Investors should note that any information available on this website is of a general nature and should not be construed as tailored to the individual needs and circumstances of each investor, and does not qualify as personalised investment recommendations or financial investment advice. The information available on this website is provided for information purposes only. SYCOMORE ASSET MANAGEMENT assumes no responsibility for an investment or divestment decision taken purely based on the information available on this website. We believe that the information provided on this website is reliable, but it should not be regarded as exhaustive. SYCOMORE AM reserves the right to amend its content at its sole discretion and without notice. If, despite the attention paid by SYCOMORE AM to the quality and updating of information available on this website, certain information proves to be incorrect or incomplete, SYCOMORE Asset Management will regularise the situation as soon as possible without however being held liable for any errors, omissions or imperfections noted. Where applicable, you may inform us of any imperfections noted using the following address: info@sycomore-am.com. Investors are reminded that past performance is not a reliable indicator of future results and may fluctuate over time. Our Funds offer no return or performance guarantee and present a risk of capital loss. Before investing it is necessary to consult the Fund's KIID which is available on our website www.sycomore-am.com or upon request to SYCOMORE ASSET MANAGEMENT. Our Funds are aimed at all subscribers and may be used within unit-linked life insurance policies. Each Fund’s minimum investment horizon is stated in the Fund's prospectus. The amount that might be reasonably invested in our Funds depends on your personal situation. To determine this amount, you should consider your personal assets, your current and future financial needs, but also your willingness to accept risks or your wish to invest cautiously. It is also highly recommended that you sufficiently diversify your investments so as not to be exposed solely to the risks of our Funds. The Funds presented hereinafter are domiciled in France or Luxembourg and may not be authorised for sale in your country. Information relating to the country of registration appears on each Fund sheet. Units in our mutual funds (FCP), which are Foreign Public Funds within the meaning of Section 13 of the US Bank Holding Company Act, have not be recorded or declared to the US authorities under the 1933 US Securities Act. As a result, they cannot be offered for sale or sold, either directly or indirectly, in the United States or on behalf of or for the benefit of a US Person within the meaning of US regulations (Regulation S"). It is the responsibility in all cases of users of this website to ensure, beforehand, that their connection to this website and access to the information which it contains does not constitute a violation owing to their own legal position and in particular owing to applicable national law.

<>
accept

Profile

Country

Investors should note that any information available on this website is of a general nature and should not be construed as tailored to the individual needs and circumstances of each investor, and does not qualify as personalised investment recommendations or financial investment advice. The information available on this website is provided for information purposes only. SYCOMORE ASSET MANAGEMENT assumes no responsibility for an investment or divestment decision taken purely based on the information available on this website. We believe that the information provided on this website is reliable, but it should not be regarded as exhaustive. SYCOMORE AM reserves the right to amend its content at its sole discretion and without notice. If, despite the attention paid by SYCOMORE AM to the quality and updating of information available on this website, certain information proves to be incorrect or incomplete, SYCOMORE Asset Management will regularise the situation as soon as possible without however being held liable for any errors, omissions or imperfections noted. Where applicable, you may inform us of any imperfections noted using the following address: info@sycomore-am.com. Investors are reminded that past performance is not a reliable indicator of future results and may fluctuate over time. Our Funds offer no return or performance guarantee and present a risk of capital loss. Before investing it is necessary to consult the Fund's KIID which is available on our website www.sycomore-am.com or upon request to SYCOMORE ASSET MANAGEMENT. Our Funds are aimed at all subscribers and may be used within unit-linked life insurance policies. Each Fund’s minimum investment horizon is stated in the Fund's prospectus. The amount that might be reasonably invested in our Funds depends on your personal situation. To determine this amount, you should consider your personal assets, your current and future financial needs, but also your willingness to accept risks or your wish to invest cautiously. It is also highly recommended that you sufficiently diversify your investments so as not to be exposed solely to the risks of our Funds. The Funds presented hereinafter are domiciled in France or Luxembourg and may not be authorised for sale in your country. Information relating to the country of registration appears on each Fund sheet. Units in our mutual funds (FCP), which are Foreign Public Funds within the meaning of Section 13 of the US Bank Holding Company Act, have not be recorded or declared to the US authorities under the 1933 US Securities Act. As a result, they cannot be offered for sale or sold, either directly or indirectly, in the United States or on behalf of or for the benefit of a US Person within the meaning of US regulations (Regulation S"). It is the responsibility in all cases of users of this website to ensure, beforehand, that their connection to this website and access to the information which it contains does not constitute a violation owing to their own legal position and in particular owing to applicable national law.

