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Sycomore Fund SICAV Happy At Work RC EUR C

Ranked 417 out of 1015 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

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.

Objective

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.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Europe over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.5% 4.1% 0.9%
2016 14.4% -0.5% 2.6% 6.2% 5.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Luxembourg

Fund Info

  • Launch date04/11/2015
  • Share Class size10Mn
  • Base currencyEUR
  • ISIN LU1301026388

Purchase Info

  • Min. initial investment9.99999974737875E-06
  • Min. regular additional investment0

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).