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Goldman Sachs Europe CORE Equity Pf Base EUR

Ranked 301 out of 1001 in - Europe over 12 months
All calculations are in USD 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 Portfolio seeks long-term capital appreciation by investing primarily in equity securities of European companies. 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 in, or which derive the predominant proportion of their revenues or profits from Europe.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Europe over : 31/03/2017 - 31/03/2018
  • Rank 301/1001 Total Return
  • Rank 406/1001 Standard Deviation
  • Rank 713/1001 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8%
2017 28.4% 7.7% 8.6% 7.0% 2.6%
2016 3.2% -2.0% -2.7% 7.6% 0.6%
2015 3.7% 4.1% 1.8% -6.4% 4.5%
2014 -4.4% 4.5% 3.6% -7.4% -4.7%
2013 25.5% 2.5% -0.5% 13.5% 8.5%
2012 20.5% 11.1% -6.2% 9.2% 5.8%
2011 -17.5% 5.6% 1.6% -27.2% 5.7%
2010 2.8% -2.4% -15.7% 19.4% 4.5%
2009 35.3% -13.8% 23.7% 24.3% 2.2%
2008 -47.7% -9.5% -4.6% -21.7% -22.6%
2007 13.8% 6.0% 8.2% 0.1% -0.8%
2006 34.8% 11.4% 1.0% 6.9% 12.0%
2005 12.1% 1.5% -0.8% 7.6% 3.5%
2004 23.9% 1.4% 2.8% 2.1% 16.4%
2003 40.4% -8.0% 23.6% 2.2% 20.7%
2002 -16.2% 1.8% -2.2% -24.4% 11.3%
2001 -18.1% -13.8% -1.7% -11.8% 9.6%
2000 -9.1% -1.1% -2.8% -7.0% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/10/1999
  • Share Class size69Mn
  • Base currencyEUR
  • ISIN LU0102219945

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment1.25

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