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

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£184.54

arrow-down£-1.61 (-0.86%)

Fund Code

GSWMG

BLNMS16

LU1057463777

Prices updated as at 15 Nov 2024

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 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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Above Average
Morningstar risk	High
Morningstar rating	star-filledstar-filledstar-filled
5 - year
Morningstar return	Above Average
Morningstar risk	Above Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled
10 - year
Morningstar return	Above Average
Morningstar risk	Above Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled
Overall
Morningstar return	Above Average
Morningstar risk	Above Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled

Potentially lower returns

Potentially higher returns

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

Risk measures as of 31 Oct 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	2.02	-1.05
	1.22	1.20
	1.52	-0.26
	82.47	87.30
	2.07	0.04
	7.59	10.63
	3.42	4.09

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.

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