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Capital Group World Growth and Income Zgd Inc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Capital International Management Company Sàrl
Fund Summary The fund's investment objective is to provide long-term growth of capital, while providing current income, through investments in global equities.
SEDOL code BK6N9Q1
ISIN LU1991127678
Fund code CIRZI
Managers Leo Hee
Manager Tenure Currently unavailable
Morningstar Category Global Large-Cap Blend Equity
Fund Size £283 million
Fund Type Offshore
Management Style Active
Total Expense Ratio (TER) 0.9%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £7.9500
Buy Price £7.9500
Price Change -0.5006%
Price Date 11th October 2019
Yield Currently unavailable
Dividend Frequency Quarterly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 27th September 2019
Fund Status OPEN
Leo Hee is an equity portfolio manager at Capital Group. As an equity investment analyst, he has research responsibility for Asian (excluding Australia and India) insurance. He has 25 years of investment experience and has been with Capital Group for 14 years. Prior to joining Capital, he was a research director and portfolio manager for Schroder Investment Management. He holds a bachelor’s degree in economics from the Royal Melbourne Institute of Technology. Leo is based in Hong Kong.

3-year Mean Monthly Return: Currently unavailable

Annual Returns Currently Unavailable
Benchmark Performance
(Global Large-Cap Blend Equity)
Currently Unavailable
Time Period Cumulative Benchmark Performance
(Global Large-Cap Blend Equity)
Fund Compared to Benchmark
1 day -0.50% -1.25% +0.75%
1 week -1.36% -2.86% +1.49%
1 month Currently unavailable Currently unavailable Currently unavailable
3 months Currently unavailable Currently unavailable Currently unavailable
6 months Currently unavailable Currently unavailable Currently unavailable
1 year Currently unavailable Currently unavailable Currently unavailable
3 years Currently unavailable Currently unavailable Currently unavailable
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD Currently unavailable Currently unavailable Currently unavailable
Since inception -2.21% Currently unavailable Currently unavailable

Currently unavailable

Currently unavailable