Fact sheet: GS Tactical Tilt Ovl Portf

Fund information

Fund name
GS Tactical Tilt Overlay Portfolio P Acc
Fund company manager
Goldman Sachs Asset Management
Fund type
SIB
Fund manager(s)
Team Managed
since 30/09/2011
Fund objective
The Portfolio seeks to provide capital growth over the longer term. The Portfolio may invest in shares, fixed income securities of any type of issuer, structured financial instruments (a security that provides a return that is either backed by assets or linked to the performance of underlying assets through a derivative instrument), derivatives (contracts between two or more parties whose value depends on the rise and fall of the underlying asset) and other funds.
Benchmark
ICE Libor EUR 3 Month
Investment style
Flexible
Investment method
Mixed

Quick stats

1 Year return

1.37 %

1 Year rank in sector

151/168

Sector

FO Mixed Asset - Flexible

Yield
-
Fund size

£ 1.8 b

FE Risk score

43

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.41 %1.01 %1.37 %6.45 %19.97 %
Sector0.12 %2.37 %7.83 %12.44 %24.31 %
Rank within sector82 / 182119 / 178151 / 16892 / 11457 / 83
Quartile th2 nd3 rd4 th4 th3 rd

Calendar performance

YTD-20172016201520142013
Fund0.95 %3.58 %0.5 %1.1 %11.91 %
Sector7.42 %3.43 %-0.06 %4.97 %6.79 %
Rank within sector152 / 17068 / 14162 / 11887 / 9924 / 85
Quartile th4 th2 nd3 rd4 th2 nd

Risk statistics

Alpha-1.99
Beta1.11
Sharpe-0
Volatility6.85
Tracking error4.44
Information ratio-0.39
R-Squared0.58

Price movement

52 week high133.07
52 week low130.12
Current bid price0
Current offer price0
Current mid price132.91

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-