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SFS Sycomore Global Social Impact

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 12.02.2024
€ 131.29
YTD performance
+34.33 %
SFS Sycomore Global Social Impact

A responsible selection of global companies that address today's social challenges.

Sycomore Global Social Impact invests in companies that have a positive impact with regard to social issues, such as those highlighted by the United Nations' Sustainable Development Goals. We are convinced that companies that meet current social challenges are the most likely to generate sustainable operational and financial performance. Stock selection is based on a rigorous fundamental analysis that integrates sustainable development issues with a strong social dimension. This analysis is based on our SPICE model and our proprietary metrics associated with the different stakeholders that make up society (Consumers, Employees and Communities): the Social Contribution, the Happy@Work rating and the Good Jobs Rating. The investment universe is global, with no restrictions on capitalisation size.

Asset class
Equities
Region
Global
Market capitalisation size
All caps
SRI labels
Yes
ISIN code
LU2413901443
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 Social Impact CS
€ 131.29
MSCI ACWI Net Total Return EUR Index
419.9
Export the performance history
SFS Sycomore Global Social Impact CS
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.
Luca Fasan

Luca Fasan

Portfolio Manager
Contact
The investment team may change without notice.
Giulia Culot

Giulia Culot

Portfolio Manager
Contact
The investment team may change without notice.
Claire Mouchotte

Claire Mouchotte

SRI Analyst
Contact
The investment team may change without notice.

Performance as of 12.02.2024

Period
Funds
Benchmark
Period
December 2024
Funds
0.9%
Benchmark
1.14%
Period
2024
Funds
34.33%
Benchmark
27.67%
Period
1 year
Funds
36.43%
Benchmark
30.27%
Period
Inception
Funds
31.29%
Benchmark
31.68%
Period
Annualised
Funds
9.62%
Benchmark
9.73%

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
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.

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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