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Richard Wiseman, Senior Client Portfolio Manager
– Goldman Sachs Global Millennials Equity Fund –
Thematic Global Equity Investing
The fund has outperformed the MSCI ACWI NR Index by large
Alpha YTD = +17.5% (in USD as of 12/06/20)
For a positive performance YTD of, +9.8% in USD,
versus –7.7% for the MSCI ACWI NR Index.
It ranks in the top decile of our WSP scoring and 1st quartile over 1, 3 and 5 years in its Global Large Cap Growth peer group, with outstanding risk-adjusted returns.
The portfolio invests in companies with long-term secular growth drivers that are benefitting from the spending patterns of the millennial generation.
The fund is fully unconstrained and seeks exposure to a wide range of sub-themes such as connectivity, cloud, gaming, health & wellness, fintech, eCommerce, social media, etc… It follows a high-conviction, fundamental approach to identify high-quality businesses within this theme at attractive valuations.Â
Compared to peers, this strategy displays a better risk management and portfolio construction resulting in more resilient pattern of performance since inception.
Live webinar will take place from 9:00 to 10:00 am
Presentation will be held in english
Please use the following link to subscribe to the conference
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