Sycomore Sélection PME
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- SFDR
-
Art.81
-
Sustainable Inv. Exposure
-
min. 50%
- SRI risk profile
-
4
- NAV as of 02.20.2025
- € 6,112.84
- YTD performance
- +4.02 %
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A responsible selection of SMEs
Sycomore Sélection PME seeks to deliver superior returns over a 5-year investment horizon by employing a socially responsible and multithemed investment process (energy transition, healthcare, nutrition, well-being, digital…) in keeping with the United Nations’ Sustainable Development Goals (SDGs). Primarily exposed to EU country equities, the fund specifically targets European SMEs that meet the PEA-PME scheme selection criteria, with no sector constraints. Our ESG exclusion and selection methodology is fully integrated into our corporate fundamental analysis framework.
- Asset class
- Equities
- Region
- Europe / Eurozone
- Market capitalisation size
- MidCaps
- SRI labels
- Yes
- ISIN code
- FR0011707470
- Legal form
- French law FCP
- Inception date
- January 27, 2014
- Benchmark
- EURO STOXX Total Market Small (Net Return) EUR
- Investment horizon
- 5 years
- Risk of capital loss
- Yes
Track record
Performance as of 02.20.2025
Characteristics
Classification
- Capitalisation
- Capitalisation
- Fund currency
- Euro
- UCITS V
- Yes
- PEA Eligibility
- Yes
- PEA PME Eligibility
- Yes
Subscriptions & redemptions
- Trades
- Daily
- NAV frequency
- Daily
- Centralising agent
- BNPP Securities Services
- Settlement
- T+2
Management fees
- Fixed fees
- 1.2%
- Performance fees
- 15% above a 7% annual return with High Water Mark
- Subscription fees
- 7% maximum
- Redemption fees
- nil
- Transaction fees
- nil