Votre navigateur est obsolète! Essayer d’ouvrir cette page web sur un autre navigateur.
Go to content

Sycomore Sélection Responsable (Luxembourg)

FNG
Towards Sustainability
SFDR
Art.
9
Sustainable investment objective
SRRI risk profile
6
NAV as of 12.01.2022
115.32
YTD performance
- 14.99 %
Sycomore Sélection Responsable (Luxembourg)

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
Large caps
SRI labels
Yes
ISIN code
LU1440644455
Legal form
Sub-fund of Sycomore Fund Sicav
Inception date
September 8, 2016
Investment horizon
5 years
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 (Luxembourg) RC
115.32
Sycomore Sélection Responsable (Luxembourg) RC
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 12.01.2022

Period
Fund
Benchmark
Period
December 2022
Fund
1.38%
Benchmark
Period
2022
Fund
-14.99%
Benchmark
Period
1 year
Fund
-13.08%
Benchmark
Period
3 years
Fund
10.73%
Benchmark
Period
5 years
Fund
0.49%
Benchmark
Period
Inception
Fund
15.31%
Benchmark
Period
Annualised
Fund
2.31%
Benchmark

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
nil
Subscription fees
3% maximum
Redemption fees
nil

Risk indicator

1
2
3
4
5
6
7
Low
High
Lower risk implies potentially lower returns
Higher risk implies potentially higher returns
The synthetic risk and return indicator (SRRI) is calculated in accordance with the regulatory requirements applicable to funds compliant with European standards (UCIT IV). The SRRI is based on the volatility of the fund's past performances (weekly). A fund's risk category is not guaranteed and may evolve over time. The SSRI is indicative of the volatility of past performances and provides general information on the fund's risk profile. A rating of 1 is the lowest level of risk and 7 is the highest, though investors should bear in mind that the lowest risk category does not imply the fund carries "no risk".

Looking to invest?

For more information on our investment solutions, please contact us. We will be happy to answer all your questions.