Goldman Sachs Global Managed Beta Fund Institutional Shares (GGMBX)

Overview

The fund operates with the primary goal of achieving its investment objectives through a diversified portfolio that spans across global equity asset classes, known as the “Underlying Asset Classes”, to widely cover the global equity markets. This approach aims to offer investors broad market exposure, or beta, by tapping into a mix of affiliated and unaffiliated exchange-traded funds (ETFs), futures, and various instruments that mirror the economic performance of these Underlying Asset Classes. Additionally, direct investments in equity securities, including real estate investment trusts (REITs), are part of the fund's strategy to diversify and strengthen its portfolio, aiming to provide robust investment opportunities to its clients.

Products and Services

• Exchange-Traded Funds (ETFs)

  The fund invests in a combination of affiliated and unaffiliated ETFs. These ETFs are chosen to ensure a broad exposure to global equity markets, encapsulating the performance of diverse sectors and geographical regions. This method stands out for its versatility and efficiency in tracking market indices, providing investors an easy way to achieve desired market exposure.

• Futures and Other Instruments

  By investing in futures and other derivative instruments, the fund seeks to enhance its exposure to the Underlying Asset Classes. These investments can be pivotal for hedging against market volatility and for gaining exposure to equity markets without directly purchasing stocks. This strategy allows for greater liquidity and flexibility in managing the portfolio.

• Direct Equity Investments

  In addition to ETFs and derivatives, the fund also engages in direct investments in equity securities. This includes investments in real estate investment trusts (REITs), which offer an avenue to invest in real estate markets through equity. Direct equity investments allow for targeted exposure to specific companies or sectors, providing an additional layer of diversification and potential for growth.