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Sycomore Inclusive Jobs

ISR
SFDR
Art.
9
Sustainable investment objective
SRRI risk profile
6
NAV as of 12.01.2022
85.56
YTD performance
- 18.02 %
Sycomore Inclusive Jobs

Sycomore Inclusive Jobs is an Equity Solidarity Fund investing in companies that create sustainable and inclusive employment according to Sycomore AM's analysis. The fund invests 85% to 95% of its assets in listed European equities that meet strict ESG criteria, and 5% to 10% in shares of the Sycomore Impact Emploi By INCO FCPR fund. Managed by INCO Ventures, this FCPR mainly invests in unlisted social purpose solidarity companies (Esus) that create inclusive employment for workers who have difficulty in accessing the job market. Companies are selected using The Good Jobs Rating methodology, based on three key dimensions that will help assess a company’s contribution to the societal challenges associated with employment: quantity, quality and geography. The company’s activities must also be aligned with the environmental and societal transitions.

Asset class
Equities
Region
Europe / Eurozone
Market capitalisation size
All caps
SRI labels
No
ISIN code
FR0014000IG4
Inception date
May 7, 2021
Benchmark
EURO STOXX Net Return EUR
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.
Sycomore Inclusive Jobs RC
85.56
EURO STOXX Net Return EUR
913.06
Sycomore Inclusive Jobs RC
EURO STOXX Net Return EUR
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 12.01.2022

Period
Fund
Benchmark
Period
December 2022
Fund
1.15%
Benchmark
0.7%
Period
2022
Fund
-18.02%
Benchmark
-8.51%
Period
1 year
Fund
-16.27%
Benchmark
-6.04%
Period
Inception
Fund
-14.44%
Benchmark
-0.95%
Period
Annualised
Fund
-9.47%
Benchmark
-0.61%

Characteristics

Classification

Capitalisation
Capitalisation
Devise de référence
Euro
UCITS V
Oui
Eligibilité PEA
Oui

Subscriptions & redemptions

Ordres
quotidiens
Périodicité VL
quotidienne
Centralisateur
BNPP Securities Services
Date de règlement
J+2

Management fees

Frais directs
2%
Commission de surperformance
15% au delà de l'indice de référence
Droits d'entrée
3% maximum
Droits de sortie
Néant

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.