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Sycomore Selection Responsable RP

Rang 105 von 114 in - Aktien - Eurozone über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

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.

Arnaud D'Aligny

Arnaud d’Aligny is a partner, senior equity portfolio manager and securities analyst at Sycomore Asset Management based in Paris, where he deals in European equities using conviction, growth and value strategies. Arnaud joined the firm in 2011 and prior to this was an executive director in the investment banking division at Goldman Sachs. Arnaud graduated from The Wharton School, University of Pennsylvania with an MA in Business Administration, Finance major and Supaero (ISAE) with an MSc in Aeronautics & Astronautics.

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.

Alban Préaubert

Alban Préaubert, a former figure skating champion joined Sycomore Asset Management in 2011 as an all-caps ESG analyst. He then started to cover European small and mid caps companies in 2013 and became a co-portfolio manager of Sycomore Sélection PME in January 2014. Alban is a graduate from ESCP Europe.

Anlageziel

The objective of the Fund is to offer its subscribers over a minimum investment horizon of five years a performnce above that of the benchmark Euro Stoxx Total Return. The Fund's investment strategy is based on a 60% to 100% exposure of the portfolio to equities in the euro zone. The shares eligible for the French Equity Savings Scheme (PEA) represent at least 75% of the portfolio at all times.

Performance

Aktien - Eurozone über : 30.09.2017 - 30.09.2018
  • Rangfolge 105/114 Gesamtertrag
  • Rangfolge 23/114 Standardabweichung
  • Rangfolge 86/114 Maximaler Verlust

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.09.2018 Jährlich Q1 Q2 Q3 Q4
2018 -5,6% 1,4% -1,1%
2017 14,6% 6,6% 3,1% 4,3% 0,0%
2016 6,1% -2,7% -0,7% 6,4% 3,3%
2015 18,9% 17,4% -1,4% -3,8% 6,7%
2014 4,1% 3,8% 0,8% -3,5% 3,1%
2013 23,0% 5,8% 1,7% 9,1% 4,8%
2012 21,6% 13,4% -5,7% 6,0% 7,3%
2011 4,4% -19,0% 3,9%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

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

Information über den Fonds

  • Starttermin24.01.2011
  • Größe der Anteilsklasse66Mn
  • BasiswährungEUR
  • ISIN FR0010971721

Kaufinformation

  • Mindestanlage (initial)0,0001
  • Mindest regelmäßige Zusatzinvestition0,0001

Gebühren

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