SYCOMORE FRANCECAP A EUR

WKN SYC002 | ISIN FR0007065743 |  Fonds
Factsheet
30.04.24
647,51 EUR-1,03 % (-6,74)

Aktuelle Entwicklung

Fondsprofil

Fondstyp Aktienfonds
Branche Branchenmix
Ursprungsland Frankreich
KESt-Meldefonds Ja
Auflagedatum 30.10.2001
Fondsvolumen 125,96 Mio. EUR

Größte Positionen

Christian Dior 9,70 %
Peugeot 6,00 %
Sanofi 4,60 %
Saint Gobain 4,20 %
Sonstiges 75,50 %

Performance

Zeitraum vor AGA nach max. AGA
1 Jahr +1,38 % -3,46 %
3 Jahre p.a. +1,89 % +0,25 %
5 Jahre p.a. - -
52W Hoch:
668,8800 EUR
52W Tief:
545,4600 EUR

Konditionen (gültig für easy Wertpapierdepot)

Ausgabeaufschlag 5,00 %
Mindestveranlagung 1.500,00 EUR
Sparplan Nein
Managementgebühr 1,50 %
Annahmeschluss 10:00

Fonds Prospekte

2017 Key Investor Information (21.04.17)

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

Notizen

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