Goldman Sachs Patrimonial Defensive - X Cap EUR
ISIN LU0121217334 / Valor 1175676
Goldman Sachs Patrimonial Defensive - X Cap EUR
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General Objective
The fund aims to achieve stable capital growth by investing primarily in a diversified international portfolio of equity and fixed income funds, with the flexibility to use other financial instruments to meet its investment objectives.
Fund Exposure
The fund is actively managed and can invest up to 20% of its net assets in mainland China via Stock Connect. It has an investment profile of 75% bonds denominated in Euro and 25% global stocks, with a bandwidth of 20%. The fund uses dynamic asset allocations over time, deviating from the benchmark, and employs fundamental and behavioral analysis to respond to changing market conditions.
Risks
The fund's active management and dynamic asset allocations may result in a deviation from the benchmark, leading to potential underperformance compared to the combined benchmark over a period of several years. Additionally, the fund's exposure to non-euro currencies, including the use of a currency hedging strategy, may introduce currency risk to investors.
Source
https://am.gs.com/public-assets/documents/562b03dd-32ba-11ef-8dee-efa2e6617d5f
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