Capital Group Capital Income Builder (LUX) Zd

Category USD Aggressive Allocation

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£11.0538

arrow-up£0.006 (+0.06%)

Fund Code

CIZDI

BDZRLK3

LU1820812300

Prices updated as at 22 May 2026

Prices in GBP

Investment objective

The fund seeks to provide a level of current income that exceeds the average yield on U.S. stocks generally and to provide a growing stream of income over the years, expressed in USD, as the Fund’s primary objectives. The Fund’s secondary objective is to provide growth of capital. The Fund invests primarily in a broad range of income-producing securities, including common stocks and bonds. The Fund may also invest significantly in common stocks, bonds and other securities of issuers domiciled outside the United States.

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 or Product Summary document , 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.

Fund status	Open
Fund type	SICAV
Fund manager	James Lovelace, Grant Cambridge, William Robbins, Fergus MacDonald, Alfonso Barroso, Winnie Kwan, Dimitrije Mitrinovic, Charles Ellwein, Aline Avzaradel, Saurav Jain, Andrea Montero, Brian Wong, David Hoag
	11.05
	9.44
Fund comparative index	Bloomberg US Agg Bond TR USD
	Specialist
	-
	0.86
	0.08
	0.00
	USD Aggressive Allocation
	No
Fund provider	Capital International Management Company Sàrl
Share class launch date	21 Sep 2018
	£884.23m
	-
	2.10
	-
	Quarterly

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.