Capital Group Global Allocation Fund (LUX) Z
Category USD Moderate Allocation
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£20.07
£-0.12 (-0.59%)
Fund Code
CILZA
BH88TN0
LU1006080060
Prices updated as at 12 Dec 2025
Prices in GBP
Investment objective
The fund seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income. The Fund will seek to meet these objectives by investing worldwide primarily in listed Equities and Bonds of companies and governments and other fixed income securities including mortgage and asset backed securities, denominated in various currencies. These are usually listed or traded on other Regulated Markets. The eligible investment countries for the Fund include any country. In general, the Fund will seek to invest at least 45% of its total net assets in Equity and at least 25% of its total net assets in Investment Grade Bonds.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Capital International Management Company Sàrl
Fund launch date
31 Jan 2014
Domicile
Luxembourg
UCITS
Yes
Lead manager
Hilda Applbaum
Lead manager start date
31 Jan 2014
Lead fund manager biography
Hilda L. Applbaum is a portfolio manager at Capital Group. She also serves on the Global Solutions Committee. She has 37 years of investment industry experience and has been with Capital Group for 29 years. Earlier in her career, as an equity investment analyst at Capital, Hilda covered global convertible securities. Before joining Capital, she was a principal investment officer and director of research for the California Public Employees Retirement System, and a research analyst and economist at Federal Farm Credit Banks Funding Corp. in New York.
Lead manager
Tomonori Tani
Lead manager start date
01 Dec 2016
Lead fund manager biography
Tomonori Tani is an equity portfolio manager at Capital Group. He has 25 years of investment industry experience and has been with Capital Group for 19 years. Earlier in his career at Capital, he was an equity investment analyst covering Asian (excluding Australia and India) banks and financials. Prior to joining Capital, he was an analyst and team leader for the Japanese financial sector with Fidelity Investments Japan and a portfolio manager of Fidelity Select Financial Service Fund.
Head office
Luxembourg
avenue John F. Kennedy, L-1855
Kennedy
Luxembourg
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