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
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

7.48 %

1 Year rank in sector

70/139

Sector

FO Mixed Asset - Balanced

Yield
-
Fund size

£ 91.4 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.39 %4.45 %7.48 %0 %0 %
Sector0.08 %4.7 %7.58 %11.84 %30.59 %
Rank within sector49 / 14471 / 14470 / 139 / /
Quartile th2 nd2 nd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund5.71 %0 %0 %0 %0 %
Sector5.6 %5.2 %-0.3 %4.7 %7.52 %
Rank within sector62 / 141 / / / /
Quartile th2 nd th th th th

Price movement

52 week high112.66
52 week low103.37
Current bid price0
Current offer price0
Current mid price112.59

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-