Capital Group European Growth and Income Fund (LUX) Z GBP

Name
Capital Group European Growth and Income Fund (LUX) Z GBP
Manager
Capital International Management Company Sàrl
Type
SICAV
ISIN
LU0817813115
Sector
Europe Including UK
Launched
06/04/2016
OCF
0.9 %
Risk Rating
2
3 Year Sharpe
0.58
3 Year Alpha
-1.71
Yield
0 %
Benchmark
MSCI Europe NR EUR
The fund seeks to achieve long-term growth of capital and income by investing in companies domiciled and/or having their principal place of business in Europe. Preservation of capital is also a priority.
Holding %
Prudential PLC 4.22 %
Novartis AG 4.07 %
British American Tobacco PLC 3.99 %
Barclays PLC 3.85 %
Total SA 3.72 %
Orsted A/S 2.91 %
Aena SME SA 2.78 %
Pernod Ricard SA 2.61 %
Royal Dutch Shell PLC Class A 2.41 %
E.ON SE 2.26 %
Region %
Eurozone 42.43 %
United Kingdom 34.08 %
Europe - ex Euro 18.62 %
Sector %
Financial Services 17.53 %
Consumer Cyclical 17.18 %
Industrials 12.88 %
Consumer Defensive 11.83 %
Basic materials 10.85 %
Energy 8.59 %
Utilities 8.37 %
Healthcare 7.37 %
Name
Capital International Management Company Sàrl
Address
Kennedy, Luxembourg
UCITS
Yes
Legal Structure
SICAV

Managers

Michael Cohen
Joined 09/09/2019

Michael Cohen is an equity portfolio manager at Capital Group. He has 27 years of investment experience and has been with Capital Group for 18 years. Earlier in his career, as an equity investment analyst at Capital, Michael covered European utilities companies, as well as companies domiciled in Israel. Before joining Capital, he was a research analyst with both Schroders and Salomon Brothers in London. He holds an MBA from the London Business School and a bachelor’s degree in accounting and economics from Tel Aviv University. Michael is based in London.

Caroline Randall
Joined 01/01/2017

Caroline Randall is a portfolio manager at Capital Group. As an equity investment analyst she covers European utilities companies. She has over 20 years of investment experience and has been with Capital Group since 2006. Earlier in her career at Capital, she also covered European transportation companies. Prior to joining Capital, she was head of European utilities research at J.P. Morgan. Before that, she was an analyst with Schroder Securities and an associate in investment banking at Deutsche Bank. She holds both a master’s and bachelor’s degree in economics from the University of Cambridge. Caroline is based in London.

David Riley
Joined 02/01/2013

David M. Riley is an equity portfolio manager at Capital Group. He has 24 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, David covered European and Latin American telecommunication companies and European media companies. David holds an MBA from Harvard Business School and a bachelor’s degree in electronics from the University of Southampton in England. He is also a Licentiate of London and Guildhall Schools of Music. David is based in London.

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