Votre navigateur est obsolète! Essayer d’ouvrir cette page web sur un autre navigateur.
Go to content
  • Profile
    -
    Country
    -

SFS Sycomore Next Generation

ISR
SFDR
Art.
8
1
Sustainable Inv. Exposure
min. 25%
SRI risk profile
1
1
Addresses environmental and/or social challenges
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
ezfzfz
Inception date
December 10, 2025
Risk of capital loss
No
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.
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

Sustainability Analyst
Contact
The investment team may change without notice.

Characteristics

Classification

Subscriptions & redemptions

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.
Contact us