Goldman Sachs Alpha Enhanced Japan Equity UCITS ETF

Issuer: Goldman Sachs

Asset Class: Equity

TER: 50bps

Trading Currency: GBP

Pays Income: False

Listing Date: 19 May 2025

Ticker: GQJY

ISIN: IE000ZUTO1I5

This actively managed fund offers a sophisticated investment solution for those seeking long-term capital appreciation from the Japanese equity market. The primary objective is to outperform the broader Japanese stock market, as represented by its benchmark index. It provides a core allocation to Japanese equities but employs an advanced methodology designed to generate returns beyond those achievable through traditional passive, market-cap-weighted index tracking, making it a compelling option for enhancing a diversified portfolio.

At the heart of the investment strategy lies a proprietary, quantitative model that systematically evaluates and selects Japanese companies. This disciplined, rules-based approach analyzes stocks through the lens of four well-established investment factors: Value, which identifies companies that appear underpriced relative to their fundamentals; Momentum, which selects stocks exhibiting strong recent price performance; Quality, which focuses on financially robust and profitable firms; and Low Volatility, which favors stocks with more stable price histories. By integrating these distinct factors, the portfolio is constructed to capture multiple sources of potential excess returns while maintaining diversified market exposure.

This product is tailored for investors who recognize the potential of the Japanese market but desire a more refined approach than simple passive indexing. It provides a structured and disciplined method for accessing potential alpha, merging the insights of active factor investing with the transparency, liquidity, and efficiency characteristic of an exchange-traded fund. It is suitable for those aiming to complement their holdings with a targeted, alpha-seeking strategy focused on one of the world's largest developed economies.