Goldman Sachs Europe CORE Equity Portfolio R Inc GBP
Category Europe Large-Cap Blend Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£26.36
£0.64 (+2.49%)
Fund Code
GSEEI
B99B9R6
LU0858292385
Prices updated as at 02 May 2025
Prices in GBP
Investment objective
The Portfolio seeks long-term capital appreciation by investing primarily in equity securities of European companies. Utilising the CORE® strategy, as detailed at the start of Section C, the Portfolio will, under normal circumstances, invest at least two thirds of its net assets in equity and/or equity related Transferable Securities and Permitted Funds which provide exposure to companies that are domiciled in, or which derive the predominant proportion of their revenues or profits from Europe.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | Europe Large-Cap Blend Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 7.46 | 5.47 |
| 31 Mar 15 - 31 Mar 16 | 1.07 | -3.39 |
| 31 Mar 16 - 31 Mar 17 | 31.53 | 22.04 |
| 31 Mar 17 - 31 Mar 18 | 4.80 | 2.39 |
| 31 Mar 18 - 31 Mar 19 | 1.69 | 0.19 |
| 31 Mar 19 - 31 Mar 20 | -15.63 | -11.45 |
| 31 Mar 20 - 31 Mar 21 | 37.12 | 32.28 |
| 31 Mar 21 - 31 Mar 22 | 10.10 | 5.19 |
| 31 Mar 22 - 31 Mar 23 | 4.69 | 5.12 |
| 31 Mar 23 - 31 Mar 24 | 16.34 | 9.81 |
| 31 Mar 24 - 31 Mar 25 | 8.00 | 1.53 |
Trailing returns (%)
| Year | This fund | Europe Large-Cap Blend Equity |
|---|---|---|
| 1 Day | 2.49 | 2.10 |
| 1 Month | 3.74 | 2.27 |
| 3 Months | 4.60 | 1.37 |
| 6 Months | 11.76 | 6.93 |
| 1 Year | 13.89 | 6.96 |
| 3 Years annualised | 11.31 | 8.28 |
| 5 Years annualised | 13.92 | 10.29 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