<>
accept

Profile

Country

Strategies

Flexible Strategies

SFS Sycomore Next Generation

Stanislas de Bailliencourt

Stanislas de Bailliencourt

Portfolio Manager
Alexandre Taieb

Alexandre Taieb

Analyst & Portofolio Manager

Sycomore Next Generation is a flexible, multi-asset SRI fund that combines Sycomore’s expertise in responsible stock and bond-picking with the team know how in international asset allocation, to achieve performance, diversification and sustainability.
The strategy is based on a rigorous, structured investment process based on financial and extra-financial company and government analysis. An active management of the fund equity exposure (0-50%) and fixed income (0-100%) helps optimise the funds’ risk/return profile to aciheve capital growth.

Select a share class

SFS Sycomore Next Generation CSC

99.28 €
11.06.2019
  • ISIN Code LU1961857809
  • LEGAL STRUCTURE Sub-fund of Sycomore Fund Sicav
  • INCEPTION 2019-04-29
  • BENCHMARK n/a
  • INVESTMENT HORIZON 3 years

Risk level

Lower risk can mean lower potential returnsLow1234567HighHigher risk can mean higher potential returns
The synthetic risk and reward indicator (SRRI) - definitionClose the The synthetic risk and reward indicator (SRRI) - definition

The synthetic risk and reward indicator (SRRI) - definition

The synthetic risk and reward indicator (SRRI) is calculated in compliance with the regulatory requirements applicable to mutual funds that meet the European UCITS IV standards. The synthetic risk and reward indicator is based on the volatility of the fund’s historical weekly performances. It provides an indication on the volatility of historical returns and a general insight into the mutual fund’s risk profile. Grade 1 corresponds to the lowest risk and Grade 7 to the highest. Note however that the lowest risk category (1) does not mean the fund is risk-free. The risk category that is awarded to a fund offers no guarantees and may change over time.

 
 
Low1 2 3 4 5 6 7 High

PUBLICATIONS FOR DOWNLOAD

    Characteristics

    Classification

    • Distribution &/or capitalisation
    • Fund currency: Euro
    • UCITS V: Yes
    • PEA Eligibility: No

    Subscriptions / Redemptions

    • Trades: Daily
    • NAV frequency: Daily
    • Centralising agent: BNPP Securities Services
    • Settlement: T+2

    Management fees

    • Fixed fees: 0.8%
    • Performance fees:
      20% above Eonia Capitalised + 2% with High Water Mark
    • Subscription fees: 3% maximum
    • Redemption fees: nil
    • Transaction fees: nil

    SFS Sycomore Next Generation CSD

    99.28 €
    11.06.2019
    • ISIN Code LU1973748459
    • LEGAL STRUCTURE Sub-fund of Sycomore Fund Sicav
    • INCEPTION 2019-04-29
    • BENCHMARK n/a
    • INVESTMENT HORIZON 3 years

    Risk level

    Lower risk can mean lower potential returnsLow1234567HighHigher risk can mean higher potential returns
    The synthetic risk and reward indicator (SRRI) - definitionClose the The synthetic risk and reward indicator (SRRI) - definition

    The synthetic risk and reward indicator (SRRI) - definition

    The synthetic risk and reward indicator (SRRI) is calculated in compliance with the regulatory requirements applicable to mutual funds that meet the European UCITS IV standards. The synthetic risk and reward indicator is based on the volatility of the fund’s historical weekly performances. It provides an indication on the volatility of historical returns and a general insight into the mutual fund’s risk profile. Grade 1 corresponds to the lowest risk and Grade 7 to the highest. Note however that the lowest risk category (1) does not mean the fund is risk-free. The risk category that is awarded to a fund offers no guarantees and may change over time.

