Goldman Sachs Multi Asset Factor Opportunities - Z Cap EUR (hedged i)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -16.6 | 3.3 | 12.2 | -1.5 | -6.6 | |
+/-Cat | -21.0 | 5.6 | 9.2 | -2.7 | -8.1 | |
+/-B’mrk | -26.2 | 7.1 | 20.2 | -6.1 | -5.1 | |
Category: Multistrategy EUR | ||||||
Category Benchmark: Morningstar EU Cau Gbl Tgt ... |
Key Stats | ||
NAV 03/05/2024 | EUR 5695.00 | |
Day Change | -0.60% | |
Morningstar Category™ | Multistrategy EUR | |
ISIN | LU1365052544 | |
Fund Size (Mil) 03/05/2024 | USD 17.55 | |
Share Class Size (Mil) 03/05/2024 | USD 4.11 | |
Max Initial Charge | - | |
Ongoing Charge 30/06/2023 | 0.23% |
Investment Objective: Goldman Sachs Multi Asset Factor Opportunities - Z Cap EUR (hedged i) |
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 29/03/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Secured Overnight Financing Rate(SOFR) | Morningstar EU Cau Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Goldman Sachs Multi Asset Factor Opportunities - Z Cap EUR (hedged i) | 29/02/2024 |
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