% 0,4% -0,3% 1,0%
2016 -0,8% -8,8% -2,4% 4,3% 6,8%
2015 9,6% 14,7% -0,5% -8,6% 5,0%
2014 13,5% 3,1% 3,4% 3,6% 2,8%
2013 27,7% 10,3% 1,2% 6,7% 7,3%
2012 19,1% 10,3% -2,6% 7,7% 2,9%
2011 -7,7% 0,7% -0,5% -15,2% 8,6%
2010 6,8% 1,5% -6,4% 10,5% 1,7%
2009 36,3% -9,6% 21,2% 18,0% 5,4%
2008 -43,6% -14,1% -7,2% -13,4% -18,3%
2007 7,4% 2,5% 8,4% -3,2% -0,1%
2006 16,2% 6,1% -3,0% 7,2% 5,3%
2005 20,6% 4,8% 5,4% 5,7% 3,4%
2004 13,4% 3,4% 3,8% -0,2% 5,9%
2003 11,6% -13,4% 13,8% 3,1% 9,8%

Performance mensile

Rendimento vs rischio

Asset Allocation

Ripartizione dell'investimento

30/11/2018

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Azioni Dimensioni
Novartis AG ORD 4,05%
Barclays PLC ORD 3,98%
Prudential PLC ORD 3,91%
Total SA ORD 3,69%
British American Tobacco PLC ORD 3,40%
Daily Mail and General Trust P L C ORD 3,29%
Suez SA ORD 2,42%
Banco Santander SA ORD 2,40%
Zurich Insurance Group AG ORD 2,30%
Aena SME SA ORD 2,25%
30/11/2018

Registrato Per La Vendita In

  1. Austria
  2. Belgio
  3. Danimarca
  4. Finlandia
  5. Francia
  6. Germania
  7. Hong Kong
  8. Islanda
  9. Irlanda
  10. Italia
  11. Korea
  12. Lussemburgo
  13. Paesi Bassi
  14. Norvegia
  15. Portogallo
  16. Singapore
  17. Spagna
  18. Svezia
  19. Svizzera
  20. Taiwan
  21. Regno Unito

Informazioni sul fondo

  • Inizio collocamento30/10/2002
  • Dimensione share class46Mn
  • Valuta di baseUnits
  • ISIN LU0157028266

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo1
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,50%

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La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).