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Goldman Sachs US CORE Equity Pf Base USD Snap

Ranked 16 out of 71 in - US over 12 months
All calculations are in CLP 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

For investors seeking long-term capital appreciation by investing primarily in the equity securities of US companies using a variety of quantitative techniques.

Showing fund performance in Chile View performance globally

Performance

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

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.2% 3.3% 0.9%
2016 2.8% -7.2% -0.7% 4.3% 6.9%
2015 15.3% 2.4% 1.1% 1.0% 10.3%
2014 33.0% 7.5% 5.1% 8.6% 8.5%
2013 48.3% 11.2% 9.5% 5.7% 15.2%
2012 3.3% 5.3% -1.3% 0.7% -1.2%
2011 14.4% 9.4% -1.8% -2.4% 9.1%
2010 2.1% 8.3% -7.6% -4.8% 7.1%
2009 -4.1% -19.7% 3.1% 18.5% -2.3%
2008 -20.0% -21.7% 19.7% -8.0% -7.3%
2007 -8.0% 0.0% 4.2% -4.2% -7.9%
2006 18.7% 6.9% 1.0% 4.7% 5.0%
2005 -2.6% 1.1% 1.2% -4.2% -0.6%
2004 7.3% 7.6% 5.0% -4.9% -0.2%
2003 5.0% 0.0% 8.0% -2.0% -0.9%
2002 -17.1% -2.8% -9.3% -9.2% 3.6%
2001 2.8% -10.6% 14.9% -7.0% 7.7%
2000 -2.6% -4.2% 3.6% 7.2% -8.4%
1999 33.8% 10.2% 10.1% -2.1% 12.6%
1998 30.7% 16.8% 6.5% -12.6% 20.2%
1997 32.7% 3.3% 13.3% 5.4% 7.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
USD Cash 5.09
Apple Inc ORD 4.22
Amazon.com Inc ORD 1.69
JPMorgan Chase & Co ORD 1.59
Comcast Corp ORD 1.58
Philip Morris International Inc ORD 1.57
Facebook Inc ORD 1.57
Microsoft Corp ORD 1.53
UnitedHealth Group Inc ORD 1.44
Chevron Corp ORD 1.43
30/06/2017

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 date18/11/1996
  • Share Class size53Mn
  • Base currencyUSD
  • ISIN LU0065004045

Purchase Info

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

Charges

  • Annual management1.25%

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