Votre navigateur est obsolète! Essayer d’ouvrir cette page web sur un autre navigateur.
Go to content

SFS Sycomore Environmental Euro IG Corporate Bonds

SFDR
Art.
9
1
SRI risk profile
2
1
Addresses environmental and/or social challenges
NAV as of 06.12.2024
103.27
YTD performance
+0.08 %
SFS Sycomore Environmental Euro IG Corporate Bonds

The fund offers a responsible and opportunistic selection of European IG environmental bonds, based on fundamental and proprietary ESG analysis. It aims to outperform the Barclays Capital Euro Corporate ex-Financials Bond TR index over a recommended minimum investment period of 3 years by investing in bonds issued by companies whose business model, products, services or production processes make a positive contribution to the challenges of energy and ecological transition through a thematic SRI strategy.

Asset class
Bonds
Region
Europe / Eurozone
Market capitalisation size
All caps
SRI labels
No
ISIN code
LU2431795058
Legal form
Sicav
Inception date
November 20, 2023
Benchmark
Euro Aggreggate Corporate Excl Financials
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.

Characteristics

Classification

Capitalisation
Capitalisation
Fund currency
Euro
UCITS V
Yes
PEA Eligibility
No

Subscriptions & redemptions

Trades
Daily
NAV frequency
Daily
Centralising agent
BNPP Securities Services
Settlement
T+3

Management fees

Fixed fees
0.70%
Subscription fees
1% 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.