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Sycomore Sélection Midcap

ISR
SFDR
Art.
8
1
Sustainable Inv. Exposure
min. 50%
SRI risk profile
4
1
Addresses environmental and/or social challenges
NAV as of 03.21.2023
98.17
YTD performance
+7.11 %
Sycomore Sélection Midcap

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
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.
Sycomore Sélection Midcap I
98.17
MSCI EMU SMID Cap Loc Net
1,527.15
Sycomore Sélection Midcap I
MSCI EMU SMID Cap Loc Net

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.

Performance as of 03.21.2023

Period
Funds
Benchmark
Period
March 2023
Funds
-4.29%
Benchmark
-4.61%
Period
2023
Funds
7.11%
Benchmark
5.75%
Period
1 year
Funds
-4.08%
Benchmark
-3.38%
Period
Inception
Funds
27.08%
Benchmark
21.13%
Period
Annualised
Funds
9.6%
Benchmark
7.61%

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

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.