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SFS Sycomore Global Human Capital

SFDR
Art.
9
1
Sustainable Inv. Exposure
min. 100%
SRI risk profile
4
1
Addresses environmental and/or social challenges
NAV as of 07.17.2024
108.2
YTD performance
+17.46 %
SFS Sycomore Global Human Capital

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
LU2309821804
Inception date
March 30, 2021
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 Global Human Capital RC
108.2
MSCI ACWI Information Technology Net Total Return €
717.98
SFS Sycomore Global Human Capital 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 07.17.2024

Period
Funds
Benchmark
Period
July 2024
Funds
-1.04%
Benchmark
-1.21%
Period
2024
Funds
17.46%
Benchmark
27.04%
Period
1 year
Funds
30.83%
Benchmark
38.4%
Period
3 years
Funds
6.79%
Benchmark
58.57%
Period
Inception
Funds
8.2%
Benchmark
77.14%
Period
Annualised
Funds
2.41%
Benchmark
18.87%

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.

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