Planifique Horizon
- SFDR
-
Art.8
- SRI risk profile
-
3
- NAV as of 11.19.2024
- € 102.1
Le FCP a pour objectif la recherche d’une performance annuelle positive nette de frais de gestion, par la mise en œuvre d’une gestion discrétionnaire, en tenant compte de l’horizon de placement recommandé correspondant au début de l’année 2044 et d’une réduction progressive de l’exposition aux actifs risqués : actions et obligations à haut rendement (ou « high yield »). Compte tenu de l’horizon et de la stratégie de désensibilisation progressive du FCP aux actifs risqués, son objectif évoluera par périodes de 5 ans.
- Asset class
- Flexible
- Region
- Global
- Market capitalisation size
- All caps
- SRI labels
- Yes
- ISIN code
- FR001400IN17
- Legal form
- FCP
- Inception date
- January 16, 2024
- 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.
Alexandre Taieb
Portfolio Manager
The investment team may change without notice.
Characteristics
Classification
- Capitalisation
- Capitalisation
- Devise de référence
- Euro
- UCITS V
- Oui
- Eligibilité PEA
- Non
Subscriptions & redemptions
- Ordres
- quotidiens
- Périodicité VL
- quotidienne
- Centralisateur
- BNPP Securities Services
- Date de règlement
- J+2
Management fees
- Fixes
- 1.50%
- Commission de surperformance
- 20% au-delà de l'ESTER +2,8%
- Droits d'entrée
- 3% maximum
- Droits de sortie
- néant
- Commission de mouvement
- néant
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.