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GOLDMAN SACHS US EQUITY ESG R GBP

Bestinvest LogoInvests in US equities

PRICE (INC)

3756p

PRICE (ACC)

-

INITIAL CHARGE

5.5%

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.91%

YIELD

0.1%

1 YEAR
1.72%
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Prices as at 04 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The Portfolio seeks long-term capital appreciation by investing primarily in a concentrated portfolio of equity securities of US companies that the Investment Adviser believes adhere to the Portfolio’s environmental, social and governance (“ESG”) criteria, exhibit a strong or improving ESG leadership, a strong industry position and financial resiliency relative to their regional peers. As part of the ESG investment process, the Portfolio will also seek to exclude from its investment universe companies that are, in the opinion of the Investment Adviser, directly engaged in and/or generating significant revenues from different sectors which, as at the date of the Prospectus, include but are not limited to tobacco, alcohol, weapons, adult entertainment and gambling. The list of excluded categories may be amended at the discretion of the Investment Adviser from time to time.

Fund summary

SectorNorth America
StructureOFFSHORE FUND
LaunchedDecember 2012
Size£577m
Yield0.1%
Dividends paidDecember

Charges

Standard Initial Charge5.5%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.91%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning