Sycomore Sélection Responsable R $ Hdg

The objective of the FCP, which is classified as euro zone equities is to outperform over a recommended minimum investment period of five (5) years, the Euro Stoxx Total Return index (dividends reinvested) through the careful selection of euro zone equities. 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, without any sector or market capitalisation restrictions for the targeted companies. The shares of small cap companies may therefore represent up to 100% of the net assets. The portfolio's exposure to euro zone equities (excluding Slovenia and Slovakia) varies between 60% and 100%, with the net assets remaining, on a constant basis, at least 75% invested in equities qualifying for the French personal equity savings plans (PEA). The net assets may be exposed up to 10% to equities listed on equities markets outside the euro zone such as Switzerland, Great Britain, Norway or the United States. The analysis of companies includes non-financial criteria which leads to focus on companies with ESG (Environment, Social, Governance) criteria targeting sustainable growth. The portfolio structure need not reflect the composition of the previously mentioned benchmark index. The weighting of each company in the portfolio is therefore entirely independent from the weight of the same company in the index, and it may well be that a company whose securities are held in the portfolio is not a benchmark component, or equally, that a company which is heavily weighted in the benchmark is not included in the FCP portfolio. In addition to its equity investments, the FCP may invest in the following financial instruments: (1) Fixed-income and/or money market instruments, whether public or private, up to 25% of the net assets (2) Financial futures traded on regulated and/or over-the-counter markets to hedge or increase the exposure of

PIR compliant

No

PEA compliant

Sì

PEA-PME compliant

No