Sycomore Partners
- SFDR
-
Art.81
-
Sustainable Inv. Exposure
-
min. 50%
- SRI risk profile
-
3
- NAV as of 03.21.2023
- € 1,773.39
- YTD performance
- +4.41 %

Sycomore Partners is a concentrated stock picking fund with variable equity exposure of between 0% and 100%. It seeks significant returns over a 5-year investment horizon with a concentrated selection of highly discounted European stocks, and opportunistic, discretionary management of equity market exposure.
- Asset class
- Equities
- Region
- Europe / Eurozone
- Market capitalisation size
- All caps
- SRI labels
- Yes
- ISIN code
- FR0010601898
- Legal form
- French law FCP
- Inception date
- March 31, 2008
- Benchmark
- EURO STOXX Net Return EUR
- Investment horizon
- 5 years
- Risk of capital loss
- Yes
Track record

Inflation readings came in generally lower than expected, enabling the market to post robust gains during the month. For investors, the scenario of a central bank pivot is back on the cards - implying potential monetary easing from next year - amid an economic slowdown. Bond yields began to trend downwards, benefiting technology companies and quality/growth stocks in particular. Within the portfolio, we sold our positions in Air Liquide, Saint-Gobain, Ackermans and Faurecia, initiated a position in Porsche and strengthened the weightings of SGS, Geberit, Walt Disney, Elis and ALD – which has recently been authorised by the European Commission to purchase its competitor LeasePlan.
Olivier Cassé

Anne-Claire Imperiale

Gilles Lenoir

Alexandre Taieb
Performance as of 03.21.2023
Characteristics
Classification
- Capitalisation
- 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
- 0.5% (This rate is based on the portion of assets invested in equities)
- Performance fees
- 15% above benchmark
- Subscription fees
- 5% maximum
- Redemption fees
- nil
- Transaction fees
- nil