Fact sheet: GS WB MAsset Gth Pfl

Fund information

Fund name
GS Wealthbuilder Multi-Asset Growth 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 capital growth and income over the longer term. The Portfolio will mostly invest in shares or similar instruments and fixed income securities with a focus on shares or similar instruments. The Portfolio will invest in shares or similar instruments relating to companies anywhere in the world, including Emerging Markets. The Portfolio will also 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 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
Aggressive
Investment method
Mixed

Performance snapshot

Quick stats

1 Year return

13.81 %

1 Year rank in sector

-

Sector

FO Mixed Asset - Aggressive

Yield
-
Fund size

£ 241.2 m

FE Risk score

71

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Fund name3 years
SEI Aggr46.38%
HSBC Pfl Wld Seltn 544.14%
FstEgleAmunIntl42.16%
SEI Growth39.38%
Capital Group GAIGrL37.32%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.17 %6.28 %13.81 %29.18 %0 %
Sector0.59 %6.3 %10.84 %15.78 %41.1 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund8.22 %15.57 %0.73 %0 %0 %
Sector7.77 %6.77 %0 %4.64 %11.35 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha3.91
Beta0.93
Sharpe0.67
Volatility7.39
Tracking error2.69
Information ratio1.32
R-Squared0.87

Price movement

52 week high127.35
52 week low111.13
Current bid price0
Current offer price0
Current mid price126.96

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-