Strategies

Sustainable Equities

Sycomore Sélection Responsable (Luxembourg)

Cyril Charlot

Cyril Charlot

Founding Partner & Co-Head of Portfolio Management
Bertille Knuckey

Bertille Knuckey

Head of Sustainable & Responsible Investment & Portfolio Manager
Alban Préaubert

Alban Préaubert

Portfolio Manager

Sycomore Sélection Responsable aims to deliver long-term returns in excess of those of the Euro Stoxx TR index by selecting quality companies that create sustainable value for all their stakeholders and present a discount to their intrinsic valuation. This conviction-based portfolio, unconstrained with respect to style, sector, country or market capitalization, is built on an in-depth fundamental analysis of companies, in particular on extra-financial issues (ESG), allowing a better assessment of risks and the identification of the most attractive long-term opportunities.




The management team can change without notice.

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Sycomore Sélection Responsable (Luxembourg) RC

106.69 €
05.08.2020
  • ISIN Code LU1440644455
  • BLOOMBERG TICKER SYSEREA FP Equity
  • RANGE POSITIONING SRI Eurozone Equities
  • LEGAL STRUCTURE Sub-fund of Sycomore Fund Sicav
  • INCEPTION 2016-09-08
  • BENCHMARK EURO STOXX TR
  • 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

    05.08.2020
    Performances
     FundIndex
    August 20201.70%2.82%
    2020-0.52%-9.90%
    1 year8.29%1.32%
    3 years-5.98%0.82%
    Inception6.69%18.18%
    Annualised1.67%4.37%
    Statistics
     3 yearsInception
    Correlation0.960.95
    Beta0.860.8
    Alpha-2.8%2.1%
    Volatility17.4%16.5%
    Index volatility19.3%19.7%
    Tracking Error5.7%6.4%
    Sharpe Ratio-0.120.38
    Info. Ratio-0.50.21
    Max Drawdown-36.4%-36.4%
    Index Drawdown-37.9%-37.9%
    Calendar year returns
     FundIndex
    201918.93%26.11%
    2018-22.76%-12.72%
    201714.4%12.55%
    20166.35%4.15%
    201518.89%10.33%
    20144.07%4.14%
    201323.18%23.74%
    201222.02%19.34%

    Characteristics

    Classification

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

    Subscriptions / Redemptions

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

    Management fees

    • Fixed fees: 2%
    • Performance fees:
      20% above benchmark
    • Subscription fees: 3% maximum
    • Redemption fees: nil