SFS Sycomore Global Eco Solutions
- SFDR
-
Art.91
-
Sustainable Inv. Exposure
-
100%A
- SRI risk profile
-
4
- NAV as of 12.04.2024
- € 101.69
- YTD performance
- +18.96 %
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
- LU2412098654
- 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
Track record
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
Anne-Claire Abadie
Performance as of 12.04.2024
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
- 10% above benchmark
- Subscription fees
- 5% maximum
- Redemption fees
- nil
- Transaction fees
- nil