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GOLDMAN SACHS STERLING LIQUID RESERVE I DIS - Fund overview

Bestinvest rating 5 stars


Overview of GOLDMAN SACHS STERLING LIQUID RESERVE I DIS

This fund’s investment objectives are to maximise current income, preserve capital and maintain liquidity. This is achieved by investing in a diversified portfolio of short term, high quality money market securities denominated in sterling. Investment decisions are based on a five stage process including the management of credit and liquidity risks. The yield that investors receive is calculated on a daily basis and can be found in the 'Income rates' section of our website.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  June, 2000
Size  £6,048m
Yield 0.6%
Charging basis  Income
Dividends paid  Monthly
Bid price(inc) 100.00p
Bid price(acc) 1,389,124.00p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 0.15%
Total expense ratio 0.15%
Reduction in yield (10yr) 0.15%

Bestinvest says


Historically the fund has returned approximately LIBOR before charges and should be ideal for short term cash positions. This is the institutional sterling share class. This fund has a maximum Weighted Average Maturity of 60 days, although this typically ranges at lower levels to ensure daily liquidity, and will only invest in individual securities with a maximum duration of 397 days. These maximum duration restrictions, coupled with other constraints on the fund, mean it qualifies as an Institutional Money Market Funds Association (IMMFA) member fund. It benefits from management of yield curve exposure and credit risk analysis by Goldman’s credit department.

Portfolio

goldman sachs sterling liquid reserve i dis asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 100%

No data available.

No data available.

Investment process


The investment process for this fund is based on five stages. The first accounts for the core of the process and incorporates credit risk analysis conducted by the Goldman Sachs Credit Department, interest rate risk analysis and liquidity analysis. The next step in the process involves a weekly management team discussion on the strategy and portfolio composition of the fund as well as consideration of macroeconomic themes. At the third stage the optimum yield curve exposure is sought, incorporating liquidity issues and the strategic view. The Credit department then compiles an approved list of money market instruments that is continually monitored. Finally, the portfolio is constructed subject to credit and market liquidity constraints and will have a weighted average maturity of no more than 60 days although it will usually range between 30-50 days. The fund may invest in first tier government securities, commercial paper and floating and variable rate obligations, all of which will be denominated in sterling. This will include debt issued by UK companies, gilts and sterling denominated debt of non-UK companies. LIBOR is the average rate at which banks lend to each other.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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