Capital Group Global Equity (LUX) B USD

Ranked 303 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Michael Cohen

Robert W. Lovelace

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.

Lisa Thompson

Objective

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.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.1%
2018 -3.9% -2.3% 7.1% 3.2% -11.0%
2017 14.0% 7.0% 1.3% 0.7% 4.4%
2016 22.4% 0.3% 6.9% 9.1% 4.7%
2015 3.9% 7.2% -3.9% -7.0% 8.5%
2014 8.6% -0.6% 0.9% 4.1% 4.0%
2013 24.5% 15.8% 0.2% 2.2% 5.0%
2012 10.7% 7.6% -5.1% 5.5% 2.7%
2011 -8.5% 1.2% -2.4% -14.5% 8.4%
2010 12.1% 8.3% -11.0% 7.9% 7.8%
2009 16.1% -10.2% 5.0% 18.7% 3.8%
2008 -23.7% -10.6% -4.6% -8.8% -1.8%
2007 0.3% 0.8% 3.3% -0.6% -3.2%
2006 2.4% 4.7% -7.1% 3.7% 1.6%
2005 20.6% -1.2% 4.7% 8.5% 7.5%
2004 1.8% -0.3% 0.5% -2.5% 4.2%
2003 25.5% -5.3% 14.8% 6.6% 8.2%
2002 -29.8% 4.5% -17.3% -25.4% 9.0%
2001 -5.3% -3.1% 5.5% -20.8% 17.0%
2000 -1.9% 3.8% 2.4% -3.0% -4.8%
1999 43.5% 12.2% 12.8% -4.4% 18.5%
1998 13.5% 12.7% -1.1% -16.7% 22.2%
1997 19.9% 8.3% 11.3% 8.5% -8.3%
1996 0.7% 5.9% -0.9% -0.7% -3.5%
1995 4.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Iceland
  9. Ireland
  10. Italy
  11. Korea
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. Taiwan
  21. United Kingdom

Fund Info

  • Launch date06/10/2000
  • Share Class size17Mn
  • Base currencyUSD
  • ISIN LU0114998999

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).