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Goldman Sachs Global Millennials Equity Portfolio (USD)
Goldman Sachs Global Millennials Equity Portfolio (USD)
Goldman Sachs Asset Management
Goldman Sachs Global Millennials Equity Portfolio (USD)
Price
 
Ranking
Sector: Global-Equity-General
Size: -
 
Sector Rank: 133 out of 148
(lump sum over 3 years to 28 Feb 2025)
 
Overall Rank: 270 out of 486
(lump sum over 3 years to 28 Feb 2025)
 
R20000 invested on 28 Feb 2022 was worth R26 425 at 28 Feb 2025
(9.73% annual compound return)
 
R5000 per month since 28 Feb 2022 was worth R233 651 at 28 Feb 2025
(16.39% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Focus and Objective
The Fund seeks to provide capital growth over the longer term.The Fund seeks to achieve its objective by holding shares or similar instruments relating to companies anywhere in the world, which in the view of the Investment Adviser are beneficiaries from the behaviour of the Millennials generation (defined as individuals born between 1980 and 1999).
 
Technical Overview
Benchmark: MSCI ACWI Growth (Net Total Return, Unhedged, USD)
Base currency: USD Pricing system: Forward
Formation date: 19 Sep 2012
 

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