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: email@example.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.
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.
Pursuant to the provisions of Article 314-100 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 Article 314-101 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.
Exclusion policy of companies related to controversial weapons
In line with the Ottawa (1997) and Oslo (2008) Conventions, Sycomore Asset Management excludes any direct investment, through both equity and bonds, in companies producing, selling, stockpiling or transferring anti-personal mine or cluster munitions.
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.
Summary of intermediary costs
Pursuant to the provisions of Article 314-82 of the French Financial Markets Authority (AMF) General Regulations, each year Sycomore Asset Management draws up a summary of the conditions under which services to aid in making investment decisions and to execute orders were used under commission sharing agreements.
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.
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 Transparency Code - Sycomore Sélection Responsable
Socially Responsible Investment is a key component of the strategic positioning and management of the Sycomore Sélection Responsable fund. This is our fourth adherence, which covers the period from January to December 2014. Our complete response to the SRI Transparency Code is available in the annual report of each of our SRI funds open to the public and by clicking in the link below.
AFG/FIR Tranparency Code - Sycomore Sélection Crédit
Socially Responsible Investment is a key component of the strategic positioning and management of the Sycomore Sélection Crédit fund. This is our fourth adherence, which covers the period from January to December 2014. Our complete response to the SRI Transparency Code is available in the annual report of each of our SRI funds open to the public and by clicking in the link below.
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.