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Skandia USA

Ranked 760 out of 1886 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 : 30/09/2017 - 30/09/2018
  • Rank 760/1886 Total Return
  • Rank 1240/1886 Standard Deviation
  • Rank 1488/1886 Max Drawdown
Fund Name Currency Risk
1240 Dreyfus Growth & Income Fund USD

10.0

1240 Skandia USA USD

10.0

1240 Brandes U.S. Equity Fd Srs A USD

10.0

Fund Name Currency Loss
1487 Segurfondo S&P 100 Cubierto, FI

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.6%

1488 John Hancock Classic Value Fund;A USD

-7.6%

1488 First Investors Select Growth Fund;A USD

-7.6%

1488 Skandia USA USD

-7.6%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0% 6.0% 5.8%
2017 21.9% 6.7% 2.6% 5.3% 5.7%
2016 7.9% -2.5% 1.0% 4.9% 4.4%
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 40.9% 3.8% 13.3% 14.0% 5.1%
1994 -4.2% -0.8% -6.1% 0.2% 2.6%
1993 16.9% 6.6% 2.0% 7.0% 0.6%
1992 4.6% -2.7% -0.4% 3.9% 3.9%
1991 11.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date02/09/1991
  • Share Class size3,547Mn
  • Base currencySEK
  • ISIN SE0000810798

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.40%
  • Initial investment0.00%

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