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.
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Sycomore AM – 2020 Responsible investor report, Art. 173
In accordance with the provisions of Article 173 of Law No. 2015-992 of 17 August 2015 on the energetic transition for green growth, Sycomore Asset Management has prepared a report, covering the 2020 financial year, which presents how it integrates environmental, social and governance (ESG) criteria into the investment policy of the Sycomore AM funds and how it manages ESG risks.
Sycomore AM - Human Rights Policy
DownloadSycomore AM - An alignment with SFDR regulation
DownloadSycomore Sélection Responsable : report in compliance with French regulation (« Article 173 »)
In accordance with the provisions of Article 173 of Law No. 2015-992 of 17 August 2015 on the energetic transition for green growth, Sycomore Asset Management has prepared a report, covering the 2019 financial year, which presents how it integrates environmental, social and governance (ESG) criteria into the investment policy of the Sycomore Sélection Responsable fund and how it manages ESG risks.
Sycomore Partners : report in compliance with French regulation (« Article 173 »)
In accordance with the provisions of Article 173 of Law No. 2015-992 of 17 August 2015 on the energetic transition for green growth, Sycomore Asset Management has prepared a report, covering the 2019 financial year, which presents how it integrates environmental, social and governance (ESG) criteria into the investment policy of the Sycomore Partners fund and how it manages ESG risks.
Sycomore Francecap : report in compliance with French regulation (« Article 173 »)
In accordance with the provisions of Article 173 of Law No. 2015-992 of 17 August 2015 on the energetic transition for green growth, Sycomore Asset Management has prepared a report, covering the 2018 financial year, which presents how it integrates environmental, social and governance (ESG) criteria into the investment policy of the Sycomore Francecap fund and how it manages ESG risks.
Sycomore Shared Growth : report in compliance with French regulation (« Article 173 »)
In accordance with the provisions of Article 173 of Law No. 2015-992 of 17 August 2015 on the energetic transition for green growth, Sycomore Asset Management has prepared a report, covering the 2018 financial year, which presents how it integrates environmental, social and governance (ESG) criteria into the investment policy of the Sycomore Francecap fund and how it manages ESG risks.
Sycomore Long / Short Opportunities : report in compliance with French regulation (« Article 173 »)
In accordance with the provisions of Article 173 of Law No. 2015-992 of 17 August 2015 on the energetic transition for green growth, Sycomore Asset Management has prepared a report, covering the 2019 financial year, which presents how it integrates environmental, social and governance (ESG) criteria into the investment policy of the Sycomore Long / Short Opportunities fund and how it manages ESG risks.
Sycomore Allocation Patrimoine : report in compliance with French regulation (« Article 173 »)
In accordance with the provisions of Article 173 of Law No. 2015-992 of 17 August 2015 on the energetic transition for green growth, Sycomore Asset Management has prepared a report, covering the 2019 financial year, which presents how it integrates environmental, social and governance (ESG) criteria into the investment policy of the Sycomore Allocation Patrimoine fund and how it manages ESG risks.
ESG integration policy
This document provides an overview of Sycomore AM’s integration policy for extra-financial or environmental, social and governance (ESG) considerations. This policy lies at the heart of the firm’s mission statement: to bring a human dimension to investing. It provides a basis for dialogue with Sycomore AM’s stakeholders and serves as a framework and guide for the firm’s approach as a responsible investor. The document also presents the principles, analysis tools and human resources dedicated to ESG integration, as well as Sycomore AM’s transparency, voting and engagement policy.
Voting policy
Pursuant to the provisions of Articles 319-21 and 321-132 of the French Financial Markets Authority (AMF) General Regulations, Sycomore Asset Management has established a voting policy, updated as needed, which outlines the conditions under which it intends to exercise the voting rights linked to the securities held by the funds which it manages.
Report on the exercise of voting rights
Pursuant to the provisions of Articles 319-22 and 321-133 of the French Financial Markets Authority (AMF) General Regulations, each year Sycomore Asset Management draws up a report on the conditions under which the voting rights linked to the securities held by the funds which it manages were exercised.
Engagement Policy
This document constitutes Sycomore Asset Management’s engagement and shareholder dialogue policy. It sets out the grounds for Sycomore AM’s engagement, its objectives, along with the tools, processes and practices leading to its implementation.
