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SFS Sycomore Next Generation

ISR
SFDR
Art.
8
1
Sustainable Inv. Exposure
min. 25%
SRI risk profile
3
1
Addresses environmental and/or social challenges
NAV as of 11.19.2024
€ 108.3
YTD performance
+4.68 %
See latest report
SFS Sycomore Next Generation

Sycomore Next Generation is a flexible, multi-asset SRI fund that combines Sycomore’s proven expertise in responsible stock and bond picking and international asset allocation, to achieve performance and diversification. The fund’s investment process draws from a thorough fundamental analysis, combined with the ESG analysis of companies and countries, with an additional macroeconomic overlay. Managed actively, the fund’s exposure to equities (0-50%) and fixed income (0-100%) - including corporate and sovereign debt - is designed to enhance its risk-return profile, to achieve steady capital growth. Employing a multi-themed SRI approach, the fund seeks to invest in companies addressing social, environmental, and technological challenges as highlighted by the United Nations’ Sustainable Development Goals, for the generations to come.

Asset class
Flexible
Region
Global
Market capitalisation size
All caps
SRI labels
Yes
ISIN code
LU1961857551
Legal form
Sub-fund of Sycomore Fund Sicav
Inception date
April 29, 2019
Benchmark
ESTR +2%
Investment horizon
3 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 Next Generation RC
€ 108.3
ESTR +2%
157.1
Export the performance history
SFS Sycomore Next Generation RC
ESTR +2%
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.
Stanislas de Bailliencourt

After the Q3 earnings season confirmed the resilience of companies so far, equity markets enjoyed a sharp rebound, particularly in Europe. This rally was also fuelled by lower-than-expected inflation readings in the United States, which allowed the market to foresee a slowdown in the Fed’s monetary tightening cycle. The portfolio’s technology plays, such as ST Micro and SAP, rose sharply, while ASML has upped its guidance for the next 3 years. In previous months, we had strengthened financials (AXA, Allianz, BNP, SG) which had enjoyed strong runs on the back of robust earnings publications. Finally, the bond portfolio also made a significant contribution to the fund’s performance. We took our profits on the interest rate hedging instruments held by the fund.

Stanislas de Bailliencourt

Head of Fixed Income and Asset Allocation
Contact
The investment team may change without notice.
Alexandre Taieb

Alexandre Taieb

Portfolio Manager
Contact
The investment team may change without notice.
Anaïs Cassagnes

Anaïs Cassagnes

SRI analyst
Contact
The investment team may change without notice.

Performance as of 11.19.2024

Period
Funds
Benchmark
Period
November 2024
Funds
0.53%
Benchmark
0.28%
Period
2024
Funds
4.68%
Benchmark
5.71%
Period
1 year
Funds
7.94%
Benchmark
6.5%
Period
3 years
Funds
-0.37%
Benchmark
14.71%
Period
5 years
Funds
8.42%
Benchmark
18.21%
Period
Inception
Funds
8.3%
Benchmark
19.27%
Period
Annualised
Funds
1.44%
Benchmark
3.22%

Characteristics

Classification

Distribution &/or capitalisation
Distribution &/or capitalisation
Fund currency
Euro
UCITS V
Yes
PEA Eligibility
No

Subscriptions & redemptions

Trades
Daily
NAV frequency
Daily
Centralising agent
BNPP Securities Services
Settlement
T+2

Management fees

Fixed fees
1.6% maximum
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.
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