Sycomore Sélection Responsable
![ISR](https://sycomore-am.com/storage/thumbnails/data/FundLabel/1/-96_q-90/isr.png?1701166349)
![Towards Sustainability](https://sycomore-am.com/storage/thumbnails/data/FundLabel/4/-96_q-90/towards.png?1701166349)
![Umweltzeichen](https://sycomore-am.com/storage/thumbnails/data/FundLabel/3/-96_q-90/uhmwelt.png?1701167605)
![FNG ***](https://sycomore-am.com/storage/thumbnails/data/FundLabel/7/-96_q-90/fng-2023.png?1701166350)
- SFDR
-
Art.81
-
Sustainable Inv. Exposure
-
min. 70%
- SRI risk profile
-
4
- NAV as of 07.25.2024
- € 127.03
- YTD performance
- +12.43 %
![Sycomore Sélection Responsable](https://sycomore-am.com/storage/thumbnails/data/Fund/14/1024-_q-90/multi-v8.jpg?1701167606)
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
- FR0013277175
- Legal form
- French law FCP
- Inception date
- September 18, 2017
- Benchmark
- EURO STOXX Net Return EUR
- Investment horizon
- 5 years
- Risk of capital loss
- Yes
Track record
Performance as of 07.25.2024
Characteristics
Classification
- Distribution &/or capitalisation
- Distribution &/or 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
- 1%
- Performance fees
- 15% above benchmark
- Subscription fees
- 7% maximum
- Redemption fees
- nil
- Transaction fees
- nil