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Accueil Zonebourse  >  Fonds ou OPCVM  >  Fonds  >  Sycomore Fund Eco Solutions I EUR       LU1183791281


Cours en clôture. Cours en clôture Fonds - 23/09
133.56 EUR   +0.15%
Stratégie du fonds géré par SYCOMORE ASSET MANAGEMENT
The Sycomore Eco Solutions sub-fund (denominated in EUR) aims 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 are characterised by the challenges of energy transition, such as energy efficiency, eco-design and sustainable development. 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, and includes non-financial criteria, so as to favour companies whose ESG (Environment, Social, Governance) criteria reflect the search for sustainable growth.
Performances du fonds : Sycomore Fund Eco Solutions I EUR
Performances Historiques Glissantes au 23-09-2020
Début d'année 1 mois 3 mois 6 mois 1 an 3 ans Max
Fonds +5.19% +2.05% +9.16% +46.82% +15.95% +2.53% +33.56%
Catégorie 2.85% -1.64% 6.87% 37.75% 9.99% 24.71% -
Indice -4.77% -3.32% 2.56% 23.51% 1.27% 25.33% -
Parts du fonds
Nom1er Jan3 ansNotationTailleFrais
Sycomore Fund Eco Solutions X EUR9.75%6.80%3M EUR1%
Sycomore Fund Eco Solutions I EUR5.19%2.53%308M EUR1%
Sycomore Fund Eco Solutions R EUR5.11%0.23%13M EUR2%
Autres fonds de la catégorie: Actions Secteur Ecologie
 Nom1er Jan3 ansNotationTaille
3 Banken Mensch & Umwelt Aktienfonds I6.44%0.00%NC0 M EUR
3 Banken Mensch & Umwelt Aktienfonds R5.98%0.00%NC0 M EUR
AG Life Climate Change-3.00%19.99%NC0 M EUR
Allianz Climate Transition A EUR-3.14%10.97%NC0 M EUR
Allianz Climate Transition AT EUR-3.14%11.07%NC25 M EUR
Allianz Climate Transition I EUR-2.54%14.01%NC0 M EUR
Allianz Climate Transition IT EUR-2.50%14.02%NC19 M EUR
Allianz Climate Transition P10 EUR-2.36%14.83%NC0 M EUR
Allianz Climate Transition PT2 EUR-2.32%14.85%NC56 M EUR
Allianz Climate Transition RT EUR-2.60%13.27%NC0 M EUR
Plus de fonds

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Société de gestion Sycomore Asset Management
Date de création 31-08-2015

Gérant Depuis
Anne-Claire Abadie 31-05-2018
Jean-Guillaume Péladan 31-08-2015
Alban Préaubert 31-08-2015
Notation Morningstar
Date de création 31-08-2015
Devise EUR
Structure Juridique SICAV
Catégorie AMF Fonds étrangers
Catégorie Morningstar Actions Secteur Ecologie
Zone d'investissement Global
Benchmark MSCI Europe NR EUR 100%
Actifs nets de la part 308 M EUR au 31-07-2020
Fréquence des VL Quotidienne
Dépositaire et conservateur BNP Paribas Securities Services (Lux)
Commisaire aux comptes PricewaterhouseCoopers Société coopérati
Volatilité au 31-07-2020
Ecart-type 3 ans 18.37%
Ratio de Sharpe 3 ans 0.15
Performance moyenne 3 ans 2.53%