Goldman Sachs Glo Mlt-Ast Csv Pf Base Acc USD

Ranked 12 out of 25 in - Conservative USD over 12 months
All calculations are in GBP unless stated

Managed by

Christopher Lvoff

Objective

The Portfolio seeks total returns consisting of income and capital appreciation by investing primarily in global equity and fixed income securities, with a focus on fixed income securities. The Portfolio will, under normal circumstances, invest at least two thirds of its net assets in equity and/or equity related Transferable Securities and fixed income Transferable Securities of issuers located anywhere in the world.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative USD over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.6%
2018 0.2% -4.9% 5.5% 2.0% -2.1%
2017 -1.6% 1.1% -2.0% -1.4% 0.7%
2016 23.6% 3.7% 8.0% 5.6% 4.4%
2015 4.9% 6.3% -6.3% 1.0% 4.4%
2014 4.6% 4.4%

Month by Month Performance

Returns Vs Risk

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 date30/06/2014
  • Share Class size04Mn
  • Base currencyUSD
  • ISIN LU1057460674

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment1.25%

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