Goldman Sachs Global Equity Income Portfolio Base Inc USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- 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
- NAV/Price
11 Dec 2025
- Margin rate
- 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
Annual cost
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- JPMorgan Chase & Co4.1%
- Microsoft Corp3.1%
- Shell PLC2.8%
- Wells Fargo & Co2.5%
- Morgan Stanley2.2%
- Walmart Inc2.2%
- NatWest Group PLC2.1%
- Johnson & Johnson2.1%
- Taiwan Semiconductor Manufacturing Co Ltd2.0%
- Xcel Energy Inc2.0%