Capital Group InvCoAmer (LUX) Zd CHF

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.59%
  • 3 Year sharpe0.72
  • 3 Year alpha-2.93
  • Distribution Typeincome
  • BenchmarkS&P 500 NR USD
  • Legal StructureSICAV
  • Fund Size (month end)SICAV
  • OCF0.80%
  • IA SectorNorth America
  • Manager GroupCapital Group
  • DomicileLuxembourg
  • ISINLU1378998097

Investment Strategy

The Fund’s investment objectives are to achieve long-term growth of capital and income. The Fund invests primarily in common stocks, most of which have a history of paying dividends. The Fund’s equity investments are limited to securities of companies that are included on its eligible list. Securities are added to, or deleted from, the eligible list based upon a number of factors, such as the Fund’s investment objectives and policies, whether a company is deemed to be an established company of sufficient quality and a company’s dividend payment prospects. Although the Fund focuses on investments in medium to larger capitalization companies, the Fund’s investments are not limited to a particular capitalization size. In the selection of common stocks and other securities for investment, potential for capital appreciation and future dividends are given more weight than current yield.

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