Goldman Sachs Global Flexible Multi Asset - I Cap EUR
ISIN: LU0809674202
Categoría Morningstar: EUR Moderate Allocation - Global
Empresa: Goldman Sachs Asset Management
ISIN: LU0809674202
Categoría 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.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2024 | 2023 | 2022 | 2021 | 2020 |
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Rentabilidad anual: Fondo | 1 año: 4,41 | 3 años: -2,32 | 5 años: -0,44 | Inicio: 2,18 | 2024: 0,07 | 2023: 7,18 | 2022: -15,85 | 2021: 5,25 | 2020: 1,37 |
Rentabilidad anual: Categoría | 1 año: 7,47 | 3 años: 0,07 | 5 años: 2,51 | Inicio: - | 2024: 2,03 | 2023: 8,34 | 2022: -12,94 | 2021: 9,41 | 2020: 2,37 |
Rentabilidad anual: Percentil | 1 año: 77,00 | 3 años: 90,00 | 5 años: 95,00 | Inicio:- | 2024: 73,00 | 2023: 69,00 | 2022: 83,00 | 2021: 84,00 | 2020: 62,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
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Riesgo: 3 años | 1 Volatilidad: 7,61 | 3 Ratio Sharpe: -0,24 | 5 Correlación: 92,46 | Beta: 0,82 | Alfa: -3,73 | Tracking error: 3,26 | Info Ratio: -1,27 |