     
     
    Low1 2 3 4 5 6 7 High

    PUBLICATIONS FOR DOWNLOAD

      Characteristics

      Classification

      • Distribution &/or capitalisation
      • Fund currency: Euro
      • UCITS V: Yes
      • PEA Eligibility: No

      Subscriptions / Redemptions

      • Trades: Daily
      • NAV frequency: Daily
      • Centralising agent: BNPP Securities Services
      • Settlement: T+2

      Management fees

      • Fixed fees: 0.8%
      • Performance fees:
        20% above Eonia Capitalised + 2% with High Water Mark
      • Subscription fees: 3% maximum
      • Redemption fees: nil
      • Transaction fees: nil

      SFS Sycomore Next Generation IC

      99.28 €
      11.06.2019
      • ISIN Code LU1961857478
      • LEGAL STRUCTURE Sub-fund of Sycomore Fund Sicav
      • INCEPTION 2019-04-29
      • BENCHMARK n/a
      • INVESTMENT HORIZON 3 years

      Risk level

      Lower risk can mean lower potential returnsLow1234567HighHigher risk can mean higher potential returns
      The synthetic risk and reward indicator (SRRI) - definitionClose the The synthetic risk and reward indicator (SRRI) - definition

      The synthetic risk and reward indicator (SRRI) - definition

      The synthetic risk and reward indicator (SRRI) is calculated in compliance with the regulatory requirements applicable to mutual funds that meet the European UCITS IV standards. The synthetic risk and reward indicator is based on the volatility of the fund’s historical weekly performances. It provides an indication on the volatility of historical returns and a general insight into the mutual fund’s risk profile. Grade 1 corresponds to the lowest risk and Grade 7 to the highest. Note however that the lowest risk category (1) does not mean the fund is risk-free. The risk category that is awarded to a fund offers no guarantees and may change over time.

       
       
      Low1 2 3 4 5 6 7 High

      PUBLICATIONS FOR DOWNLOAD

        Characteristics

        Classification

        • Distribution &/or capitalisation
        • Fund currency: Euro
        • UCITS V: Yes
        • PEA Eligibility: No

        Subscriptions / Redemptions

        • Trades: Daily
        • NAV frequency: Daily
        • Centralising agent: BNPP Securities Services
        • Settlement: T+2

        Management fees

        • Fixed fees: 0.8%
        • Performance fees:
          20% above Eonia Capitalised + 2% with High Water Mark
        • Subscription fees: 7% maximum
        • Redemption fees: nil
        • Transaction fees: nil

        SFS Sycomore Next Generation ID

        99.28 €
        11.06.2019
        • ISIN Code LU1973748020
        • LEGAL STRUCTURE Sub-fund of Sycomore Fund Sicav
        • INCEPTION 2019-04-29
        • BENCHMARK n/a
        • INVESTMENT HORIZON 3 years

        Risk level

        Lower risk can mean lower potential returnsLow1234567HighHigher risk can mean higher potential returns
        The synthetic risk and reward indicator (SRRI) - definitionClose the The synthetic risk and reward indicator (SRRI) - definition

        The synthetic risk and reward indicator (SRRI) - definition

        The synthetic risk and reward indicator (SRRI) is calculated in compliance with the regulatory requirements applicable to mutual funds that meet the European UCITS IV standards. The synthetic risk and reward indicator is based on the volatility of the fund’s historical weekly performances. It provides an indication on the volatility of historical returns and a general insight into the mutual fund’s risk profile. Grade 1 corresponds to the lowest risk and Grade 7 to the highest. Note however that the lowest risk category (1) does not mean the fund is risk-free. The risk category that is awarded to a fund offers no guarantees and may change over time.

