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Goldman Sachs Glo CORE Eq Pf Base USD (Snap)

Ranked 50 out of 358 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Osman Ali

Osman is a member of the research and portfolio management team within Goldman Sachs Aseet Management's Quantitative Investment Strategies Group. The Skandia USA fund is one of the quantitative equity portfolios that is managed by a team of portfolio managers, where Osman’s responsibilities include portfolio management, research and implementing optimal portfolio construction techniques. Osman joined Goldman Sachs in 2003 and joined the Quantitative Investment Strategies team in 2005. Osman received a Bachelors degree in Engineering from Cornell University in 2003. He also received a Masters degree in Mathematics from Columbia University and is a CFA charterholder.

Objective

The Goldman Sachs Global CORE Equity Portfolio (the Portfolio) seeks long-term capital appreciation by investing primarily in equity securities of companies that are domiciled anywhere in the world. Utilising the CORE strategy, 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 world. Equity and equity related Transferable Securities may include common stock, preferred stock, warrants and other rights to acquire stock, ADRs, EDRs and GDRs.

Showing fund performance in Belgium View performance globally

Performance

Global over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.8% -1.9% 2.4%
2016 10.3% -6.0% 1.9% 3.6% 11.1%
2015 15.0% 14.6% -2.9% -6.7% 10.8%
2014 25.5% 2.6% 6.1% 6.8% 8.0%
2013 26.3% 11.9% 0.8% 4.8% 6.9%
2012 12.4% 8.6% -0.1% 5.7% -1.9%
2011 -3.9% 0.2% -0.6% -12.5% 10.3%
2010 16.8% 7.6% -3.1% 1.5% 10.3%
2009 23.1% -7.2% 9.8% 13.0% 6.9%
2008 -39.9% -18.3% 0.3% -8.8% -19.5%
2007 -3.9% 2.0% 5.0% -5.0% -5.6%
2006 7.7% 6.1% -7.6% 5.4% 4.1%
2005 29.5% 2.0% 10.0% 8.7% 6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Ireland
  9. Italy
  10. Liechtenstein
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Portugal
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date14/10/2004
  • Share Class size69Mn
  • Base currencyUSD
  • ISIN LU0203365449

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).