Capital Group European Growth and Income Fund (LUX) Zh-GBP

Name
Capital Group European Growth and Income Fund (LUX) Zh-GBP
Manager
Capital International Management Company Sàrl
Type
SICAV
ISIN
LU1217766770
Sector
Europe Including UK
Launched
14/04/2015
OCF
0.9 %
3 Year Sharpe
0.56
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 4.50 %
Barclays PLC 3.93 %
British American Tobacco PLC 3.89 %
Total SA 3.82 %
Novartis AG 3.56 %
Pernod Ricard SA 2.69 %
E.ON SE 2.65 %
Orsted A/S 2.64 %
Royal Dutch Shell PLC Class A 2.51 %
Glencore PLC 2.50 %
Region %
Eurozone 45.45 %
United Kingdom 31.30 %
Europe - ex Euro 18.13 %
Sector %
Financial Services 17.14 %
Consumer Cyclical 16.62 %
Industrials 12.61 %
Basic materials 11.61 %
Consumer Defensive 11.51 %
Utilities 8.82 %
Energy 8.69 %
Healthcare 7.02 %
Name
Capital International Management Company Sàrl
Address
Kennedy, Luxembourg
UCITS
Yes
Legal Structure
SICAV

Managers

Jesper Lyckeus
Joined 10/01/2019

Jesper Lyckeus is an equity portfolio manager at Capital Group. He has 22 years of investment experience and has been with Capital Group for 21 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. and global telecom equipment, European capital goods, electronics and semiconductor companies, along with Scandinavian companies. Prior to joining Capital, Jesper was a senior consultant for Bossard Consultants in Sweden. He holds an MBA from INSEAD, France, and a bachelor’s degree in economics and business administration from the Stockholm School of Economics, Sweden. Jesper is based in London.

Joerg Sponer
Joined 10/01/2019
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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