Goldman Sachs Global Multi-Asset Growth Portfolio R Inc GBP Partially-Hedged

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£177.71

arrow-down£-1.51 (-0.84%)

Fund Code

GSWMG

BLNMS16

LU1057463777

Prices updated as at 19 Jul 2024
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Prices in GBP
Investment 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 equity securities.
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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAbove Average
Morningstar riskHigh
Morningstar rating
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5 - year
Morningstar returnAbove Average
Morningstar riskAbove Average
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskAbove Average
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskAbove Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 30 Jun 2024

Ratios
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1 year3 years
-0.28-1.09
1.311.20
0.56-0.23
90.2488.55
0.990.15
9.7710.79
3.753.98

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.