Sycomore Europe Happy at Work CS Cap EUR

The aim of the fund, which qualifies for the PEA, is to outperform the Euro Stoxx Total Return index (dividends reinvested) over a minimum recommended investment period of five (5) years. Stock-picking draws on an in-depth analysis of fundamentals to identify quality companies, without any sector or market capitalisation restrictions. The portfolio structure need not reflect the composition of the previously mentioned benchmark index. The portfolio's exposure to European Union equities varies between 60% and 100%, equities from other international markets may represent up to 40% of the portfolio with a sub limit of 10% for equities from emerging markets. The investment team includes non-financial criteria in their fundamental analysis of companies, taking into account the long-term growth prospects of all their stakeholders (clients, suppliers, environment, employees, local authorities). Environmental and Governance aspects are analysed through exclusion filters in order to eliminate companies that may not be compliant in those areas. Focus is then given to the analysis of the Social aspects. The additional filters used for this purpose lead to a further 50% reduction of the initial investment universe. The investment team is thus particularly keen to value the human capital and the well being of the employees as a commitment factor for their company and therefore as an indicator of performance and long-term growth. Financial futures instruments may be used to supplement direct equity investments to manage funds, without the possibility of overexposure of the portfolio, to hedge investments in equity markets or currencies other than the euro, the exchange risk being subject to discretionary management within a 25% exposure limit. The fund may also be exposed up to 10% to UCITS, and up to 25% to fixed-income instruments, including convertible and/or money market products issued by governments or companies that have their registered office in the previously mentioned

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No