Goldman Sachs Perspektywa 2030
Fund ID: SQF-000229 · Manager: Goldman Sachs TFI · Data as of: 2025-12-31
Goldman Sachs Perspektywa 2030 (SQF-000229) is an investment fund managed by Goldman Sachs TFI tracked by SQUERY. It is classified in the "mieszane zagraniczne pozostałe" category, investing in Globalny, with a medium risk level. As of 2025-12-31, its portfolio holds 20 positions across 13 issuers, with GOLDMAN SACHS PARASOL FUNDUSZ INWESTYCYJNY OTWARTY the largest position at 58.47%. Performance: +4.97% year-to-date, +9.54% over 1 year, +32.58% over 3 years, +32.76% over 5 years.
- Category
- mieszane zagraniczne pozostałe
- Geographic focus
- Globalny
- Risk level (SRI)
- Medium
- Benchmark
- 71,5% Treasury BondSpot Poland Index + 21,5% MSCI World Net TR Index + 7% WIG
- Assets under management
- 641,70 mln PLN
- Management fee
- 1,05%
| Period | Return |
|---|---|
| Year to date | +4.97% |
| 1 year | +9.54% |
| 3 years | +32.58% |
| 5 years | +32.76% |
| # | Issuer / Instrument | ISIN | Weight |
|---|---|---|---|
| 1 | GOLDMAN SACHS PARASOL FUNDUSZ INWESTYCYJNY OTWARTY | 58.47% | |
| 2 | ISHARES MSCI ACWI UCITS ETF | IE00B6R52259 | 8.31% |
| 3 | SUB-FUND INVESCO S&P 500 UCITS ETF | IE00B3YCGJ38 | 6.42% |
| 4 | GOLDMAN SACHS PARASOL FUNDUSZ INWESTYCYJNY OTWARTY | 5.42% | |
| 5 | EMERGING MARKETS BOND UCITS ETF | IE00B2NPKV68 | 3.51% |
| 6 | GOLDMAN SACHS EMERGING MARKETS ENHANCED INDEX SUSTAINABLE EQUITY | LU0430559418 | 2.70% |
| 7 | MULTI UNITS FRANCE SICAV SUB-FUND LYXOR MSCI EUROPE DR UCITS ETF | FR0010261198 | 2.51% |
| 8 | GOLDMAN SACHS GLOBAL ENHANCED INDEX SUSTAINABLE EQUITY | LU2937133838 | 2.50% |
| 9 | EUREX | DE000C7RFTR8 | 1.98% |
| 10 | GOLDMAN SACHS PARASOL FUNDUSZ INWESTYCYJNY OTWARTY | 1.81% |
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