SFS Sycomore Sustainable Tech
- SFDR
-
Art.91
-
Sustainable Inv. Exposure
-
100%A
- SRI risk profile
-
5
1
Sustainable investment objective
A
Excluding money market funds, cash and derivatives
- NAV as of 12.19.2024
- € 178.94
- YTD performance
- +34.62 %
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
- LU2181906269
- 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
- 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
SFS Sycomore Sustainable Tech IC
€
178.94
since 1 week
since 1 month
since 6 months
since 1 year
since 3 years
since 5 years
since launch
MSCI ACWI Information Technology Net Total Return €
784.6
since 1 week
since 1 month
since 6 months
since 1 year
since 3 years
since 5 years
since launch
SFS Sycomore Sustainable Tech IC
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 12.19.2024
Period
Funds
Benchmark
Period
December 2024
Funds
4.03%
Benchmark
2%
Period
2024
Funds
34.62%
Benchmark
38.82%
Period
1 year
Funds
34.42%
Benchmark
38.38%
Period
3 years
Funds
31.47%
Benchmark
52.25%
Period
Inception
Funds
78.94%
Benchmark
129.33%
Period
Annualised
Funds
14.57%
Benchmark
21.43%
Period
Funds
Benchmark
Period
2023
Funds
42.8%
Benchmark
46.46%
Period
2022
Funds
-33.87%
Benchmark
-26.79%
Period
2021
Funds
22.13%
Benchmark
36.84%
3 years
Inception
Correlation
3 years
0
Inception
0
Beta
3 years
0
Inception
0
Alpha
3 years
0%
Inception
0%
Volatility
3 years
0%
Inception
0%
Tracking Error
3 years
0%
Inception
0%
Sharpe Ratio
3 years
0
Inception
0
Info. Ratio
3 years
0
Inception
0
Max Drawdown
3 years
0%
Inception
0%
Index Drawdown
3 years
0%
Inception
0%
Characteristics
Classification
- Capitalisation
- Capitalisation
- Fund currency
- Euro
- UCITS V
- Yes
- PEA Eligibility
- Yes
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
- 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.