Goldman Sachs Global Multi-Asset Income Portfolio Base USD (Cap MDist)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 2.7 | 10.9 | -1.9 | 6.1 | 2.8 | |
+/-Cat | -1.5 | 2.6 | 1.5 | 2.0 | -0.4 | |
+/-B’mrk | - | 2.4 | 0.7 | -1.3 | -0.6 | |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 14/05/2024 | USD 92.92 | |
Day Change | -0.25% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | LU1811214755 | |
Fund Size (Mil) 13/05/2024 | USD 480.89 | |
Share Class Size (Mil) 13/05/2024 | USD 80.01 | |
Max Initial Charge | 5.50% | |
Ongoing Charge 16/02/2024 | 1.46% |
Investment Objective: Goldman Sachs Global Multi-Asset Income Portfolio Base USD (Cap 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 02/05/2018 |
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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 EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Goldman Sachs Global Multi-Asset Income Portfolio Base USD (Cap MDist) | 31/03/2024 |
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