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SFS Sycomore Partners

SFDR
Art.
8
1
SRI risk profile
3
1
Addresses environmental and/or social challenges
NAV as of 12.14.2023
0
YTD performance
- 100 %

Sycomore Partners is a concentrated stock picking fund with variable equity exposure of between 0% and 100%. It seeks significant returns over a 5-year investment horizon with a concentrated selection of highly discounted European stocks, and opportunistic, discretionary management of equity market exposure.

Asset class
Equities
Region
Global
Market capitalisation size
All caps
SRI labels
No
ISIN code
LU1725499187
Legal form
Compartiment Sycomore Fund Sicav
Inception date
December 14, 2017
Benchmark
50% ESTR + 50% STOXX EUROPE 600 NR
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.
SFS Sycomore Partners IC
0
50% ESTR + 50% STOXX EUROPE 600 NR
218.83
SFS Sycomore Partners IC
50% ESTR + 50% STOXX EUROPE 600 NR
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 12.14.2023

Period
Funds
Benchmark
Period
December 2023
Funds
-100%
Benchmark
1.71%
Period
2024
Funds
-100%
Benchmark
9.16%
Period
1 year
Funds
-100%
Benchmark
7.04%
Period
3 years
Funds
-100%
Benchmark
16.86%
Period
5 years
Funds
-100%
Benchmark
28.22%
Period
Inception
Funds
-100%
Benchmark
22.85%
Period
Annualised
Funds
-100%
Benchmark
3.49%

Characteristics

Classification

Capitalisation
Capitalisation
Devise
Euro
UCITS V
Oui

Subscriptions & redemptions

Ordres
quotidiens
Périodicité VL
quotidienne
Centralisateur
BNPP Securities Services
Date de règlement
J+2

Management fees

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.