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Sycomore Fund SICAV Happy At Work RC EUR C

Rang 233 von 264 in - Aktien - Europa über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Claire Bataillie

Cyril Charlot

Cyril Charlot was born in 1968 in Dijon, France. He studied at ESSEC – International Business School in Europe specializing in Finance. Cyril has thirteen years of professional experience in the financial services sector. In 1993, he joined Banque du Louvre where he worked as the co-head of equities fund management for eight years. In 2001, he co-founded Sycomore Asset Management and currently is the fund manager of the Sycomore Mid Cap and the Sycomore Small Cap A funds. Cyril is an ex international handball Junior Ligue 1 player. He also enjoys playing tennis and going to the theatre.

Bertille Knuckey

Bertille Knuckey first worked as a sell-side analyst in socially responsible investment at Oddo Securities before moving to F&C Asset Management in 2010 as a corporate governance and responsible investment analyst. In March 2014, she joined Financière de l’Echiquier to co-lead its SRI strategy and ESG integration process. She is now head of Sustainable and Responsible Investment at Sycomore Asset Management. Bertille has a Masters from the London School of Economics and a Masters in environment, sustainable development and risk management from Sciences Po in Paris.

Anlageziel

The objective of the Sub-fund is to outperform the Euro Stoxx Total Return index (with dividend reinvested) over a minimum recommended five-year investment horizon. Stock-picking draws on an in-depth analysis of fundamentals to identify quality companies which are undervalued, i.e. the stockmarket price does not represent the estimated intrinsic value of the company, without any sector or market capitalisation restrictions for the targeted companies. The portfolio structure does not need to reflect the composition of the benchmark index.

Performance

Aktien - Europa über : 31.08.2017 - 31.08.2018

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.06.2018 Jährlich Q1 Q2 Q3 Q4
2018 -2,7% 2,8%
2017 10,7% 6,5% 4,1% 0,9% -1,1%
2016 14,4% -0,5% 2,6% 6,2% 5,5%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Frankreich
  3. Deutschland
  4. Luxemburg
  5. Schweiz

Information über den Fonds

  • Starttermin04.11.2015
  • Größe der Anteilsklasse14Mn
  • BasiswährungEUR
  • ISIN LU1301026388

Kaufinformation

  • Mindestanlage (initial)1E-05
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)