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SFS Sycomore Sustainable Tech

ISR
SFDR
Art.
9
Sustainable investment objective
SRRI risk profile
6
NAV as of 11.30.2022
103.1
YTD performance
- 27 %
SFS Sycomore Sustainable Tech

A selection of global responsible technology players

Sycomore Sustainable Tech invests in technology companies listed on international markets and employs an innovative SRI process. Stocks are selected with no regional or market capitalisation constraints. The ESG approach focuses on three dimensions: 1- “Tech for Good”: for goods and services with positive social or environmental impacts; 2- “Good in Tech”: for a responsible use of goods and services that will reduce negative externalities impacting individuals or the environment; 3-“Improvement Enablers”: companies engaged in making progress in the two previous dimensions.

Asset class
Equities
Region
Global
Market capitalisation size
All caps
SRI labels
Yes
ISIN code
LU2181906772
Legal form
Sub-fund of Sycomore Fund Sicav
Inception date
September 9, 2020
Benchmark
MSCI ACWI Information Technology Net Total Return
Investment horizon
5 years
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 Sustainable Tech CSC
103.1
MSCI ACWI Information Technology Net Total Return
448.24
SFS Sycomore Sustainable Tech CSC
MSCI ACWI Information Technology Net Total Return
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 11.30.2022

Period
Fund
Benchmark
Period
November 2022
Fund
3.94%
Benchmark
7.27%
Period
2022
Fund
-27%
Benchmark
-25.21%
Period
1 year
Fund
-27.16%
Benchmark
-22.98%
Period
Inception
Fund
3.1%
Benchmark
11.01%
Period
Annualised
Fund
1.38%
Benchmark
4.8%

Characteristics

Classification

Capitalisation
Capitalisation
Fund currency
Euro
UCITS V
Yes
PEA Eligibility
No

Subscriptions & redemptions

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

Management fees

Fixed fees
1%
Performance fees
15% above benchmark
Subscription fees
3% maximum
Redemption fees
nil
Transaction fees
nil

Risk indicator

1
2
3
4
5
6
7
Low
High
Lower risk implies potentially lower returns
Higher risk implies potentially higher returns
The synthetic risk and return indicator (SRRI) is calculated in accordance with the regulatory requirements applicable to funds compliant with European standards (UCIT IV). The SRRI is based on the volatility of the fund's past performances (weekly). A fund's risk category is not guaranteed and may evolve over time. The SSRI is indicative of the volatility of past performances and provides general information on the fund's risk profile. A rating of 1 is the lowest level of risk and 7 is the highest, though investors should bear in mind that the lowest risk category does not imply the fund carries "no risk".

Looking to invest?

For more information on our investment solutions, please contact us. We will be happy to answer all your questions.