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Sycomore Sélection Crédit (Luxembourg)

Towards Sustainability
Umweltzeichen
SFDR
Art.
8
SRI risk profile
4
NAV as of 11.27.2025
€ 105.84
YTD performance
+4.13 %

A responsible and opportunistic selection of European bonds based on proprietary ESG analysis

Sycomore Sélection Crédit (Luxembourg) is a feeder of Sycomore Sélection Crédit. Sycomore Sélection Crédit aims to deliver financial returns above those of the Bloomberg Euro Aggregate Corporate Ex-Financials TR over a minimum investment horizon of five years, within a modified duration range of 0 to +5, by applying a socially responsible investment process. The fund also aims to outperform its benchmark on the Net Environmental Contribution (NEC) indicator and on the 3-year headcount variation indicator, to select durable companies, particularly on environmental and/or contribution to employment criteria.

Asset class
Bonds
Region
Global
Market capitalisation size
Small caps
SRI labels
Yes
ISIN code
LU1786954955
Legal form
FCP
Inception date
January 9, 2012
Benchmark
Euro Aggreggate Corporate Excl Financials
Investment horizon
5 years
Risk of capital loss
No
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
Sycomore Sélection Crédit (Luxembourg) CS EUR
€ 105.84
Euro Aggreggate Corporate Excl Financials
251.3
Export the performance history
Sycomore Sélection Crédit (Luxembourg) CS EUR
Euro Aggreggate Corporate Excl Financials
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.
Stanislas de Bailliencourt

The fund posted strong returns as yields and credit spreads continued to ease. Lower-than-expected inflation readings in the United States were a catalyst for this move, allowing the market to foresee a potential slowdown in the Fed’s monetary tightening cycle. The quarterly earnings reported by investee companies reassured investors on their resilience given the current economic environment. The primary market was rather more active in November with some attractive issuances, including Faurecia which offered a coupon above 7% for a bond maturing in 2026. We continued to invest by focusing on the BBB segment, which is once more displaying attractive yields, thereby trimming our cash reserves. Having reduced the fund’s modified duration in recent months, the level has since stabilised as the outlook for interest rates has already factored in many monetary policy adjustments.

Stanislas de Bailliencourt

Head of Fixed Income and Asset Allocation
Contact
The investment team may change without notice.
Emmanuel de Sinety

Emmanuel de Sinety

Portfolio Manager
Contact
The investment team may change without notice.
Nicholas Campello

Nicholas Campello

Analyst-Portfolio Manager
Contact
The investment team may change without notice.
Anaïs Cassagnes

Anaïs Cassagnes

Sustainability Analyst
Contact
The investment team may change without notice.

Performance as of 11.27.2025

Period
Funds
Benchmark
Period
November 2025
Funds
-0.05%
Benchmark
-0.33%
Period
2025
Funds
4.13%
Benchmark
2.84%
Period
1 year
Funds
4.54%
Benchmark
2.98%
Period
Inception
Funds
5.84%
Benchmark
3.96%
Period
Annualised
Funds
5.14%
Benchmark
3.49%

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 Luxembourg
Settlement
T+2

Management fees

Admin and management fees
0,97%
Performance fees
nil
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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