Global Allocation Opportunité

Global Allocation Opportunité est un fonds d'allocation d'actifs géré avec une approche patrimoniale. L'allocation discrétionnaire et flexible est multi-classes d'actifs (actions, obligations, monétaires) dans un univers d'investissement mondial (y compris les marchés émergents). Les deux principaux moteurs de performance sont la stratégie « actions » (exposition du portefeuille de 0% à 100%* aux marchés d’actions internationales, sans contrainte sectorielle ou de capitalisation) et la stratégie « rendement obligataire » (exposition du portefeuille de 0% à 100%*). Cette dernière a pour objectif d’offrir un rendement régulier tout en veillant à maintenir une sensibilité du portefeuille global entre -1 et +4. La gestion s'appuie sur un processus d'investissement structuré et rigoureux, basé sur une approche macro-économique et notre analyse de sociétés.

*Modifications de la stratégie de gestion et des bornes d'exposition depuis le 17/01/2025, date de changement du prospectus.

Les performances passées ne sont pas garantes des résultats futurs. Le fonds n’offre aucune garantie de rendement ou de performance et présente un risque de perte en capital. Pour un résumé des droits de l’investisseur et des directives relatives à une action individuelle ou collective, nous vous invitons à consulter le prospectus du fonds et son document d’information clé pour l’investisseur, ainsi que la politique de traitement des réclamations et plaintes. Sycomore AM peut décider de cesser la commercialisation de ses organismes de placement collectifs conformément à l’article 93 bis de la directive 2009/65/CE et à l’article 32 bis de la directive 2011/61/UE.

We would like to draw investors’ attention to the fact that the information available on this website is of a general nature and should not be construed as either adapted to the specific needs or circumstances of a given investor, nor as providing personal investment recommendations or financial advice.

The information available on this website is provided for information purposes only. SYCOMORE ASSET MANAGEMENT cannot be held liable for an investment or divestment decision made solely on the basis of the information provided herein. Although we believe the information made available on this website to be reliable, it should not be assumed to be exhaustive. SYCOMORE AM reserves the right to amend the contents on a discretionary basis and with no prior notice. If, despite the attention paid by SYCOMORE AM to the quality and timeliness of the information published on this website, some of the information is proved to be wrong or incomplete, SYCOMORE AM shall correct the situation as soon as possible but cannot be held liable for any errors, omissions or flaws that may be noted. Where necessary, you may report any flaws you have noted at the following address: info@sycomore-am.com.

We would like to remind investors that past performance is no guide to future returns and is not consistent over time. Our funds offer no yield or performance guarantees and carry a risk of capital loss. Before investing, please read the fund’s KIID available on our website www.sycomore-am.com or upon simple request from SYCOMORE ASSET MANAGEMENT. Our funds are offered to all investors and may be used in unit-based life-assurance contracts. The minimum investment horizon of each fund is indicated in its prospectus. The amount that is reasonable to invest in our funds will depend upon your personal situation. This can be determined by considering your personal wealth, current and future needs, and whether you are prepared to take on risks or prefer a cautious investment. We also highly recommend that you diversify your investments sufficiently to avoid exposing your capital exclusively to the risks associated with our funds.

The funds presented below are domiciled in France or in Luxembourg and may not be authorized for sale in your country. Each fund factsheet provides information on the countries in which the fund is registered. Units of our FCPs – which are Foreign Public Funds as per section 13 of the US Bank Holding Company Act – have not been registered or declared to the US authorities as per the US Securities Act of 1933. As a result, they may not be offered or sold, either directly or indirectly, in the United States or on behalf of a “US Person” as defined by the US regulation (Regulation S). In all circumstances, the user of the present site is responsible for ensuring beforehand that his or her connection to this website and access to the information contained herein is neither a failure to meet regulatory obligations, nor a regulatory violation on account of his or her own legal situation, particularly with respect to the national law applicable to the individual.

Track record

Stanislas de Bailliencourt

Emmanuel de Sinety

Alexandre Taieb

Performance as of 03.05.2026

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