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Sycomore Inclusive Jobs

ISR
SFDR
Art.
9
1
Sustainable Inv. Exposure
100%
A
SRI risk profile
4
1
Sustainable investment objective
A
Excluding money market funds, cash and derivatives
NAV as of 10.07.2024
€ 80.78
YTD performance
- 1.85 %
See latest report
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
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

Export the performance history
Sycomore Inclusive Jobs RD
€ 80.78
EURO STOXX Net Return EUR
1,146.02
Export the performance history
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.
Frédéric Ponchon

European markets continued to rally in November on hopes that the Fed may slow the pace of its interest rate hikes following the publication of US macroeconomic data. In this environment, the fund suffered from its overexposure to healthcare, which benefited less than other sectors from the market rally. Rovi, the Spanish pharmaceuticals player and Moderna’s partner for the manufacture of Covid-19 vaccines in Europe, featured among the fund’s leading negative contributors. The announcement of delays in the approval procedures for two of the most promising treatments in the company’s pipeline from the U.S. Food and Drug Administration also disappointed investors. However, we feel the sell-off is excessive considering the strong performance of the company’s other activities. We strengthened our position.

Frédéric Ponchon

Portfolio manager
Contact
The investment team may change without notice.
Alban Préaubert

Alban Préaubert

Portfolio Manager
Contact
The investment team may change without notice.
Catherine Rolland

Catherine Rolland

ESG analyst
Contact
The investment team may change without notice.

Performance as of 10.07.2024

Period
Funds
Benchmark
Period
October 2024
Funds
-1.26%
Benchmark
-0.81%
Period
2024
Funds
-1.85%
Benchmark
10.55%
Period
1 year
Funds
6.3%
Benchmark
20.49%
Period
3 years
Funds
-19.18%
Benchmark
20.56%
Period
Inception
Funds
-18.28%
Benchmark
24.32%
Period
Annualised
Funds
-5.74%
Benchmark
6.58%

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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