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SFS Sycomore Sustainable Tech

ISR
SFDR
Art.
9
1
Sustainable Inv. Exposure
100%
A
SRI risk profile
5
1
Sustainable investment objective
A
Excluding money market funds, cash and derivatives
NAV as of 11.30.2023
122.43
YTD performance
+34.52 %
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
LU2181906426
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.
SFS Sycomore Sustainable Tech RC
122.43
MSCI ACWI Information Technology Net Total Return €
548.41
SFS Sycomore Sustainable Tech RC
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 11.30.2023

Period
Funds
Benchmark
Period
November 2023
Funds
11.48%
Benchmark
9.5%
Period
2023
Funds
34.52%
Benchmark
41.06%
Period
1 year
Funds
21.85%
Benchmark
30.74%
Period
3 years
Funds
12.12%
Benchmark
48.51%
Period
Inception
Funds
22.43%
Benchmark
59.11%
Period
Annualised
Funds
6.48%
Benchmark
15.5%

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
2%
Performance fees
15% above benchmark
Subscription fees
3% 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.