Sycomore Sélection PME R Cap EUR

The target of the FCP is to achieve a significant return over a minimum recommended investment period of five (5) years, through the rigorous selection of European equities and bonds issued mainly by small and medium-sized companies, without sector, regional or capitalisation size constraints. The FCP will be constantly exposed: (1) From 60% to 100% of its assets, to European Union equities and equivalent securities issued by companies meeting the above criteria. (2) For up to 25% in bonds (including convertible bonds) and other debt securities or money market instruments issued by companies meeting the above criteria and integrated into its global fundamental analysis process without any rating restriction (therefore potentially speculative) or even with no rating as well as without any portfolio modified duration constraint. This selection is also free of any sector restrictions. The investment team includes non-financial criteria in its fundamental analysis of companies within the investment universe and favour those with ESG (Environment - Social - Governance) criteria targeting sustainable growth. In all cases, the accumulated investments in securities issued by companies meeting the above criteria (French PEA eligibility, small and medium-sized companies) will represent, on a constant basis, at least 75% of the FCP's assets. In addition to the above-mentioned investments, the FCP may be exposed up to 25% in aggregate to the following financial instruments: equities and equivalent instruments and/or bonds, debt securities or money market instruments issued by companies that have their headquarters within or outside the European Union (excluding emerging markets), without any restriction related to staffing or financial results, of any rating or even without any rating, money market instruments of public or private issuers rated at least AA, UCITS and/or general purpose investment funds under French law, financial futures instruments traded on regulated marke

PIR compliant

No

PEA compliant

Sì

PEA-PME compliant

No