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SFS Sycomore Europe Eco Solutions

Greenfin
ISR
Towards Sustainability
SFDR
Art.
9
1
Sustainable Inv. Exposure
100%
A
SRI risk profile
4
1
Sustainable investment objective
A
Excluding money market funds, cash and derivatives
NAV as of 12.19.2024
€ 87.87
YTD performance
- 7.06 %
SFS Sycomore Europe Eco Solutions

A European selection of companies supporting the environmental transition

Sycomore Europe Eco Solutions invests in listed European companies across the entire market capitalisation spectrum. The fund focuses on companies with business models that support the environmental transition according to the Net Environmental Contribution (NEC) metric, covering a wide range of areas: renewable energy, energy efficiency and electrification, mobility, natural resources, renovation and construction, circular economy, food, and ecosystem services. The fund excludes businesses that destroy biodiversity, contribute towards global warming, or display poor Environmental, Societal and Governance ratings.  

Asset class
Equities
Region
Europe / Eurozone
Market capitalisation size
All caps
SRI labels
Yes
ISIN code
LU1786954286
Legal form
Sub-fund of Sycomore Fund Sicav
Inception date
March 15, 2018
Benchmark
MSCI Europe Net Total Return EUR Index
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.

Track record

Export the performance history
SFS Sycomore Europe Eco Solutions CS
€ 87.87
MSCI Europe Net Total Return EUR Index
335.45
Export the performance history
SFS Sycomore Europe Eco Solutions CS
MSCI Europe Net Total Return EUR Index
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.
Anne-Claire Abadie

Reassuring inflation readings in the US, followed by the rather more dovish tone used in the Fed’s latest meeting and the early signs of reopening in China, led to a sharp market rebound. In particular, easing energy prices accelerated the rebound for companies most exposed to energy spending, such as raw materials players (Befesa, Aurubis, AMG and MP Materials). Finally, the fund benefited from the robust performance delivered by Infineon (record year in 2022 suggesting a strong improvement for mid-term objectives). The COP27 failed to meet expectations on emission reductions and the exit from fossil fuels but did reiterate the 1.5°C target and agreed on a support fund to help developing countries recover from climate-related disasters.

Anne-Claire Abadie

Portfolio Manager, Environment specialist
Contact
The investment team may change without notice.
Alban Préaubert

Alban Préaubert

Portfolio Manager
Contact
The investment team may change without notice.

Performance as of 12.19.2024

Period
Funds
Benchmark
Period
December 2024
Funds
-3.1%
Benchmark
0.82%
Period
2024
Funds
-7.06%
Benchmark
10.28%
Period
1 year
Funds
-6.06%
Benchmark
10.91%
Period
3 years
Funds
-18.04%
Benchmark
18.64%
Period
Inception
Funds
-12.13%
Benchmark
33.77%
Period
Annualised
Funds
-3.42%
Benchmark
8.14%

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 Lux.
Settlement
D+2

Management fees

Fixe fees
1%
Performance fees
15% above benchmark
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.
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