SYCOMORE SELECTION RESPONSABLE R
FR0011169341
SYCOMORE SELECTION RESPONSABLE R/ FR0011169341 /
NAV10/30/2024 |
Chg.-6.2800 |
Type of yield |
Investment Focus |
Investment company |
492.2500EUR |
-1.26% |
reinvestment |
Equity
Euroland
|
Sycomore AM ▶ |
Investment strategy
The objective of the Fund, which is classified as 'euro zone equities', is to offer subscribers higher performance than the benchmark Euro Stoxx Total Return index over a minimum investment horizon of five years, using a multithematic socially responsible investment process in conjunction with the United Nations Sustainable Development Goals.
Stock-picking is based 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, without any sector or market capitalisation restrictions for the targeted companies. Shares in small cap companies, i.e. with market capital below 7 billion euros, may therefore represent up to 100% of the portfolio. The portfolio's exposure to Euro zone equities (excluding Slovenia and Slovakia) varies between 60% and 100%, with the portfolio remaining at least 75% invested in equities eligible for the French personal equity savings plan (plan d'épargne en actions, PEA). The portfolio may be exposed up to 10% to equities listed on stock markets outside the euro zone such as Switzerland, Great Britain, Norway or the United States.
Investment goal
The objective of the Fund, which is classified as 'euro zone equities', is to offer subscribers higher performance than the benchmark Euro Stoxx Total Return index over a minimum investment horizon of five years, using a multithematic socially responsible investment process in conjunction with the United Nations Sustainable Development Goals.
Master data
Type of yield: |
reinvestment |
Funds Category: |
Equity |
Region: |
Euroland |
Branch: |
Mixed Sectors |
Benchmark: |
EURO STOXX Net Return |
Business year start: |
4/1 |
Last Distribution: |
- |
Depository bank: |
BNP PARIBAS SA |
Fund domicile: |
France |
Distribution permission: |
Austria, Germany, Switzerland, Czech Republic |
Fund manager: |
Olivier CASSÉ, Giulia CULOT, Catherine ROLLAND |
Fund volume: |
712.62 mill.
EUR
|
Launch date: |
12/22/2011 |
Investment focus: |
- |
Conditions
Issue surcharge: |
3.00% |
Max. Administration Fee: |
2.00% |
Minimum investment: |
0.00 EUR |
Deposit fees: |
- |
Redemption charge: |
0.00% |
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/
|
Countries
France |
|
41.21% |
Germany |
|
17.25% |
Netherlands |
|
10.54% |
Cash |
|
7.87% |
Italy |
|
7.44% |
Spain |
|
6.24% |
Sweden |
|
4.09% |
Portugal |
|
2.05% |
Switzerland |
|
1.77% |
Denmark |
|
1.15% |
Ireland |
|
0.39% |
Branches
Industry |
|
19.08% |
Consumer goods |
|
18.47% |
IT/Telecommunication |
|
17.94% |
Finance |
|
13.95% |
Healthcare |
|
10.53% |
Cash |
|
7.87% |
Utilities |
|
5.03% |
Commodities |
|
4.37% |
real estate |
|
2.75% |
Others |
|
0.01% |