Goldman Sachs Multi Asset Factor Opportunities - I Cap USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -23.1 | 11.6 | 21.0 | -3.4 | -2.8 | |
+/-Cat | -20.6 | 5.5 | 7.4 | -2.0 | -8.0 | |
+/-B’mrk | -29.0 | 7.0 | 23.1 | -7.3 | -5.6 | |
Category: Multistrategy USD | ||||||
Category Benchmark: Morningstar US Con Tgt Allo... |
Key Stats | ||
NAV 23/04/2024 | USD 6340.82 | |
Day Change | -0.68% | |
Morningstar Category™ | Multistrategy USD | |
ISIN | LU1365052460 | |
Fund Size (Mil) 23/04/2024 | USD 17.53 | |
Share Class Size (Mil) 23/04/2024 | USD 0.00 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 30/06/2023 | 0.81% |
Investment Objective: Goldman Sachs Multi Asset Factor Opportunities - I Cap USD |
The Sub-Fund uses active management and aims to provide long term capital appreciation by investing in a set of factors (like momentum, value, carry and volatility) which are captured with rule-based long/short strategies. Factors display certain characteristics that are important in explaining their returns: - Momentum intends to benefit from the tendency that an asset’s relative performance will continue in the near future; - Value intends to benefit from perceived incorrect valuations by buying undervalued assets and selling overvalued assets; - Carry intends to benefit from the tendency that instruments with higher yields outperform those with lower yields; - Volatility intends to benefit from the tendency that volatility is trading at a higher level than the volatility that will be realized. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Osman Ali 13/11/2023 | ||
Dennis Walsh 13/11/2023 | ||
Click here to see others | ||
Inception Date 23/03/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Secured Overnight Financing Rate(SOFR) | Morningstar US Con Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Goldman Sachs Multi Asset Factor Opportunities - I Cap USD | 31/12/2023 |
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