         
         
        Low1 2 3 4 5 6 7 High

        PUBLICATIONS FOR DOWNLOAD

          Characteristics

          Classification

          • Distribution &/or capitalisation
          • Fund currency: Euro
          • UCITS V: Yes
          • PEA Eligibility: No

          Subscriptions / Redemptions

          • Trades: Daily
          • NAV frequency: Daily
          • Centralising agent: BNPP Securities Services
          • Settlement: T+2

          Management fees

          • Fixed fees: 0.8%
          • Performance fees:
            20% above Eonia Capitalised + 2% with High Water Mark
          • Subscription fees: 7% maximum
          • Redemption fees: nil
          • Transaction fees: nil

          SFS Sycomore Next Generation RC

          99.19 €
          11.06.2019
          • ISIN Code LU1961857551
          • LEGAL STRUCTURE Sub-fund of Sycomore Fund Sicav
          • INCEPTION 2019-04-29
          • BENCHMARK n/a
          • INVESTMENT HORIZON 3 years

          Risk level

          Lower risk can mean lower potential returnsLow1234567HighHigher risk can mean higher potential returns
          The synthetic risk and reward indicator (SRRI) - definitionClose the The synthetic risk and reward indicator (SRRI) - definition

          The synthetic risk and reward indicator (SRRI) - definition

          The synthetic risk and reward indicator (SRRI) is calculated in compliance with the regulatory requirements applicable to mutual funds that meet the European UCITS IV standards. The synthetic risk and reward indicator is based on the volatility of the fund’s historical weekly performances. It provides an indication on the volatility of historical returns and a general insight into the mutual fund’s risk profile. Grade 1 corresponds to the lowest risk and Grade 7 to the highest. Note however that the lowest risk category (1) does not mean the fund is risk-free. The risk category that is awarded to a fund offers no guarantees and may change over time.

           
           
          Low1 2 3 4 5 6 7 High

          PUBLICATIONS FOR DOWNLOAD

            Characteristics

            Classification

            • Distribution &/or capitalisation
            • Fund currency: Euro
            • UCITS V: Yes
            • PEA Eligibility: No

            Subscriptions / Redemptions

            • Trades: Daily
            • NAV frequency: Daily
            • Centralising agent: BNPP Securities Services
            • Settlement: T+2

            Management fees

            • Fixed fees: 1.6%
            • Performance fees:
              20% above Eonia Capitalised + 2% with High Water Mark
            • Subscription fees: 3% maximum
            • Redemption fees: nil
            • Transaction fees: nil

            SFS Sycomore Next Generation RD

            99.19 €
            11.06.2019
            • ISIN Code LU1973748376
            • LEGAL STRUCTURE Sub-fund of Sycomore Fund Sicav
            • INCEPTION 2019-04-29
            • BENCHMARK n/a
            • INVESTMENT HORIZON 3 years

            Risk level

            Lower risk can mean lower potential returnsLow1234567HighHigher risk can mean higher potential returns
            The synthetic risk and reward indicator (SRRI) - definitionClose the The synthetic risk and reward indicator (SRRI) - definition

            The synthetic risk and reward indicator (SRRI) - definition

            The synthetic risk and reward indicator (SRRI) is calculated in compliance with the regulatory requirements applicable to mutual funds that meet the European UCITS IV standards. The synthetic risk and reward indicator is based on the volatility of the fund’s historical weekly performances. It provides an indication on the volatility of historical returns and a general insight into the mutual fund’s risk profile. Grade 1 corresponds to the lowest risk and Grade 7 to the highest. Note however that the lowest risk category (1) does not mean the fund is risk-free. The risk category that is awarded to a fund offers no guarantees and may change over time.

             
             
            Low1 2 3 4 5 6 7 High

            PUBLICATIONS FOR DOWNLOAD

              Characteristics

              Classification

              • Distribution &/or capitalisation
              • Fund currency: Euro
              • UCITS V: Yes
              • PEA Eligibility: No

              Subscriptions / Redemptions

              • Trades: Daily
              • NAV frequency: Daily
              • Centralising agent: BNPP Securities Services
              • Settlement: T+2

              Management fees

              • Fixed fees: 1.6%
              • Performance fees:
                20% above Eonia Capitalised + 2% with High Water Mark
              • Subscription fees: 3% maximum
              • Redemption fees: nil
              • Transaction fees: nil

              To find out more, browse our magazine

              Our News

              Sycominute(s): June 2019

              Our Publications

              Sycomore AM, responsible investor

              Our News

              Sycominute(s): April 2019