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Thematic Equities

Sycomore Eco Solutions

Jean-Guillaume Péladan

Jean-Guillaume Péladan

Head of Environmental Investments & Research & Portfolio Manager
Thomas Dhainaut

Thomas Dhainaut

Portfolio Manager
Alban Préaubert

Alban Préaubert

ESG Analyst & Portfolio Manager

Sycomore Eco Solutions focuses on companies with business models that contribute to the environmental and energy transition across five key areas: mobility, energy, renovation and construction, circular economy and ecosystem-stewardship. The fund excludes companies (part of all of the business) that destroy natural capital or that exhibit weak ESG ratings. The fund’s investment universe mostly includes European stocks, across the market capitalisation spectrum, and is able to diversify outside of Europe. The fund’s performance is measured relative to the MSCI Europe NR index.



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Sycomore Eco Solutions I

130.95 €
22.06.2018
  • ISIN Code LU1183791281
  • BLOOMBERG TICKER SYCECOI LX Equity
  • RANGE POSITIONING Environmental & Energy Transition Equities
  • LEGAL STRUCTURE Sub-fund of Sycomore Fund Sicav
  • INCEPTION 2015-08-31
  • BENCHMARK MSCI Daily Net TR Europe
  • INVESTMENT HORIZON 5 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.

PUBLICATIONS FOR DOWNLOAD

    FUND TRACK RECORD

    TR: Total Return
    NR: Dividends reinvested
    Past performance does not guarantee future returns

    Data as of

    22.06.2018
    Performances
     FundIndex
    June 2018-1.05%0.32%
    20180.25%0.46%
    1 year2.92%1.28%
    Inception30.95%14.58%
    Annualised10.07%4.97%
    Statistics
     3 yearsInception
    Correlation0.890.92
    Beta0.920.81
    Alpha9.2%7.3%
    Volatility0.090.14
    Vol. bench.0.080.16
    Tracking Error4%6.5%
    Sharpe Ratio2.960.89
    Info. Ratio2.411.06
    Max Drawdown-4.5%-18.3%
    Drawdown bench.-0.06-0.21
    Calendar year returns
     FundIndex
    20164.95%2.58%

    Characteristics

    Classification

    • Capitalisation
    • Fund currency: Euro
    • UCITS V: Yes
    • PEA Eligibility: Yes

    Subscriptions / Redemptions

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

    Management fees

    • Fixed fees: 1%
    • Performance fees:
      20% above the benchmark
    • Subscription fees: 7% maximum
    • Redemption fees: nil
    • Transaction fees: nil

    Sycomore Eco Solutions R

    127.93 €
    22.06.2018
    • ISIN Code LU1183791794
    • BLOOMBERG TICKER SYCECOR LX Equity
    • RANGE POSITIONING Environmental & Energy Transition Equities
    • LEGAL STRUCTURE Sub-fund of Sycomore Fund Sicav
    • INCEPTION 2015-08-31
    • BENCHMARK MSCI Daily Net TR Europe
    • INVESTMENT HORIZON 5 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.

    PUBLICATIONS FOR DOWNLOAD

      FUND TRACK RECORD

      TR: Total Return
      NR: Dividends reinvested
      Past performance does not guarantee future returns

      Data as of

      22.06.2018
      Performances
       FundIndex
      June 2018-1.27%0.32%
      2018-0.15%0.46%
      1 year2.09%1.28%
      Inception27.93%14.58%
      Annualised9.16%4.97%
      Statistics
       3 yearsInception
      Correlation0.90.91
      Beta0.930.78
      Alpha8.4%6.6%
      Volatility0.090.14
      Vol. bench.0.080.16
      Tracking Error3.9%6.7%
      Sharpe Ratio2.860.85
      Info. Ratio2.260.88
      Max Drawdown-4.5%-18.4%
      Drawdown bench.-0.06-0.21
      Calendar year returns
       FundIndex
      20164.03%2.58%

      Characteristics

      Classification

      • Capitalisation
      • Fund currency: Euro
      • UCITS V: Yes
      • PEA Eligibility: Yes

      Subscriptions / Redemptions

      • Trades: Daily
      • NAV Frequency: Daily
      • Centralising agent: BNPP Securities Services Lux.
      • Settlement: D+2

      Management fees

      • Fixed Fees: 2%
      • Performance fees: 20% above benchmark
      • Subscription fees: 3% max
      • Redemption fees: nil
      • Transaction fees: nil