Goldman Sachs Global Millennials Equity Portfolio Base Acc USD

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Performance History31/07/2021
Growth of 1,000 (GBP) Advanced Graph
Goldman Sachs Global Millennials Equity Portfolio Base Acc USD
Fund15.3-0.630.149.98.3
+/-Cat-1.74.25.926.2-1.6
+/-B’mrk-3.51.92.520.4-1.7
 
Key Stats
NAV
04/08/2021
 USD 32.86
Day Change 0.84%
Morningstar Category™ Global Large-Cap Growth Equity
ISIN LU0786609619
Fund Size (Mil)
04/08/2021
 USD 2651.52
Share Class Size (Mil)
04/08/2021
 USD 358.02
Max Initial Charge -
Ongoing Charge
10/03/2021
  1.71%
Investment Objective: Goldman Sachs Global Millennials Equity Portfolio Base Acc USD
The Goldman Sachs Global Millennials Equity Portfolio (the “Portfolio”) seeks long-term capital appreciation by investing primarily in equity securities of companies that are domiciled anywhere in the world, which in the view of the Investment Adviser, are beneficiaries from the behavior of the Millennials generation. Until 3rd January 2016 the Portfolio was named Goldman Sachs Global Equity Unconstrained Portfolio. On the 4th January 2016, the Portfolio changed its investment objective and strategy, and as a result the Portfolio’s name changed to Goldman Sachs Global Millennials Equity Portfolio.
Returns
Trailing Returns (GBP)04/08/2021
YTD8.33
3 Years Annualised22.23
5 Years Annualised20.41
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Nathan Lin
08/07/2019
Alexis Deladerrière
05/04/2019
Click here to see others
Inception Date
19/09/2012
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI Growth NR USDMSCI ACWI Growth NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Goldman Sachs Global Millennials Equity Portfolio Base Acc USD30/06/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.060.0098.06
Bond0.570.000.57
Property0.000.000.00
Cash1.380.001.38
Other0.000.000.00
Top 5 Regions%
United States61.53
Asia - Developed10.12
Asia - Emerging9.91
Eurozone7.97
Latin America3.73
Top 5 Sectors%
Communication Services33.82
Consumer Cyclical26.49
Technology14.77
Financial Services6.09
Healthcare4.89
Top 5 HoldingsSector%
Amazon.com IncConsumer CyclicalConsumer Cyclical5.96
Alphabet Inc Class CCommunication ServicesCommunication Services4.94
Facebook Inc ACommunication ServicesCommunication Services4.16
Mastercard Inc AFinancial ServicesFinancial Services3.15
MercadoLibre IncConsumer CyclicalConsumer Cyclical3.12
Goldman Sachs Global Millennials Equity Portfolio Base Acc USD

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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