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Capital Group World Div Growers (LUX) B USD

Ranked 30 out of 34 in - Global Equity Income over 12 months
All calculations are in EUR unless stated

Managed by

Jeremy Burge

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

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 Belgium View performance globally

Performance

Global Equity Income over : 31/08/2017 - 31/08/2018
  • Rank 30/34 Total Return
  • Rank 4/34 Standard Deviation
  • Rank 13/34 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.3% 4.6%
2017 3.4% 3.6% -1.6% -1.0% 2.5%
2016 6.5% -2.6% 3.1% 2.8% 3.1%
2015 5.4% 13.4% -3.9% -8.8% 6.0%
2014 16.0% 0.5% 4.3% 5.5% 4.8%
2013 4.7%

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 investment1,000
  • 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).