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SFS Sycomore Global Education

ISR
SFDR
Art.
9
Sustainable investment objective
SRRI risk profile
6
NAV as of 11.30.2022
84.57
YTD performance
- 11.24 %
SFS Sycomore Global Education

An international selection of companies supporting lifelong quality education

The objective of the Sycomore Global Education fund is to outperform the MSCI AC World Net Return index by investing in three types of listed companies that contribute to education and/or vocational training: i/ companies providing education products and services, ii/ companies creating favourable learning conditions by providing products and services addressing student needs, iii/ companies that are leveraging education to deliver shared value with their stakeholders, creating positive economic and societal impact. The fund has no constraints in terms of the sectors or education fields it covers. Stock selection relies on the SPICE rating and societal contribution, on the theme of education, in keeping with the United Nations’ Sustainable Development Goals and in particular SDG 4.

Asset class
Equities
Region
Global
Market capitalisation size
All caps
SRI labels
Yes
ISIN code
LU2309821713
Inception date
March 30, 2021
Benchmark
MSCI ACWI Net Total Return EUR Index
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 Global Education ID
84.57
MSCI ACWI Net Total Return EUR Index
301.45
SFS Sycomore Global Education ID
MSCI ACWI Net Total Return EUR Index
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
2.86%
Benchmark
3.43%
Period
2022
Fund
-11.24%
Benchmark
-6.15%
Period
1 year
Fund
-10.14%
Benchmark
-3.39%
Period
Inception
Fund
-15.43%
Benchmark
10.43%
Period
Annualised
Fund
-9.51%
Benchmark
6.09%

Characteristics

Classification

Subscriptions & redemptions

Management fees

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.