Goldman Sachs Global Flexible Multi Asset - P Cap EUR
- -Dinheiro investido por investidores locais
ISIN: LU0809674541
Categoria Morningstar: EUR Moderate Allocation - Global
Empresa: Goldman Sachs Asset Management
ISIN: LU0809674541
Categoria Morningstar: EUR Moderate Allocation - Global
Empresa: Goldman Sachs Asset Management
The investment strategy applies a flexible approach designed to respond to rapidly changing market environments. The Investment Manager will mainly gain exposures to traditional asset classes (such as for example stocks, bonds and cash and/or cash equivalents) either directly or via financial derivatives instruments, mutual funds and ETFs, resulting in a diversified portfolio. The Sub-Fund aims to provide positive investment returns and to outperform the Index of the Company’s Prospectus over a full market cycle within a strictly defined risk budget and a focus on downside risk mitigation. The Sub-Fund is actively managed and the Index is not used for portfolio construction but for performance measurement purposes only. The Sub-Fund uses active management to respond to changing market conditions by using amongst others fundamental and behavioural analysis resulting in dynamic asset allocation over time.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidade anual: Fundo | 1 ano: 4,93 | 3 anos: -2,64 | 5 anos: -0,94 | Início: 1,59 | 2024: 0,50 | 2023: 6,56 | 2022: -16,34 | 2021: 4,63 | 2020: 0,77 |
Rentabilidade anual: Categoria | 1 ano: 8,58 | 3 anos: 0,17 | 5 anos: 2,49 | Início: - | 2024: 2,28 | 2023: 8,34 | 2022: -12,94 | 2021: 9,41 | 2020: 2,37 |
Rentabilidade anual: Percentil | 1 ano: 81,00 | 3 anos: 93,00 | 5 anos: 97,00 | Início:- | 2024: 76,00 | 2023: 76,00 | 2022: 86,00 | 2021: 87,00 | 2020: 68,00 |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
---|---|---|---|---|---|---|---|
Risco: 3 anos | 1 Volatilidade: 7,61 | 3 Rácio de Sharpe: -0,32 | 5 Correlação: 92,43 | Beta: 0,82 | Alfa: -4,31 | Tracking error: 3,26 | Rácio de informação: -1,44 |