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 12.19.2024
- € 76.37
- YTD performance
- - 7.21 %
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
- FR0014000IH2
- 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 RD
€
76.37
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
1,126.95
since 1 week
since 1 month
since 6 months
since 1 year
since 3 years
since 5 years
since launch
Sycomore Inclusive Jobs RD
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 12.19.2024
Period
Funds
Benchmark
Period
December 2024
Funds
-1.01%
Benchmark
2.21%
Period
2024
Funds
-7.21%
Benchmark
10.3%
Period
1 year
Funds
-6.57%
Benchmark
10.34%
Period
3 years
Funds
-23.75%
Benchmark
18.23%
Period
Inception
Funds
-22.74%
Benchmark
24.03%
Period
Annualised
Funds
-6.89%
Benchmark
6.14%
Period
Funds
Benchmark
Period
2023
Funds
0.46%
Benchmark
18.55%
Period
2022
Funds
-20.78%
Benchmark
-12.31%
Period
2021
Funds
4.39%
Benchmark
8.26%
3 years
Inception
Correlation
3 years
0
Inception
0
Beta
3 years
0
Inception
0
Alpha
3 years
0%
Inception
0%
Volatility
3 years
0%
Inception
0%
Tracking Error
3 years
0%
Inception
0%
Sharpe Ratio
3 years
0
Inception
0
Info. Ratio
3 years
0
Inception
0
Max Drawdown
3 years
0%
Inception
0%
Index Drawdown
3 years
0%
Inception
0%
Characteristics
Classification
- Distribution
- Distribution
- 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
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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