Goldman Sachs Gl Eq Partners ESG Pf Base Acc

Ranked 105 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The Goldman Sachs Global Equity Partners ESG Portfolio (the Portfolio) seeks long-term capital appreciation by investing in a concentrated portfolio of equity securities of companies that are domiciled anywhere in the world, which in the view of the Investment Adviser, exhibit strong or improving environmental, social and governance (ESG) leadership, a strong industry position and financial resiliency relative to their regional peers. The Portfolio will typically invest in 25-40 companies.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.8%
2018 -3.2% -6.3% 10.3% 4.4% -10.3%
2017 10.8% 3.6% 3.3% -0.1% 3.6%
2016 18.7% -1.1% 5.0% 9.0% 4.8%
2015 1.6% 6.0% -4.4% -7.4% 8.2%
2014 7.6% -0.2% 1.6% 2.2% 3.9%
2013 21.4% 14.3% -0.2% 1.6% 4.7%
2012 10.2% 9.4% -6.2% 4.4% 2.9%
2011 -10.0% 2.0% -1.6% -15.7% 6.3%
2010 10.4% 5.8% -10.3% 8.8% 6.9%
2009 20.6% -8.0% 3.1% 20.6% 5.5%
2008 -6.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
USD Cash 4.58%
Abbott Laboratories ORD 4.56%
Novo Nordisk A/S ORD 4.24%
Alphabet Inc ORD 3.98%
Royal Dutch Shell PLC ORD 3.92%
Nike Inc ORD 3.63%
Boston Scientific Corp ORD 3.61%
Reckitt Benckiser Group PLC ORD 3.59%
Wells Fargo & Co ORD 3.54%
UBS Group AG ORD 3.46%
28/02/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Iceland
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Portugal
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date16/09/2008
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0377748123

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).