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Sycomore Sélection PME

ISR
Label Relance
SFDR
Art.
8
1
Sustainable Inv. Exposure
min. 50%
SRI risk profile
4
1
Addresses environmental and/or social challenges
NAV as of 04.11.2024
5,772.95
YTD performance
+0.91 %
Sycomore Sélection PME

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
FR0011707488
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
The labels were created to help investors identify sustainable and responsible products. They are designed as a guide for investors but guarantee neither the capital invested, nor the quality of the investment process applied to the funds. For a summary of investor rights and directives relating to individual or collective action, we recommend you read the fund's prospectus and the key investor information document, as well as our Complaints Handling policy. Sycomore AM Sycomore AM may choose to discontinue the marketing of its UCITs in compliance with article 93b of 2009/65/EC directive and article 32b of directive 2011/61/UE.
Sycomore Sélection PME R
5,772.95
EURO STOXX Total Market Small (Net Return) EUR
852.45
Sycomore Sélection PME R
EURO STOXX Total Market Small (Net Return) EUR
Past performance is no guide to future returns. The fund offers no performance or yield guarantees and carries a risk of capital loss. For a summary of investor rights and directives relating to individual or collective action, we recommend you read the fund's prospectus and the key investor information document, as well as our Complaints Handling policy. Sycomore AM may choose to discontinue the marketing of its UCITs in compliance with article 93b of 2009/65/EC directive and article 32b of directive 2011/61/UE.

Performance as of 04.11.2024

Period
Funds
Benchmark
Period
April 2024
Funds
0.75%
Benchmark
Period
2024
Funds
0.91%
Benchmark
3.3%
Period
1 year
Funds
3.63%
Benchmark
7.07%
Period
3 years
Funds
-9.74%
Benchmark
5.9%
Period
5 years
Funds
17.68%
Benchmark
36.61%
Period
Inception
Funds
188.65%
Benchmark
145.1%
Period
Annualised
Funds
6.17%
Benchmark
5.2%

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
2.4%
Performance fees
15% above a 7% annual return with High Water Mark
Subscription fees
3% maximum
Redemption fees
nil
Transaction fees
nil

Risk indicator

1
2
3
4
5
6
7
Lower risk
Higher risk
The synthetic risk indicator gives an indication of the level of risk of this product compared to others. It shows how likely it is that this product will suffer losses if the markets fluctuate or if we are unable to pay you.

Looking to invest?

For more information on our investment solutions, please contact us. We will be happy to answer all your questions.