Strategies

Sustainable Equities

Sycomore Rendement Durable

Frédéric Ponchon

Frédéric Ponchon

Portfolio Manager
Thomas Dhainaut

Thomas Dhainaut

Portfolio Manager
Alban Préaubert

Alban Préaubert

ESG Analyst & Portfolio Manager

Sycomore Rendement Durable aims to select stocks that pay a consistently high dividend over the long term. The selection process is based on the conviction that long-term dividends derive from visible, sustainable earnings growth and / or a fair distribution of value creation between all stakeholders. The investment universe primarily comprises European stocks. The fund aims to outperform the Stoxx 600 TR index.

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Sycomore Rendement Durable I

107.29 €
18.07.2018
  • ISIN Code LU1301026545
  • BLOOMBERG TICKER SYCRDIC LX Equity
  • LEGAL STRUCTURE Sub-fund of Sycomore Fund Sicav
  • INCEPTION 2015-11-26
  • BENCHMARK n/a

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

    18.07.2018
    Performances
     FundIndex
    July 20182.15%
    2018-1.32%
    1 year-1.71%
    Inception7.29%
    Annualised2.64%
    Statistics
     3 yearsInception
    Correlation0.920.97
    Beta0.810.82
    Alpha3.4%1.3%
    Volatility0.070.13
    Vol. bench.0.080.16
    Tracking Error3.3%4.4%
    Sharpe Ratio2.290.36
    Info. Ratio0.210.18
    Max Drawdown-4.8%-16.4%
    Drawdown bench.-0.06-0.21
    Calendar year returns
     FundIndex
    20161.71%1.73%

    Sycomore Rendement Durable R

    104.63 €
    18.07.2018
    • ISIN Code LU1310167512
    • BLOOMBERG TICKER SYCRDRC LX Equity
    • LEGAL STRUCTURE Sub-fund of Sycomore Fund Sicav
    • INCEPTION 2015-11-26
    • BENCHMARK n/a

    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