Summary
- The GS US ED&P Fund returned 7.94% (I-share, net) over the second quarter of 2025, underperforming the S&P 500 by 300 basis points (bps).
- Market sentiment was primarily shaped by the uncertainty surrounding tariff policy causing significant volatility at the beginning of the quarter.
- In exuberant markets, the strategy can detract from performance given that some of the Fund’s upside has been sold.
- Overall, the equity market return over the quarter led the Fund’s outstanding exposure to call options to contribute negatively to performance.
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Fund Overview
The Goldman Sachs US Equity Dividend and Premium Fund (“GS US ED&P Fund”) seeks to maximize income and total return. Additionally, the Fund aims to generate outperformance in uncertain markets.
The GS
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