Abstract
- The GS US Fairness Dividend & Premium Fund goals to maximise revenue and complete return by specializing in high-dividend shares and writing index name choices.
- In Q1 2025, the Fund outperformed the S&P 500 by 53 bps, with name writing contributing positively regardless of a difficult market setting.
- Since inception, the Fund has underperformed the S&P 500 on account of extended fairness bull markets, however gives enticing tax-efficient distributions and revenue.
- The Fund’s choices overlay gives draw back cushion in weak markets, however might restrict upside in robust rallies; buyers ought to weigh danger and return trade-offs.
Invoice Oxford
Fund Overview
The Goldman Sachs US Fairness Dividend and Premium Fund (“GS US ED&P Fund”) seeks to maximise revenue and complete return. Moreover, the Fund goals to generate outperformance in unsure markets.
The GS US ED&P Fund
Choose quarterly mutual fund commentaries.