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GS Global Multi-Asset Balanced Portfolio -U

Change Details
Title GS Global Multi-Asset Balanced Portfolio -U
Type Objective and policy changes
Companies Impacted Old Mutual Wealth Limited & Old Mutual Wealth Life & Pensions Limited
Effective Date 10 March 2021
Change Details Name and Objective change
Old objective: Seeks total returns consisting of income and capital appreciation by investing primarily in global equity and fixed income securities.
Please note: Seeks total returns consisting of income and capital appreciation by investing primarily in global equity and fixed income securities. As part of its investment process, the Investment Adviser implements an approach to integrating Environmental, Social and Governance (ESG) considerations into its investment process which may consist of: (i) exclusionary screens and (ii) integration of ESG factors into the investment process for evaluating companies and issuers.
1. Fund details  
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Fund Group Goldman Sachs Asset Management Global Services Limited
Fund Name GS Global Multi-Asset Balanced Portfolio -U
Type of change Name & Objective Change
Date change effective from 10/03/2021
Is the event subject to shareholder approval? No
2. Name change details  
Previous fund name GS Global Multi-Asset Balanced Portfolio -U
New fund name GS ESG-Enhanced Global Multi-Asset Balanced Portfolio -U
3. Fund objectives  
Previous fund objective Seeks total returns consisting of income and capital appreciation by investing primarily in global equity and fixed income securities.
New fund objective Seeks total returns consisting of income and capital appreciation by investing primarily in global equity and fixed income securities. As part of its investment process, the Investment Adviser implements an approach to integrating Environmental, Social and Governance (ESG) considerations into its investment process which may consist of: (i) exclusionary screens and (ii) integration of ESG factors into the investment process for evaluating companies and issuers.