Goldman Sachs Global Equity Income Portfolio Base Inc USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Fondet investerer i aksjer over hele verden.
Investment horizon
- Goldman Sachs Global Equity Income Portfolio Base Inc USD is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
05 Jun 2025
- Start date03 Dec 1992
- ISINLU0040769829
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Costs
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- JPMorgan Chase & Co3.5%
- Microsoft Corp3.1%
- Shell PLC2.8%
- Wells Fargo & Co2.4%
- Coca-Cola Co2.3%
- Walmart Inc2.3%
- Honeywell International Inc2.2%
- TotalEnergies SE2.2%
- NatWest Group PLC2.1%
- McDonald's Corp2.1%