Goldman Sachs Global Future Generations Equity Portfolio I Acc USD
ISIN: LU0786609700
Categoria Morningstar: Global Large-Cap Growth Equity
Empresa: Goldman Sachs Asset Management
ISIN: LU0786609700
Categoria Morningstar: Global Large-Cap Growth Equity
Empresa: Goldman Sachs Asset Management
The Portfolio seeks long-term capital appreciation by investing primarily in equity securities of companies that are domiciled anywhere in the world, which in the view of the Investment Adviser, are beneficiaries from the behavior of the Millennials generation. 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 the world which, in the view of the Investment Adviser, are beneficiaries from the behaviour of the Millennials generation, defined as individuals born between 1980 and 1999.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidade anual: Fundo | 1 ano: 35,43 | 3 anos: 5,98 | 5 anos: 10,84 | Início: 12,30 | 2025: 0,98 | 2024: 35,91 | 2023: 18,08 | 2022: -34,67 | 2021: 16,49 |
Rentabilidade anual: Categoria | 1 ano: 22,43 | 3 anos: 7,51 | 5 anos: 9,60 | Início: - | 2025: 3,12 | 2024: 20,73 | 2023: 18,79 | 2022: -22,48 | 2021: 22,14 |
Rentabilidade anual: Percentil | 1 ano: 5,00 | 3 anos: 70,00 | 5 anos: 24,00 | Início:- | 2025: 5,00 | 2024: 5,00 | 2023: 51,00 | 2022: 93,00 | 2021: 76,00 |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
---|---|---|---|---|---|---|---|
Risco: 3 anos | 1 Volatilidade: 19,10 | 3 Rácio de Sharpe: -0,20 | 5 Correlação: 95,50 | Beta: 1,09 | Alfa: -5,42 | Tracking error: 6,56 | Rácio de informação: -0,90 |