Sycomore Sélection Responsable
- SFDR
-
Art.81
-
Sustainable Inv. Exposure
-
min. 70%
- SRI risk profile
-
4
- NAV as of 12.04.2024
- € 490.86
- YTD performance
- +12.64 %
Sycomore Sélection Responsable aims to deliver long-term returns in excess of those of the Euro Stoxx TR index by selecting quality companies that create sustainable value for all their stakeholders and present a discount to their intrinsic valuation. This conviction-based portfolio, unconstrained with respect to style, sector, country or market capitalization, is built on an in-depth fundamental analysis of companies, in particular on extra-financial issues (ESG), allowing a better assessment of risks and the identification of the most attractive long-term opportunities.
- Asset class
- Equities
- Region
- Europe / Eurozone
- Market capitalisation size
- All caps
- SRI labels
- Yes
- ISIN code
- FR0010971721
- Legal form
- French law FCP
- Inception date
- January 24, 2011
- Benchmark
- EURO STOXX Net Return EUR
- Investment horizon
- 5 years
- Risk of capital loss
- Yes
Track record
Performance as of 12.04.2024
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
- 2%
- Performance fees
- 15% above benchmark
- Subscription fees
- 3% maximum
- Redemption fees
- nil
- Transaction fees
- nil