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Goldman Sachs Glo SmCp CORE Eq Pf Base USD Snap

Ranked 56 out of 101 in - Global Small & Medium Companies 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 small capitalisation 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 and with a market capitalisation no greater than that of the largest company in the S&P Developed Small Cap Index at the time of investment.

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

Performance

Global Small & Medium Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9%
2017 21.7% 4.2% 3.8% 6.8% 5.4%
2016 10.2% -0.8% -1.5% 8.3% 4.2%
2015 1.8% 5.7% 0.2% -10.1% 6.9%
2014 1.4% 1.6% 2.9% -5.7% 2.9%
2013 38.8% 12.0% 0.6% 12.2% 9.7%
2012 15.8% 13.6% -6.9% 7.5% 1.9%
2011 -6.7% 6.5% 1.5% -19.5% 7.2%
2010 26.9% 8.0% -10.0% 13.3% 15.2%
2009 38.4% -12.3% 24.9% 21.9% 3.7%
2008 -42.7% -8.6% 2.2% -20.1% -23.2%
2007 -5.6% 4.9% 5.3% -6.5% -8.5%
2006 10.9%

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 date03/08/2006
  • Share Class size179Mn
  • Base currencyUSD
  • ISIN LU0245330005

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 USD).