Goldman Sachs Global Future Generations Equity Portfolio Base Acc USD
Equity fund
1 year
USA
Largest region
High
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- 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 consumption patterns of younger generations. 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.
Investment horizon
- Goldman Sachs Global Future Generations Equity Portfolio Base Acc 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
09 Feb 2026
- Margin rate
- Start date18 Sept 2012
- ISINLU0786609619
Risk
- High (5 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.
- Apple Inc9.4%
- NVIDIA Corp8.2%
- Amazon.com Inc7.3%
- Broadcom Inc5.4%
- Alphabet Inc Class C5.0%
- Taiwan Semiconductor Manufacturing Co Ltd4.7%
- Eli Lilly and Co4.0%
- Mastercard Inc Class A3.3%
- Netflix Inc3.1%
- TJX Companies Inc2.6%