Goldman Sachs Global Millennials Equity Portfolio I Inc GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 50.8 | 9.4 | -31.5 | 16.0 | 14.2 |
![]() | +/-Cat | 27.1 | -5.1 | -13.4 | 0.0 | 5.4 |
![]() | +/-B’mrk | - | -8.6 | -12.5 | -6.3 | 0.6 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 14/08/2024 | GBP 28.18 | |
Day Change | 0.00% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | LU1341142583 | |
Fund Size (Mil) 14/08/2024 | USD 1559.77 | |
Share Class Size (Mil) 14/08/2024 | GBP 3.85 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.83% |
Investment Objective: Goldman Sachs Global Millennials Equity Portfolio I Inc GBP |
The Portfolio seeks long-term capital appreciation by investing primarily in equity securities of companies that are domiciled anywhere in the world, which in the view of the Investment Adviser, are beneficiaries from the behavior of the Millennials generation. 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 anywhere in the world which, in the view of the Investment Adviser, are beneficiaries from the behaviour of the Millennials generation, defined as individuals born between 1980 and 1999. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Alexis Deladerrière 05/04/2019 | ||
Nathan Lin 08/07/2019 | ||
Click here to see others | ||
Inception Date 13/01/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI Growth NR USD | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Goldman Sachs Global Millennials Equity Portfolio I Inc GBP | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.46 |
![]() | ![]() | 8.45 |
![]() | ![]() | 7.30 |
![]() | ![]() | 6.48 |
![]() | ![]() | 5.53 |
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Goldman Sachs Global Millennials Equity Portfolio I Inc GBP |