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Sycomore Sélection Responsable (Luxembourg)

Towards Sustainability
FNG ***
SFDR
Art.
8
1
Sustainable Inv. Exposure
min. 70%
SRI risk profile
4
1
Addresses environmental and/or social challenges
NAV as of 04.11.2024
142.82
YTD performance
+10.33 %
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
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 (Luxembourg) RC
142.82
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 04.11.2024

Period
Funds
Benchmark
Period
April 2024
Funds
-1.59%
Benchmark
Period
2024
Funds
10.33%
Benchmark
Period
1 year
Funds
16.95%
Benchmark
Period
3 years
Funds
14.33%
Benchmark
Period
5 years
Funds
40.2%
Benchmark
Period
Inception
Funds
42.82%
Benchmark
Period
Annualised
Funds
4.81%
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
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.