Fact sheet: GS Bal Alloc Pfl

Fund information

Fund name
GS Balanced Allocation Portfolio R Acc
Fund company manager
Goldman Sachs Asset Management
Fund type
SIB
Fund manager(s)
Team Managed
since 23/05/2013
Fund objective
The Portfolio seeks to provide income and capital growth over the longer term. The portfolio will mostly invest in fixed income securities, shares or similar instruments, collective investment schemes and derivatives.
Benchmark
-
Investment style
Balanced
Investment method
None

Quick stats

1 Year return

10 %

1 Year rank in sector

52/146

Sector

FO Mixed Asset - Balanced

Yield
-
Fund size

£ 90.5 m

FE Risk score

31

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.34 %5.47 %10 %0 %0 %
Sector1.93 %4.52 %8.72 %15.35 %27.83 %
Rank within sector53 / 14955 / 15052 / 146 / /
Quartile th2 nd2 nd2 nd th th

Calendar performance

YTD-20182017201620152014
Fund1.66 %9.17 %0 %0 %0 %
Sector1.37 %8.4 %5.2 %-0.3 %4.7 %
Rank within sector55 / 14961 / 146 / / /
Quartile th2 nd2 nd th th th

Price movement

52 week high118.21
52 week low107.06
Current bid price0
Current offer price0
Current mid price118.21

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-