Goldman Sachs US Technology Opportunities Equity Portfolio Base Shares USD Acc

Equity fund

1 year

Region

USA

Largest region

High

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years

Description

  • The Portfolio seeks long-term capital appreciation by investing primarily in equity securities of US technology-related companies with large or mid-market capitalisation.

Investment horizon

  • Goldman Sachs US Technology Opportunities Equity Portfolio Base Shares USD Acc is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    05 Jun 2025

  • Start date
    29 Oct 2020
  • ISIN
    LU2229032540

Risk

  • High (5 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Costs

  • Ongoing costs

    Includes management fees of 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee
  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 98%
    Interest 2%

Portfolio

Shows the fund's largest investments.

  • Microsoft Corp
    9.7%
  • Apple Inc
    8.8%
  • NVIDIA Corp
    7.9%
  • Meta Platforms Inc Class A
    6.8%
  • Amazon.com Inc
    4.4%
  • Alphabet Inc Class C
    4.2%
  • Netflix Inc
    3.7%
  • Broadcom Inc
    3.4%
  • Marvell Technology Inc
    3.3%
  • Salesforce Inc
    3.1%