Sycomore Inclusive Jobs
- SFDR
-
Art.91
-
Sustainable Inv. Exposure
-
100%A
- SRI risk profile
-
4
1
Sustainable investment objective
A
Excluding money market funds, cash and derivatives
- NAV as of 02.02.2026
- € 96.66
- YTD performance
- +4.18 %
A selection of listed and unlisted European companies supporting the creation of durable, inclusive employment
Sycomore Inclusive Jobs is an inclusive equity fund that invests in companies creating durable, inclusive jobs, according to Sycomore AM’s analysis. The fund invests 85 to 95% of its assets in listed European stocks and 5 to 10% in units of FCPR Sycomore Impact Emploi By INCO. The FCPR, managed by INCO Ventures, invests in unlisted companies and associations that are active in creating inclusive employment for people with difficult access to the job market. The main selection metric is the Good Jobs Rating, which employs three key factors to assess a company’s contribution towards meeting job-related societal challenges: quantity, quality and geography. The companies in the portfolio must also operate activities aligned with the societal and environmental transitions.
- Asset class
- Equities
- Region
- Europe / Eurozone
- Market capitalisation size
- All caps
- SRI labels
- No
- ISIN code
- FR0014000IG4
- Legal form
- FIVG
- Inception date
- May 7, 2021
- Benchmark
- EURO STOXX Net Return EUR
- 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
Sycomore Inclusive Jobs RC
€
96.66
since 1 week
since 1 month
since 6 months
since 1 year
since 3 years
since 5 years
since launch
EURO STOXX Net Return EUR
1,463.1
since 1 week
since 1 month
since 6 months
since 1 year
since 3 years
since 5 years
since launch
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 02.02.2026
Period
Funds
Benchmark
Period
February 2026
Funds
0.57%
Benchmark
0.99%
Period
2026
Funds
4.18%
Benchmark
3.87%
Period
1 year
Funds
20.83%
Benchmark
20.33%
Period
3 years
Funds
8.34%
Benchmark
49.77%
Period
Inception
Funds
-3.34%
Benchmark
58.71%
Period
Annualised
Funds
-0.71%
Benchmark
10.24%
Period
Funds
Benchmark
Period
2023
Funds
0.47%
Benchmark
18.55%
Period
2022
Funds
-20.57%
Benchmark
-12.31%
Period
2021
Funds
4.37%
Benchmark
8.26%
3 years
Inception
Correlation
3 years
0.89
Inception
0.92
Beta
3 years
0.74
Inception
0.75
Alpha
3 years
-6.97%
Inception
-8.16%
Volatility
3 years
11.29%
Inception
13.02%
Tracking Error
3 years
6.23%
Inception
6.52%
Sharpe Ratio
3 years
0.03
Inception
-0.21
Info. Ratio
3 years
-1.83
Inception
-1.66
Max Drawdown
3 years
-18.18%
Inception
-31.38%
Index Drawdown
3 years
-15.22%
Inception
-24.63%
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
- Settlement
- T+2
Management fees
- Admin and management 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.
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