SYCOMORE FRANCECAP A
FR0007065743
SYCOMORE FRANCECAP A/ FR0007065743 /
NAV7/19/2024 |
Chg.-9.1200 |
Type of yield |
Investment Focus |
Investment company |
623.6900EUR |
-1.44% |
reinvestment |
Equity
Mixed Sectors
|
Sycomore AM ▶ |
Investment strategy
The aim of the Fund, which is classified as 'French equities', is to outperform its benchmark index, the CAC All Tradable NR, over a five-year period according to a multi-thematic socially responsible investment process in conjunction with the United Nations Sustainable Development Goals (SDGs), while complying with the standards laid down for French personal equity savings plans (Plans d'Epargne en Actions, PEAs).
Stock-picking draws on an in-depth analysis of fundamentals to identify quality companies which are undervalued, i.e. the stock-market price does not represent the estimated intrinsic value of the company. French equity market exposure may range from 60% to 150% of the net assets, the latter being, on a constant basis, at least 75% invested in equities qualifying for the French personal equity savings plans (PEAs). Equities are selected without sector or market capitalisation constraints. The portfolio can therefore be up to 100% exposed to small or mid cap companies (below one (1) billion euros).
Investment goal
The aim of the Fund, which is classified as 'French equities', is to outperform its benchmark index, the CAC All Tradable NR, over a five-year period according to a multi-thematic socially responsible investment process in conjunction with the United Nations Sustainable Development Goals (SDGs), while complying with the standards laid down for French personal equity savings plans (Plans d'Epargne en Actions, PEAs).
Master data
Type of yield: |
reinvestment |
Funds Category: |
Equity |
Country: |
France |
Branch: |
Mixed Sectors |
Benchmark: |
CAC All Tradable NR index |
Business year start: |
7/1 |
Last Distribution: |
- |
Depository bank: |
BNP PARIBAS SA |
Fund domicile: |
France |
Distribution permission: |
Austria, Germany, France, Spain |
Fund manager: |
Hadrien Bulté, Cyril Charlot, Anne-Claire Imperiale |
Fund volume: |
105.01 mill.
EUR
|
Launch date: |
10/30/2001 |
Investment focus: |
Big Cap |
Conditions
Issue surcharge: |
5.00% |
Max. Administration Fee: |
1.50% |
Minimum investment: |
100.00 EUR |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Ongoing charges (12/31/2021): |
0.80% |
Key Investor Information: |
Download (Print version) |
Investment company
Funds company: |
Sycomore AM |
Address: |
14 avenue Hoche, 75008, Paris |
Country: |
France |
Internet: |
de.sycomore-am.com/
|
Branches
Finance |
|
26.74% |
Industry |
|
26.73% |
Consumer goods, cyclical |
|
20.79% |
IT/Telecommunication |
|
12.87% |
Healthcare |
|
6.93% |
Utilities |
|
5.94% |