Goldman Sachs Multi Asset Factor Opportunities - I Cap GBP (hedged i)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -21.0 | 10.0 | 7.6 | 1.8 | -5.0 | |
+/-Cat | -17.7 | 4.9 | 6.3 | -2.4 | -9.5 | |
+/-B’mrk | -26.6 | 10.3 | 20.8 | -4.1 | -4.0 | |
Category: Multistrategy GBP | ||||||
Category Benchmark: Morningstar UK Cau Tgt Allo... |
Key Stats | ||
NAV 03/05/2024 | GBP 98.20 | |
Day Change | -0.85% | |
Morningstar Category™ | Multistrategy GBP | |
IA (formerly IMA) Sector | - | |
ISIN | LU1557066518 | |
Fund Size (Mil) 03/05/2024 | USD 17.55 | |
Share Class Size (Mil) 03/05/2024 | USD 0.58 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 30/06/2023 | 0.83% |
Investment Objective: Goldman Sachs Multi Asset Factor Opportunities - I Cap GBP (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 22/02/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Secured Overnight Financing Rate(SOFR) | Morningstar UK Cau Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Goldman Sachs Multi Asset Factor Opportunities - I Cap GBP (hedged i) | 29/02/2024 |
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