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Sycomore Sélection Responsable

ISR
Towards Sustainability
Umweltzeichen
FNG ***
SFDR
Art.
8
1
Sustainable Inv. Exposure
min. 70%
SRI risk profile
4
1
Addresses environmental and/or social challenges
NAV as of 09.28.2023
104.74
YTD performance
+8.87 %
Sycomore Sélection Responsable

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
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 Responsable ID2
104.74
EURO STOXX Net Return EUR
957.86
Sycomore Sélection Responsable ID2
EURO STOXX 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 09.28.2023

Period
Funds
Benchmark
Period
September 2023
Funds
-4.33%
Benchmark
-3.6%
Period
2023
Funds
8.87%
Benchmark
9.44%
Period
1 year
Funds
17.96%
Benchmark
22.75%
Period
3 years
Funds
12.28%
Benchmark
31.65%
Period
5 years
Funds
12.68%
Benchmark
29.56%
Period
Inception
Funds
9.57%
Benchmark
31.13%
Period
Annualised
Funds
1.53%
Benchmark
4.6%

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

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.