Strategies

Thematic Equities

Sycomore Shared Growth

Frédéric Ponchon

Frédéric Ponchon

Portfolio Manager
Arnaud d’Aligny

Arnaud d’Aligny

Portfolio Manager
Sara Carvalho De Oliveira

Sara Carvalho De Oliveira

ESG Analyst

Sycomore Shared Growth focuses on companies offering solutions to the world’s major societal challenges and that have embedded this positive impact objective into their strategy to deliver profitable and sustainable growth. The Fund aims to deliver returns above the Euro Stoxx Total Return index, based on a socially responsible investment process. The Fund’s investment universe includes all listed companies in Continental Europe, with no size constraints.

Select a share class

Sycomore Shared Growth A

391.44 €
18.10.2018
  • ISIN Code FR0007073119
  • BLOOMBERG TICKER SYSYCTE FP Equity
  • RANGE POSITIONING Growth & Visibility Eurozone
  • AMF CLASSIFICATION Eurozone equities
  • LEGAL STRUCTURE French law FCP
  • INCEPTION 2002-06-24
  • 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

    18.10.2018
    Performances
     FundIndex
    October 2018-3.66%-5.86%
    20180.07%-5.61%
    1 year-1.35%-7.09%
    3 years15.29%12.28%
    5 years45.57%30.95%
    Inception160.96%112.93%
    Annualised6.05%4.74%
    Statistics
     3 yearsInception
    Correlation0.940.89
    Beta0.680.54
    Alpha2.2%2.9%
    Volatility0.130.13
    Vol. bench.0.180.22
    Tracking Error7.4%11.7%
    Sharpe Ratio0.640.38
    Info. Ratio-0.030.08
    Max Drawdown-17.8%-56%
    Drawdown bench.-0.26-0.6
    Calendar year returns
     FundIndex
    20161.12%4.15%
    201514.68%10.33%
    20147.89%4.14%
    201320.5%23.74%
    201221.82%19.34%
    2011-7.92%-15.22%
    20103.81%2.69%
    200921.3%27.62%
    2008-39.91%-44.61%
    2007-3.65%7.28%
    200619.16%23.02%
    200524.72%25.84%
    200413.38%12.31%
    200318.02%20.77%

    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: 1.5%
    • Performance fees:
      20% above benchmark
    • Subscription fees: 5% maximum
    • Redemption fees: nil
    • Transaction fees: nil

    Sycomore Shared Growth I

    414.85 €
    18.10.2018
    • ISIN Code FR0010117085
    • BLOOMBERG TICKER SYCMTWI FP Equity
    • RANGE POSITIONING Growth & Visibility Eurozone
    • AMF CLASSIFICATION Eurozone equities
    • LEGAL STRUCTURE French law FCP
    • INCEPTION 2004-10-01
    • 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

      18.10.2018
      Performances
       FundIndex
      October 2018-3.64%-5.86%
      20180.45%-5.61%
      1 year-0.87%-7.09%
      3 years16.96%12.28%
      5 years48.96%30.95%
      Inception176.57%112.93%
      Annualised6.43%4.74%
      Statistics
       3 yearsInception
      Correlation0.940.89
      Beta0.680.55
      Alpha2.7%3.2%
      Volatility0.130.13
      Vol. bench.0.180.22
      Tracking Error7.4%11.6%
      Sharpe Ratio0.680.4
      Info. Ratio0.030.11
      Max Drawdown-17.5%-55.7%
      Drawdown bench.-0.26-0.6
      Calendar year returns
       FundIndex
      20161.61%4.15%
      201515.15%10.33%
      20148.35%4.14%
      201321.02%23.74%
      201222.32%19.34%
      2011-7.6%-15.22%
      20104.33%2.69%
      200921.83%27.62%
      2008-39.63%-44.61%
      2007-3.26%7.28%
      200619.49%23.02%
      200525.09%25.84%
      200413.44%12.31%
      200318.02%20.77%

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

      Sycomore Shared Growth ID

      400.55 €
      18.10.2018
      • ISIN Code FR0012758704
      • BLOOMBERG TICKER SYSMTWD FP Equity
      • RANGE POSITIONING Growth & Visibility Eurozone
      • AMF CLASSIFICATION Eurozone equities
      • LEGAL STRUCTURE French law FCP
      • INCEPTION 2015-06-08
      • 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

        18.10.2018
        Performances
         FundIndex
        October 2018-3.64%-5.86%
        20180.45%-5.61%
        1 year-0.87%-7.09%
        3 years16.98%12.28%
        5 years48.98%30.95%
        Inception176.59%112.93%
        Annualised6.43%4.74%
        Statistics
         3 yearsInception
        Correlation0.940.89
        Beta0.670.55
        Alpha2.7%3.2%
        Volatility0.130.13
        Vol. bench.0.180.22
        Tracking Error7.5%11.6%
        Sharpe Ratio0.680.4
        Info. Ratio0.030.11
        Max Drawdown-17.5%-55.7%
        Drawdown bench.-0.26-0.6
        Calendar year returns
         FundIndex
        20161.61%4.15%
        201511.73%10.33%
        20148.35%4.14%
        201321.02%23.74%
        201222.32%19.34%
        2011-7.6%-15.22%
        20104.33%2.69%
        200921.83%27.62%
        2008-39.63%-44.61%
        2007-3.26%7.28%
        200619.49%23.02%
        200525.09%25.84%
        200413.44%12.31%
        200318.02%20.77%

        Characteristics

        Classification

        • Distribution &/or 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: 1%
        • Performance fees:
          20% above benchmark
        • Subscription fees: 7% maximum
        • Redemption fees: nil
        • Transaction fees: nil

        Sycomore Shared Growth R

        365.81 €
        18.10.2018
        • ISIN Code FR0010117093
        • BLOOMBERG TICKER SYSMTWR FP Equity
        • RANGE POSITIONING Growth & Visibility Eurozone
        • AMF CLASSIFICATION Eurozone equities
        • LEGAL STRUCTURE French law FCP
        • INCEPTION 2004-10-01
        • 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

          18.10.2018
          Performances
           FundIndex
          October 2018-3.68%-5.86%
          2018-0.30%-5.61%
          1 year-1.81%-7.09%
          3 years13.75%12.28%
          5 years42.42%30.95%
          Inception143.87%112.93%
          Annualised5.61%4.74%
          Statistics
           3 yearsInception
          Correlation0.940.89
          Beta0.670.55
          Alpha1.8%2.5%
          Volatility0.130.13
          Vol. bench.0.180.22
          Tracking Error7.5%11.6%
          Sharpe Ratio0.610.34
          Info. Ratio-0.10.04
          Max Drawdown-17.9%-56.4%
          Drawdown bench.-0.26-0.6
          Calendar year returns
           FundIndex
          20160.71%4.15%
          201514.24%10.33%
          20147.41%4.14%
          201319.92%23.74%
          201221.3%19.34%
          2011-8.4%-15.22%
          20103.29%2.69%
          200920.78%27.62%
          2008-40.16%-44.61%
          2007-4.17%7.28%
          200618.43%23.02%
          200523.97%25.84%
          200413.25%12.31%
          200318.02%20.77%

          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
          • Transaction fees: nil