Policy for the selection of order execution entities
Pursuant to the provisions of Article 314-75-1 of the French Financial Markets Authority (AMF) General Regulations, Sycomore Asset Management has established a policy for the selection and evaluation of entities which provide aid in making investment decisions and execute orders.
Anti-bribery and corruption policy
This Policy defines clear principles which outline Sycomore AM’s position on Bribery & Corruption.
Exclusion policy
DownloadNatural capital strategy
This document summarizes the approach adopted by Sycomore AM regarding environmental issues and the concept of natural capital. It provides a structure as to the duties imposed by article 173 of the French law governing Energy Transition for Green Growth, voted on August, 17th 2015, which enforcement decree, n°2015-1850, was published in the French Official Journal on December, 29th 2015. Indeed, the spirit and intent of the law reinforce institutional investors’ publication requirement first, as to the inclusion of environmental, social and governance (ESG) criteria in their investment policy, and second their policy regarding the contribution to the energy and ecological transition and the fight against global warming.
RI Transparency Report
The PRI Reporting Framework is a key step in the journey towards building a common language and industry standard for reporting responsible investment (RI) activities. This RI Transparency Report is one of the key outputs of this Framework. Its primary objective is to enable signatory transparency on RI activities and facilitate dialogue between investors and their clients, beneficiaries and other stakeholders.
AFG -FIR-Eurosif Transparency Code – SRI equity funds
Socially Responsible Investment is a key feature in the strategic positioning and management of Sycomore Sélection Responsable, Sycomore Happy@Work, Sycomore Eco Solutions, and Sycomore Shared Growth (formerly Sycomore European Growth), as well as Sycomore Sélection Crédit, which is covered by a separate transparency code. This is our 8th edition of the SRI Transparency Code covering the period from December 31st 2018 to the publication date stated in the document. Our full answers to the SRI Transparency Code are available by clicking on the link below and are available in the annual reports for each of our open-ended SRI funds and on our website.
AFG -FIR-Eurosif Transparency Code – Sycomore Sélection Crédit & Sycomore Next Generation
Sycomore Asset Management has been active in Socially Responsible Investment (SRI) since 2008. SRI is a key feature of the strategic positioning and management of Sycomore Sélection Crédit, Sycomore Next Generation, Sycomore Sélection Responsable, Sycomore Happy@Work, Sycomore Eco Solutions, and Sycomore Shared Growth (formerly Sycomore European Growth). The four latter funds are covered by a separate transparency code. This is our 8th edition of the SRI Transparency Code covering the period from December 31st 2018 to the publication date stated in this document. Our full answers to the SRI Transparency Code are provided below and are available in the annual reports for each of our open-ended SRI funds and on our website.
SYCOMORE ASSET MANAGEMENT CLAIMS MANAGEMENT POLICY
In accordance with regulations, Sycomore Asset Management has and maintains an operational procedure for the reasonable and rapid handling of complaints addressed by its clients.
Sycoway as an Investor 2019
Report published on June 30th 2020 relating to the asset management company Sycomore AM and complying with the requirements of Article 173-VI of Law 2015-992 of August 17th 2015 pertaining to the “energy transition for green growth”, for the year 2019.
SRI equity funds transparency code
Sycomore Asset Management has been active in Socially Responsible Investment (SRI) since 2008. SRI is a key feature in the strategic positioning and management of Sycomore Selection Responsable, Sycomore Happy@Work, Sycomore Eco Solutions, Sycomore Shared Growth (formerly Sycomore European Growth), Sycomore Selection Credit, and Sycomore Next Generation (these two latter funds are covered by a separate transparency code).
This is our 8th edition of the SRI Transparency Code covering the period from December 31st 2018 to the publication date stated in this document. Our full answers to the SRI Transparency Code are provided below and are available in the annual reports for each of our open-ended SRI funds and on our website.
Remuneration policy
This remuneration policy has been prepared by Sycomore AM in accordance with the regulations resulting from Directives 2011/65/EC (‘AIFM’) and 2014/91/EC (‘UCITS V’). Its purpose is to align the interests of investors, the management company and the management company’s staff and promote sound and effective risk management of managed portfolios and the management company itself, taking into account the nature, scope and complexity of Sycomore AM’s activities.
