SYCOMORE GLOBAL ECO SOLUTIONS ( CS Units )
LU2412099389
SYCOMORE GLOBAL ECO SOLUTIONS ( CS Units )/ LU2412099389 /
NAV2024. 07. 19. |
Vált.-0,1540 |
Hozam típusa |
Investment Focus |
Alapkezelő |
94,5980EUR |
-0,16% |
Újrabefektetés |
Részvény
Világszerte
|
Sycomore AM ▶ |
Befektetési stratégia
Sycomore Global Eco Solutions (denominated in EUR) aims to outperform the MSCI AC WORLD index (with dividend reinvested) and to achieve a significant performance over a minimum investment horizon of five years, through a rigorous selection of stocks of companies whose business model, products, services, or production process significantly and positively contribute to the energy and ecological transition challenges, through a thematic SRI strategy.
These companies have one or more activities related to energy, transportation and mobility, renovation and construction, circular economy and ecosystems (water, pollution, agriculture, food processing, forestry, fishing…). These stocks, which at all times represent at least 80% of net assets, are selected from global equity markets, without any sector or capitalisation constraints, based on fundamental analysis. The aim of this stock selection process is to identify quality companies whose market price does not reflect the intrinsic value assessed by the management team. The process of researching and selecting stocks in the investment universe includes binding extra-financial criteria and overweights companies whose ESG criteria are consistent with sustainability objectives.
Befektetési cél
Sycomore Global Eco Solutions (denominated in EUR) aims to outperform the MSCI AC WORLD index (with dividend reinvested) and to achieve a significant performance over a minimum investment horizon of five years, through a rigorous selection of stocks of companies whose business model, products, services, or production process significantly and positively contribute to the energy and ecological transition challenges, through a thematic SRI strategy.
Törzsadatok
Hozam típusa: |
Újrabefektetés |
Alapok Kategória: |
Részvény |
Régió: |
Világszerte |
Ágazat: |
Vegyes szektorok |
Benchmark: |
MSCI ACWI Net Total Return EUR Index |
Üzleti év kezdete: |
01. 01. |
Last Distribution: |
- |
Letétkezelő bank: |
BNP PARIBAS, Luxembourg branch |
Származási hely: |
Luxemburg |
Elosztás engedélyezése: |
Németország |
Alapkezelő menedzser: |
Anne-Claire ABADIE, Thibault Renoux |
Alap forgalma: |
104,18 mill.
EUR
|
Indítás dátuma: |
2021. 12. 21. |
Befektetési fókusz: |
- |
Feltételek
Kibocsátási felár: |
3,00% |
Max. Administration Fee: |
1,00% |
Minimum befektetés: |
- EUR |
Deposit fees: |
- |
Visszaváltási díj: |
0,00% |
Egyszerűsített tájékoztató: |
- |
Alapkezelő
Alapkezelő cégek: |
Sycomore AM |
Cím: |
14 avenue Hoche, 75008, Paris |
Ország: |
Franciaország |
Internet: |
de.sycomore-am.com/
|
Országok
Észak-Amerika |
|
50,00% |
Európa |
|
42,00% |
Csendes-óceán |
|
8,00% |
Ágazatok
Ipar |
|
44,00% |
Szállító |
|
29,00% |
Energia |
|
9,00% |
IT/Telekommunikáció |
|
7,00% |
időszakos Fogyasztói javak |
|
5,00% |
Pénzügy |
|
3,00% |
Árupiac |
|
2,00% |
Alapfogyasztási javak |
|
1,00% |