Sycomore Sélection Midcap
- SFDR
-
Art.81
-
Sustainable Inv. Exposure
-
min. 50%
- SRI risk profile
-
4
- NAV as of 05.06.2025
- € 102.45
- YTD performance
- +4.7 %
A responsible selection of mid-caps
Sycomore Sélection Midcap seeks to outperform the MSCI EMU Smid Cap Net Return index (dividends reinvested) by employing a socially responsible and multi-themed investment process (energy transition, healthcare, nutrition, well-being, digital…) in keeping with the United Nations’ Sustainable Development Goals (SDGs). Primarily exposed to EU country equities, the fund specifically targets the mid-cap segment, with no sector constraints. Our ESG exclusion and selection methodology is fully integrated into our corporate fundamental analysis framework.
- Asset class
- Equities
- Region
- Europe / Eurozone
- Market capitalisation size
- Small caps
- SRI labels
- Yes
- ISIN code
- FR0013303534
- Legal form
- French law FCP
- Inception date
- December 20, 2017
- Benchmark
- MSCI EMU SMID Cap Loc Net
- Investment horizon
- 5 years
- Risk of capital loss
- Yes
Track record
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 05.06.2025
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
- Fixed fees
- 1% (This figure is based on fees during the financial year and may vary from one financial year to the next)
- Performance fees
- 15% above benchmark
- Subscription fees
- 5% maximum
- Redemption fees
- nil
- Transaction fees
- nil