Sycomore Sélection Crédit (Luxembourg)
- SFDR
-
Art.8
- SRI risk profile
-
3
- NAV as of 11.27.2025
- € 119.83
- 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
- LU1592885955
- Inception date
- January 25, 2022
- Benchmark
- Euro Aggreggate Corporate Excl Financials
- Investment horizon
- 5 years
- Risk of capital loss
- Yes
Track record
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
Emmanuel de Sinety
Nicholas Campello
Anaïs Cassagnes
Performance as of 11.27.2025
Characteristics
Classification
- Distribution
- Distribution
- Devise de référence
- Euro
- UCITS V
- Oui
- Eligibilité PEA
- Non
Subscriptions & redemptions
- Ordres
- quotidiens
- Périodicité VL
- quotidienne
- Centralisateur
- BNPP Securities Services
- Date de règlement
- J+2
Management fees
- Frais de gestion fixes et admin
- 0%
- Frais indirects au titre de l’investissement dans le Fonds Maître
- 0.60%
- Droits d'entrée
- 7% maximum
- Droits de sortie
- Néant