Goldman Sachs ESG-Enhanced 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
£143.11
£-0.49 (-0.34%)
Fund Code
GSWMB
BLNMRQ4
LU1057462530
Prices updated as at 15 Apr 2024
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. As part of its investment process, the Investment Adviser generally seeks to exclude certain directly held transferable securities from the Portfolio based on the Investment Adviser’s application of certain environmental, social and governance (“ESG”) criteria.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | SICAV |
| Fund manager | Alexandra Wilson-Elizondo, David Copsey, Shoqat Bunglawala |
| 145.38 | |
| 127.61 | |
| Fund comparative index | Bloomberg Global Aggregate TR Hdg USD |
| Mixed Investment 20-60% Shares | |
| - | |
| 0.90 | |
| 0.28 | |
| 0.00 | |
| GBP Allocation 40-60% Equity | |
| No | |
| Fund provider | Goldman Sachs Asset Management B.V. |
| Share class launch date | 30 Jun 2014 |
| £172.95m | |
| - | |
| - | |
| - | |
| Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
