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Capital Group AMCAP Fund (LUX) Zh-GBP

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund ProviderCapital International Management Company Sàrl
Fund SummaryThe fund seeks to achieve long-term growth of capital by investing primarily in equity domiciled in the United States.
SEDOL codeBD582Y7
ISINLU1592040148
Fund codeCIHGA
ManagersEric Stern, Barry Crosthwaite, James Terrile, Claudia Huntington, Eric Richter, Gregory Wendt, Aidan O'Connell, Lawrence Solomon
Manager Tenure1 year
Morningstar CategoryOther Equity
IMA SectorNorth America
Fund Size£89 million
Fund TypeOffshore
Management StyleActive
Ongoing Charge Figure (OCF)0.8%
Cavendish ongoing charge0.05%
FundsNetwork Service Fee0.20%
Minimum Initial Investment£25
Minimum Top Up£25
Minimum Monthly Investment£25
Sell Price£10.6900
Buy Price£10.6900
Price Change+1.4232%
Price Date25th September 2020
Yield0.95%
Dividend FrequencyYearly
ISA EligibleYes
SIPP EligibleYes
Inception Date28th August 2018
Fund StatusOPEN
Eric H. Stern is a portfolio manager at Capital Group. He has 26 years of investment experience and has been with Capital Group for 24 years. 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.

3-year Mean Monthly Return: 1.084%

Annual Returns201920182017
Fund Performance+7.85%+2.91%+18.37%
Benchmark Performance
(Other Equity)
Time PeriodCumulativeBenchmark Performance
(Other Equity)
Fund Compared to Benchmark
1 day1.42%Currently unavailableCurrently unavailable
1 week-1.02%Currently unavailableCurrently unavailable
1 month-3.17%Currently unavailableCurrently unavailable
3 months4.19%Currently unavailableCurrently unavailable
6 months31.65%Currently unavailableCurrently unavailable
1 year14.09%Currently unavailableCurrently unavailable
3 years9.55%Currently unavailableCurrently unavailable
5 yearsCurrently unavailableCurrently unavailableCurrently unavailable
10 yearsCurrently unavailableCurrently unavailableCurrently unavailable
YTD3.99%Currently unavailableCurrently unavailable
Since inception10.01%Currently unavailableCurrently unavailable

Top 10 shares for this fund

Share NameCountryValue
Microsoft CorpUSA3.83%
Netflix IncUSA3.77%
Facebook Inc AUSA3.24%
Abbott LaboratoriesUSA3.13%
UnitedHealth Group IncUSA2.78%
Amazon.com IncUSA2.49%
Broadcom IncUSA2.10%
EOG Resources IncUSA1.96%
Thermo Fisher Scientific IncUSA1.82%
Gilead Sciences IncUSA1.68%

Currently unavailable