Goldman Sachs Duurzaam Aandelen Fonds
The fund invests worldwide in shares, in principle avoiding companies in controversial sectors, such as the arms trade, nuclear energy and gambling. Companies are broadly judged on sustainability and are also financially analysed. This creates a ranking of companies, which in turn plays an important role in the composition of the portfolio. The management is performed by a specialised equity team.
Yield overview (after costs)
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (YTD) |
---|---|---|---|---|---|---|---|---|---|---|
19,21 | 10,89 | 6,15 | 10,72 | -6,77 | 36,99 | 22,95 | 37,78 | -19,88 | 16,52 | 14,37 |
- Date 22-11-2024
- Price € 73,75
- Performance YTD 14,37%
- Performance 16,52%
- Interest rate sensitivity Interest rate sensitivity 0,21%
- Ongoing charges --
-
Transaction costs
with € 1.000,- example
-- - Dividend € 0,73
- Morningstar
Source: Morningstar
The fund invests worldwide in shares, in principle avoiding companies in controversial sectors, such as the arms trade, nuclear energy and gambling. Companies are broadly judged on sustainability and are also financially analysed. This creates a ranking of companies, which in turn plays an important role in the composition of the portfolio. The management is performed by a specialised equity team.
- Date 22-11-2024
- Price € 73,75
- Performance YTD 14,37%
- Performance 16,52%
- Interest rate sensitivity Interest rate sensitivity 0,21%
- Ongoing charges --
-
Transaction costs
with € 1.000,- example
-- - Dividend € 0,73
- Morningstar
Source: Morningstar
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (YTD) | |
---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | 19,21 | 10,89 | 6,15 | 10,72 | -6,77 | 36,99 | 22,95 | 37,78 | -19,88 | 16,52 | 14,37 |
Source: Morningstar
Past performance is not indicative of future results and should in no event be deemed as such. Returns are presented after all transactions costs.