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Sycomore Social Impact

ISR
FNG ***
SFDR
Art.
9
1
Sustainable Inv. Exposure
100%
A
SRI risk profile
4
1
Sustainable investment objective
A
Excluding money market funds, cash and derivatives
NAV as of 10.07.2024
458.57
YTD performance
+15.43 %
Sycomore Social Impact

Sycomore Social Impact overweights companies that offer solutions to the major global societal challenges and integrate this quest for a positive impact into their strategy, in order to deliver profitable and sustainable growth. The fund aims to outperform the Euro Stoxx Total Return through a socially responsible investment process. The investment universe consists of all listed stocks in continental Europe with no company size constraints.

Asset class
Equities
Region
Europe / Eurozone
Market capitalisation size
All caps
SRI labels
Yes
ISIN code
FR0012758704
Legal form
French law FCP
Inception date
June 8, 2015
Benchmark
EURO STOXX Net Return EUR
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 Social Impact ID
458.57
EURO STOXX Net Return EUR
1,146.02
Sycomore Social Impact ID
EURO STOXX Net Return EUR
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 10.07.2024

Period
Funds
Benchmark
Period
October 2024
Funds
-1.08%
Benchmark
-0.81%
Period
2024
Funds
15.43%
Benchmark
10.55%
Period
1 year
Funds
20.29%
Benchmark
20.49%
Period
3 years
Funds
-3.69%
Benchmark
20.56%
Period
5 years
Funds
14.29%
Benchmark
52.29%
Period
Inception
Funds
230.91%
Benchmark
250.63%
Period
Annualised
Funds
5.52%
Benchmark
5.79%

Characteristics

Classification

Distribution &/or capitalisation
Distribution &/or 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
1%
Performance fees
15% above benchmark
Subscription fees
7% 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.