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Skandia USA

Ranked 529 out of 1851 in - US over 12 months
All calculations are in USD unless stated

Managed by

Osman Ali

Osman is a member of the research and portfolio management team within Goldman Sachs Aseet Management's Quantitative Investment Strategies Group. The Skandia USA fund is one of the quantitative equity portfolios that is managed by a team of portfolio managers, where Osman’s responsibilities include portfolio management, research and implementing optimal portfolio construction techniques. Osman joined Goldman Sachs in 2003 and joined the Quantitative Investment Strategies team in 2005. Osman received a Bachelors degree in Engineering from Cornell University in 2003. He also received a Masters degree in Mathematics from Columbia University and is a CFA charterholder.

Objective

The fund aims to achieve a high total return in the long term. Specifically, the fund aims to outperform the return on its benchmark MSCI USA Net. The Fund invests in US equities. Investments are distributed over industries, mainly in the larger listed companies.

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 529/1851 Total Return
  • Rank 891/1851 Standard Deviation
  • Rank 407/1851 Max Drawdown
Fund Name Currency Risk
891 Monetta Fund USD

5.6

891 Sparrow Growth Fund;A USD

5.6

891 Skandia USA USD

5.6

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.8% 2.6% 5.3%
2016 7.8% -2.5% 1.0% 4.9% 4.3%
2015 -0.4% 1.1% -2.3% -7.2% 8.6%
2014 14.0% 2.9% 5.1% 0.5% 5.0%
2013 34.8% 11.1% 2.2% 7.1% 11.0%
2012 14.7% 12.2% -3.9% 6.6% -0.3%
2011 0.8% 5.7% 0.3% -14.6% 11.3%
2010 11.8% 3.6% -11.2% 9.7% 10.9%
2009 24.2% -12.5% 16.3% 13.6% 7.4%
2008 -38.6% -10.5% -2.0% -13.6% -19.0%
2007 0.5% -0.4% 6.1% -0.5% -4.4%
2006 14.5% 4.6% -2.0% 4.3% 7.0%
2005 3.6% -1.8% 1.7% 1.7% 1.9%
2004 7.2% 2.5% -0.3% -2.2% 7.3%
2003 23.9% 1.5% 11.7% 0.0% 9.3%
2002 -29.5% -4.5% -16.3% -16.4% 5.6%
2001 -16.6% -18.3% 7.5% -18.5% 16.5%
2000 -6.3% 7.5% -3.5% 1.6% -11.1%
1999 28.6% 8.6% -0.4% -2.5% 22.0%
1998 29.3% 12.3% 5.2% -11.2% 23.2%
1997 27.0% -1.4% 13.8% 11.8% 1.3%
1996 30.1% 5.4% 3.9% 8.3% 9.6%
1995 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date02/09/1991
  • Share Class size2,971Mn
  • Base currencySEK
  • ISIN SE0000810798

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.40%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).