Sycomore Sélection Midcap
- SFDR
-
Art.81
-
Sustainable Inv. Exposure
-
min. 50%
- SRI risk profile
-
4
- NAV as of 05.25.2023
- € 95.96
- 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
Les performances passées ne sont pas garantes des résultats futurs. Le fonds n’offre aucune garantie de rendement ou de performance et présente un risque de perte en capital. Pour un résumé des droits de l’investisseur et des directives relatives à une action individuelle ou collective, nous vous invitons à consulter le prospectus du fonds et son document d’information clé pour l’investisseur, ainsi que la politique de traitement des réclamations et plaintes. Sycomore AM peut décider de cesser la commercialisation de ses organismes de placement collectifs conformément à l’article 93 bis de la directive 2009/65/CE et à l’article 32 bis de la directive 2011/61/UE.
Date de changement de stratégie de gestion : 10.08.2020, les performances réalisées avant cette date ont été faites selon une stratégie d’investissement différente de celle actuellement en vigueur.
Third quarter corporate earnings and encouraging macroeconomic signals enabled European stock markets to rebound in November. Against this backdrop, our industrial holdings posted strong rebounds (between 10 and 20%). These included Dürr, after the company unveiled ambitious growth prospects (between 5 and 6%) for 2030, driven by the need for clients to reduce their carbon footprint and automate their production lines. Our circular economy plays (such as Befesa and Aurubis) are benefiting from the positive outlook on demand and the slight drop in energy prices. In contrast, the fund was impacted by disappointing news from ALK (slowdown in growth for tablet-based allergic treatments) and from Rovi, as the company’s production of vaccines for Moderna is expected to sharply decline in 2023.
Hugo Mas
Cyril Charlot
Alban Préaubert
Performance as of 05.25.2023
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