SYCOMORE SELECTION RESPONSABLE R
FR0011169341
SYCOMORE SELECTION RESPONSABLE R/ FR0011169341 /
NAV30/10/2024 |
Chg.-6.2800 |
Type de rendement |
Focus sur l'investissement |
Société de fonds |
492.2500EUR |
-1.26% |
reinvestment |
Equity
Euroland
|
Sycomore AM ▶ |
Stratégie d'investissement
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.
Objectif d'investissement
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.
Opérations
Type de rendement: |
reinvestment |
Fonds Catégorie: |
Equity |
Région de placement: |
Euroland |
Branche: |
Mixed Sectors |
Benchmark: |
EURO STOXX Net Return |
Début de l'exercice: |
01/04 |
Dernière distribution: |
- |
Banque dépositaire: |
BNP PARIBAS SA |
Domicile: |
France |
Permission de distribution: |
Austria, Germany, Switzerland, Czech Republic |
Gestionnaire du fonds: |
Olivier CASSÉ, Giulia CULOT, Catherine ROLLAND |
Actif net: |
712.62 Mio.
EUR
|
Date de lancement: |
22/12/2011 |
Focus de l'investissement: |
- |
Conditions
Surtaxe d'émission: |
3.00% |
Frais d'administration max.: |
2.00% |
Investissement minimum: |
0.00 EUR |
Deposit fees: |
- |
Frais de rachat: |
0.00% |
Prospectus simplifié: |
Télécharger (Version imprimée) |
Société de fonds
Société de fonds: |
Sycomore AM |
Adresse: |
14 avenue Hoche, 75008, Paris |
Pays: |
France |
Internet: |
de.sycomore-am.com/
|
Pays
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% |
Autres |
|
0.01% |