Goldman Sachs Global Multi-Asset Balanced Portfolio R Inc GBP Partially-Hedged

Category GBP Allocation 40-60% Equity

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

Last buy/sell price

£160.33

arrow-up£0.43 (+0.27%)

Fund Code

GSWMB

BLNMRQ4

LU1057462530

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The Portfolio seeks total returns consisting of income and capital appreciation by investing primarily in global equity and fixed income securities.

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 , 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.

Company name

Goldman Sachs Asset Management B.V.

Fund launch date

30 Jun 2014

Domicile

Luxembourg

UCITS

Yes

Lead manager

David Copsey

Lead manager start date

30 Jun 2014

Lead fund manager biography

David is a Lead Portfolio Manager in the MAS Team, based in London, where he is a portfolio manager responsible for portfolio solutions for institutional and individual clients. David joined Goldman Sachs in 2008 in the Operations Division, supporting the Private Wealth Management Business. He then moved to a role in the Portfolio Control and Analysis Team, working alongside the Institutional Business. In 2010, David moved to the UK Institutional Sales Team where he was responsible for new business and managing existing relationships with UK and Irish corporate pension schemes. David graduated from Loughborough University with a BA in international business, having spent his penultimate year working for the Goldman Sachs Private Bank AG in Zurich, Switzerland.

Fund manager

Shoqat Bunglawala

Manager start date

30 Jun 2016

Fund manager biography

Shoqat has over 25 years of experience in finance and is a Managing Director within Multi-Asset Solutions at Goldman Sachs Asset Management. He has studied at London School of Economics and holds a CFA Charter.

Head office

Prinses Beatrixlaan 35

Den Haag

Netherlands

2595 AK

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Important Information

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