Fact sheet: Capital Group InCmAmLX

Fund information

Fund name
Capital Group Investment Company of America (LUX) ZD GBP
Fund company manager
Capital Group
Fund type
SIB
Fund manager
Bradley J. Vogt
since 17/06/2016
Fund objective
The fund seeks to achieve long-term growth of capital and income by investing primarily in common stocks, most of which have a history of paying dividends. In the selection of these companies, potential for capital growth and future dividends are given more weight than current yield.
Benchmark
S&P 500
Investment style
None
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

11.97 %

1 Year rank in sector

96/208

Sector

FO Equity - USA

Yield
-
Fund size

£ 430.5 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.89 %-0.67 %11.97 %0 %0 %
Sector-2.25 %1.27 %10.98 %19.37 %68.87 %
Rank within sector33 / 219159 / 21496 / 208 / /
Quartile th1 st3 rd2 nd th th

Calendar performance

YTD-20172016201520142013
Fund3.12 %0 %0 %0 %0 %
Sector7.13 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector168 / 213 / / / /
Quartile th4 th th th th th

Price movement

52 week high9.3
52 week low7.74
Current bid price0
Current offer price0
Current mid price8.96

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-