Goldman Sachs Global Multi-Asset Income Portfolio R GBP-Partially-Hedged (Gross MDist)Register to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.6 | 10.3 | -13.3 | 12.3 | 1.1 | |
+/-Cat | 0.6 | 2.2 | -2.8 | 4.8 | 0.6 | |
+/-B’mrk | -0.6 | 2.3 | -4.0 | 3.0 | -0.1 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 28/03/2024 | GBP 100.48 | |
Day Change | 0.35% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | LU1046681943 | |
Fund Size (Mil) 28/03/2024 | USD 476.71 | |
Share Class Size (Mil) 28/03/2024 | GBP 5.85 | |
Max Initial Charge | 5.50% | |
Ongoing Charge 24/11/2023 | 0.81% |
Investment Objective: Goldman Sachs Global Multi-Asset Income Portfolio R GBP-Partially-Hedged (Gross MDist) |
The Portfolio seeks total returns consisting predominantly of income with the potential for capital appreciation by investing primarily in equity and fixed income securities, with a focus on higher income yielding securities. The Portfolio will, under normal circumstances, invest at least two thirds of its net assets in equity and/or equity related Transferable Securities and fixed income Transferable Securities of issuers located anywhere in the world. The Investment Adviser will generally seek to predominantly hedge the Portfolio’s currency exposure back to the US Dollar. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
David Copsey 28/12/2018 | ||
Alexandra Wilson-Elizondo 30/09/2022 | ||
Click here to see others | ||
Inception Date 11/04/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
40% MSCI World 100% Hdg NR USD , 40% ICE BofA US HY BB-B Cons hdg TR USD , 20% Bloomberg Gbl Agg Corp TR USD | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Goldman Sachs Global Multi-Asset Income Portfolio R GBP-Partially-Hedged (Gross MDist) | 31/01/2024 |
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