SYCOMORE FRANCECAP A

WKN SYC002 | ISIN FR0007065743 |  Fonds
Factsheet
13.12.24
588,58 EUR-0,07 % (-0,39)

Fondsprofil

Fondgesellschaft Sycomore AM
Region -
Branche Branchenmix
Ursprungsland Frankreich
Vertriebszulassungen Österreich, Deutschland, Frankreich, Spanien, Tschechien
KESt-Meldefonds Ja
Auflagedatum 30.10.2001
Ertragstyp thesaurierend
Fondsvolumen 85,37 Mio. EUR
Hinweis -

Weitere Informationen

Keine Daten verfügbar

Fondsspezifische Informationen

Im Rahmen der Anlagestrategie kann in wesentlichem Umfang in Derivate investiert werden.Die Fondsbestimmungen des SYCOMORE FRANCECAP A wurden durch die FMA bewilligt.Der SYCOMORE FRANCECAP A kann mehr als 35 % des Fondsvermögens in Wertpapiere/Geldmarktinstrumente folgender Emittenten investieren: EU member state, by its regional public bodies, by a member state of the Organisation for Economic Cooperation and Development (OECD) or by international public bodies to which one or more EU member states adhere.

Fondsgesellschaft

KAG Sycomore AM
Adresse 14 avenue Hoche, 75008, Paris
Internet de.sycomore-am.com
E-Mail -

Fondsstrategie

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).
Fondsmanager: Hadrien Bulté, Cyril Charlot, Anne-Claire Imperiale