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Sycomore Sélection Crédit (Luxembourg)

ISR
Towards Sustainability
Umweltzeichen
SFDR
Art.
6
SRRI risk profile
3
NAV as of 11.30.2022
99.43
YTD performance
- 9.75 %

Sycomore Sélection Crédit invests in bonds issued by European SRI companies with no rating (Investment Grade, High Yield and Not Rated) or capitalisation size constraints. Bond eligibility is decided through proprietary ESG analysis of the investment universe. The fund focuses on non-financial companies. Financial companies cannot exceed 10%.

Asset class
Bonds
Region
Global
Market capitalisation size
Small caps
SRI labels
Yes
ISIN code
LU1592885955
Inception date
January 25, 2022
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 Crédit (Luxembourg) ID
99.43
Sycomore Sélection Crédit (Luxembourg) ID
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 11.30.2022

Period
Fund
Benchmark
Period
November 2022
Fund
2.98%
Benchmark
Period
2022
Fund
-9.75%
Benchmark
Period
1 year
Fund
-9.22%
Benchmark
Period
3 years
Fund
-2.93%
Benchmark
Period
5 years
Fund
-1.16%
Benchmark
Period
Inception
Fund
-0.57%
Benchmark
Period
Annualised
Fund
-0.11%
Benchmark

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 directs
0%
Frais indirects au titre de l’investissement dans le Fonds Maître
0.60%
Droits d'entrée
7% maximum
Droits de sortie
Néant

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.