Fund centre | Capital Group

Capital Group Sustainable Global Opportunities Fund (LUX) 

Investing where sustainability meets opportunity

Change of fund name. Click here for more information
Factsheet
Prospectus

Latest shareholder notices

View all shareholder notices

Analyst-Driven %

Data Coverage %

© 2024 Morningstar. All rights reserved. 

Calendar year past performance (PDF)

  • Past performance information is not indicative of future performance. Investors may not get back the full amount invested.  
  • The computation basis of the performance is based on the calendar year end, NAV-to-NAV, with dividend reinvested.
  • The past performance figures for each Class show by how much the Class increased or decreased in value during the calendar year being shown.
  • Performance data has been calculated in the currency indicated for each Class. The results expressed in a currency other than the US/HK dollar would be affected by fluctuations in the currency exchange rate between the said currency and the US/HK dollar.
  • Performance data includes ongoing charges and excludes any subscription fee (also referred to as sales charge) you might have to pay.

Composition of the Dividend Payment (PDF)

Fund

Fund Selector

    Share class

    Share Class Selector

      Currency

      Currency Selector

         

        Go

        Your selection has changed, please hit "GO" to refresh.

        Please wait. Page is being reloaded...

        Overview

        Results

        In the event that a share class has been closed and subsequently reactivated, the results during the closed period have been derived using a representative share class.

        The information in relation to the index is provided for context and illustration only. The fund is an actively managed UCITS. It is not managed in reference to a benchmark.

        Past results are not a guarantee of future results.

        Price & Distributions

        Portfolio

        cgsgolu

        Risk Considerations

        Risk factors you should consider before investing:

        • This material is not intended to provide investment advice or be considered a personal recommendation.
        • The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment.
        • Past results are not a guide to future results.
        • If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease. Currency hedging seeks to limit this, but there is no guarantee that hedging will be totally successful.
        • Some funds may invest in financial derivative instruments for investment purposes, hedging and/or efficient portfolio management.
        • There are additional Counterparty, Emerging markets, Equities, Liquidity, Operational and Sustainability risks associated with this fund.

         

        Fund risks

        Counterparty risk: Other financial institutions provide services to the fund such as safekeeping of assets, or may serve as a counterparty to financial contracts such as derivatives. There is a risk the counterparty will not meet their obligations.

        Emerging markets risk: Investments in emerging markets are generally more sensitive to risk events such as changes in the economic, political, fiscal and legal environment.

        Equities risk: The prices of equity securities may decline in response to certain events, including those directly involving the companies whose securities are owned by the fund, overall market changes, local, regional or global political, social or economic instability and currency fluctuations.

        Liquidity risk: In stressed market conditions, certain securities held by the fund may not be able to be sold at full value, or at all. This could cause the fund to defer or suspend redemptions of its shares, meaning investors may not have immediate access to their investment.

        Operational risk: The risk of potential loss resulting from inadequate or failed internal processes, people and systems or from external events.

        Sustainability risk: Environmental, social or governance event or condition that, if it occurs, could cause an actual or potential material negative impact on the value of an investment of the fund.

        Resources