Capital Group World Div Growers (LUX) B USD

Ranked 34 out of 100 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Gerald Du Manoir

Gerald Du Manoir is an equity portfolio manager at Capital Group. He serves on the Capital Group Private Client Services Management Committee. He has over 25 years of investment experience and has been with Capital Group for over 24 years. Earlier in his career at Capital, as an equity investment analyst, Gerald covered European construction building materials and European consumer goods companies. Du Manoir began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. Prior to joining Capital, he spent six months with Donaldson, Lufkin & Jenrette/Autranet in New York. He holds a degree in international finance from the Institut Supérieur de Gestion in Paris graduating with honors. He is based in Los Angeles.

Steven Watson

Philip Winston

Philip Winston is an equity portfolio manager at Capital Group. He has over 30 years of investment experience and has been with Capital Group for 18 years. Earlier in his career, in addition to being a portfolio manager, Philip was an equity investment analyst at Capital covering U.K. property and paper & packaging companies, as well as European property and media companies. Before joining Capital, he was a director and U.K. equity fund manager at BZW Investment Management in London. Prior to that, he worked at Orion Royal Bank in London and New York. He holds a PhD and a master’s degree in history from Cambridge University. Philip is based in London.

Objective

The fund seeks to provide long-term total return by investing in companies worldwide that provide a combination of current yield and dividend growth. 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 All-Country World Index, Luxembourg and Emerging Markets. It is focused on investing in companies on a worldwide basis with potential for current yield and long-term growth. The fund does not use short-selling or leverage.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.9%
2018 -4.0% -6.5% 5.5% 3.3% -5.8%
2017 7.6% 3.9% 1.0% -0.6% 3.2%
2016 23.3% 4.8% 8.1% 7.0% 1.7%
2015 0.1% 5.7% -5.9% -5.1% 6.0%
2014 8.2% -0.1% 1.0% 2.7% 4.4%
2013 4.2%

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. United Kingdom

Fund Info

  • Launch date06/08/2013
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0939073887

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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