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SFS Sycomore Global Eco Solutions

ISR
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 12.19.2024
$ 88.11
YTD performance
+5.76 %
SFS Sycomore Global Eco Solutions

A global selection of companies supporting the environmental transition

Sycomore Global Eco Solutions invests in international listed companies across the entire market capitalization spectrum. The fund focuses on companies with business models that contribute to the environmental transition according to the Net Environmental Contribution (NEC) metric, covering a wide range of areas: renewable energy, energy efficiency and electrification, mobility, natural resources, renovation and construction, circular economy, food, and ecosystem services. The fund excludes businesses that destroy biodiversity, contribute towards global warming, or display poor Environmental, Societal and Governance ratings.

Asset class
Equities
Region
Global
Market capitalisation size
All caps
SRI labels
Yes
ISIN code
LU2412098811
Legal form
Sub-fund of Sycomore Fund Sicav
Inception date
December 21, 2021
Benchmark
MSCI ACWI Net Total Return EUR Index
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.

Track record

Export the performance history
SFS Sycomore Global Eco Solutions I USD
$ 88.11
MSCI ACWI Net Total Return EUR Index
411.39
Export the performance history
SFS Sycomore Global Eco Solutions I USD
MSCI ACWI Net Total Return EUR Index
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.
Thibault Renoux

Reassuring inflation readings in the US and the early signs of reopening in China led to a sharp market rebound. In particular, easing energy prices accelerated the rebound for companies most exposed to energy spending, notably in Europe (Befesa, Lenzing), while declining yields enabled growth stocks to rebound, including solar energy players (Solaredge and Shoals Technologies, which upgraded its annual guidance) and tech stocks such as Wolfspeed or Infineon (record year in 2022 suggesting a strong improvement for its mid-term objectives). The COP27 failed to meet expectations on emission reductions and the exit from fossil fuels but did reiterate the 1.5°C target and agreed on a support fund to help developing countries recover from climate-related disasters.

Thibault Renoux

Portfolio Manager
Contact
The investment team may change without notice.
Anne-Claire Abadie

Anne-Claire Abadie

Portfolio Manager, Environment specialist
Contact
The investment team may change without notice.

Performance as of 12.19.2024

Period
Funds
Benchmark
Period
December 2024
Funds
-6.75%
Benchmark
-1.08%
Period
2024
Funds
5.76%
Benchmark
24.86%
Period
1 year
Funds
6.85%
Benchmark
24.74%
Period
Inception
Funds
-11.89%
Benchmark
29.84%
Period
Annualised
Funds
-4.14%
Benchmark
9.12%

Characteristics

Classification

Capitalisation
Capitalisation
Fund currency
Euro
UCITS V
Yes

Subscriptions & redemptions

Trades
Daily
NAV frequency
Daily
Centralising agent
BNPP Securities Services Lux.
Settlement
D+2

Management fees

Fixe fees
1%
Performance fees
15% above benchmark
Subscription fees
5% 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.
Contact us