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Goldman Sachs US SmCp CORE Eq Pf Base Acc USD Snap

Ranked 49 out of 122 in - US 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 Portflio seeks long-term capital appreciation by investing primarily in equity securities of US small capitalisation companies. Utilising the CORE strategy, the Portfolio will 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 the US and with a market capitalisation no greater than that of the largest company in the Russell 2500 Index (USD) at the time of investment.

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

Performance

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

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.3%
2017 12.4% -0.3% 1.7% 6.6% 4.0%
2016 19.3% -2.2% 0.6% 9.1% 11.2%
2015 -2.6% 5.0% -2.3% -10.9% 6.5%
2014 6.6% -0.5% 3.1% -6.3% 10.9%
2013 39.5% 14.6% 3.8% 7.9% 8.7%
2012 9.9% 12.7% -5.6% 5.9% -2.5%
2011 1.9% 9.4% 2.1% -20.6% 14.8%
2010 28.9% 10.5% -9.4% 7.2% 20.1%
2009 28.2% -15.1% 19.3% 20.1% 5.5%
2008 -36.3% -11.4% 3.6% -7.0% -25.4%
2007 -15.2% -0.8% 2.2% -10.1% -6.9%
2006 20.4% 12.2% -5.3% 3.9% 9.1%

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 date05/12/2005
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN LU0234576014

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).