Fact sheet: GS WB MAsset Cons Pfl

Fund information

Fund name
GS Wealthbuilder Multi Asset Conservative Portfolio R (GBP Partially-Hedged)
Fund company manager
Goldman Sachs Asset Management
Fund type
SIB
Fund manager
Team Managed
since 30/06/2014
Fund objective
The Portfolio seeks to provide income and capital growth over the longer term. The Portfolio will mostly invest in fixed income securities and shares or similar instruments with a focus on fixed income securities. The Portfolio will invest in investment grade and below investment grade (high yield) fixed income securities of any type of issuer based anywhere in the world, including Emerging Markets. The Portfolio will also invest in shares or similar instruments relating to companies anywhere in the world, including Emerging Markets. The Portfolio will invest in such securities, directly and/or via investments in other collective investment schemes that invest in fixed income securities and shares or similar instruments. Such collective investment schemes may be managed by Goldman Sachs Asset Management or any of its associates.
Benchmark
-
Investment style
Cautious
Investment method
Mixed

Performance snapshot

Quick stats

1 Year return

4.85 %

1 Year rank in sector

-

Sector

FO Mixed Asset - Cautious

Yield
-
Fund size

£ 628.6 m

FE Risk score

35

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.34 %2.31 %4.85 %15.2 %0 %
Sector0.13 %2.06 %3.61 %7.63 %17.3 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund4.05 %8.68 %1.05 %0 %0 %
Sector3.67 %3.63 %-0.7 %4.28 %4.19 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha2.62
Beta0.97
Sharpe0.42
Volatility3.76
Tracking error1.36
Information ratio1.85
R-Squared0.87

Price movement

52 week high113.51
52 week low107.87
Current bid price0
Current offer price0
Current mid price112.63

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-