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SFS Sycomore Global Happy@Work

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 03.21.2023
$ 79.36
YTD performance
+5.4 %
SFS Sycomore Global Happy@Work

A responsible selection of people-driven global companies

Sycomore Global Happy@Work invests in global companies that pay particular attention to the importance of human capital as a key performance driver. The fund seeks to contribute positively to the human capital issues highlighted in the United Nations’ Sustainable Development Goals. Stocks are selected on the basis of rigorous fundamental analysis combined with in-depth ESG research focusing on a company’s ability to promote employee fulfillment and engagement, using a proprietary assessment framework. The analysis draws from the experience and knowledge of field experts, human capital managers and employees. Fund managers also carry out on-site visits. The fund seeks to outperform the MSCI AC World index (NDEEWNR) over 5 years.

Asset class
Equities
Region
Global
Market capitalisation size
All caps
SRI labels
Yes
ISIN code
LU2413891545
Legal form
Sub-fund of Sycomore Fund Sicav
Inception date
December 17, 2021
Benchmark
MSCI ACWI Net Total Return EUR Index
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
SFS Sycomore Global Happy@Work I USD
$ 79.36
MSCI ACWI Net Total Return EUR Index
287.95
Export the performance history
SFS Sycomore Global Happy@Work I USD
MSCI ACWI Net Total Return EUR Index
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.
Cyril Charlot

Cyril Charlot

Founding Partner & Co-Head of Portfolio Management
Contact
The investment team may change without notice.
Jessica Poon

The fund remained resilient, thanks to the positive contributions from the consumer discretionary, healthcare and industrial sectors. Hermès and LVMH rose due to their strong brand positioning and pricing power. Investors also hope that a partial relaxation of Chinese Covid restrictions in 2023 could benefit these companies. Straumann outperformed after its guidance upgrade. Deere jumped after delivering a strong quarter while US software stocks like ServiceNow and Salesforce dropped as the sector shows signs of weakness, although the mid-to-long term trend is solid. We increased our investment ratio across sectors as we observed several leading indicators pointing to a decline in inflation, which could bode well for many Happy@Work stocks that are temporarily penalized by rising interest rates.

Jessica Poon

Portfolio Manager
Contact
The investment team may change without notice.
Luca Fasan

Luca Fasan

Portfolio Manager
Contact
The investment team may change without notice.

Performance as of 03.21.2023

Period
Funds
Benchmark
Period
March 2023
Funds
-2%
Benchmark
-1.62%
Period
2023
Funds
5.4%
Benchmark
3.06%
Period
1 year
Funds
-13.48%
Benchmark
-6.46%
Period
Inception
Funds
-20.64%
Benchmark
-9.7%
Period
Annualised
Funds
-16.68%
Benchmark
-7.74%

Characteristics

Classification

Capitalisation
Capitalisation
Fund currency
Euro
UCITS V
Yes

Subscriptions & redemptions

Trades
Daily
NAV frequency
Daily
Centralising agent
BNPP Securities Services Luxembourg
Settlement
D+2

Management fees

Fixe fees
1%
Performance fees
15% above benchmark
Subscription fees
5% maximum
Redemption fees
nil
Transaction fees
nil

Risk indicator

1
2
3
4
5
6
7
Higher risk
Lower 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.

Looking to invest?

For more information on our investment solutions, please contact us. We will be happy to answer all your questions.
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