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GOLDMAN SACHS US EQUITY PORTFOLIO I GBP - Fund overview

No Bestinvest rating


Overview of GOLDMAN SACHS US EQUITY PORTFOLIO I GBP

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. GOLDMAN SACHS US EQUITY PORTFOLIO I GBP does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  September, 2010
Size  £881m
Yield 0.0%
Charging basis  –
Dividends paid  Dec
Bid price 1,114.00p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 0.75%
Total expense ratio 0.75%
Reduction in yield (10yr) 0.75%

Bestinvest says


No information available.

Portfolio

goldman sachs us equity portfolio i gbp asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 2%
goldman sachs us equity portfolio i gbp equity geographic illustration
Allocation Proportion
UK
Europe
Nth America 100%
Japan
Pacific
Other Equity
goldman sachs us equity portfolio i gbp equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


For investors seeking long-term capital appreciation by investing primarily in the equity securities of US companies.

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.

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