Sycomore Shared Growth
Positive impact: focus on companies that offer solutions to the major global societal challenge
As of 31 May, 2020
SI (24 Jun, 2002)
Sub-fund (Eur I Acc.)
Performance data shown represents past performance and is no guarantee of, and not necessarily indicative of, future results. No express or implied liability or guarantee is assumed that the future performance will correspond to the performance described above. The value of and income from fund units or sub-fund units (“Units”) may fluctuate, rise or fall, so you may have a gain or a loss when the Units are sold. The performance of and income from the Units have to be reduced by costs and taxes. Current performance may be higher or lower than the quoted and no guarantee can be assumed that the investment objectives of the fund/sub-fund will be achieved.
Management Company and Investments Manager
€371 mln (May 31st, 2020)
June 24th, 2002
I EUR Acc.
Euro Stoxx Total Return
20% > benchmark
Sycomore Conference Call
Sycomore is part of Generali Investments’ multi-boutique platform.
Founded in 2001, Sycomore Asset Management is an investment firm driven by a strong entrepreneurial spirit. Sycomore has been committed to delivering long-term returns by identifying the levers that enable a company to generate sustainable value. The firm’s expertise draws on a fieldwork approach and a proprietary corporate fundamental analysis model including financial and extra-financial criteria. Its team of 21 analysts-fund managers, including 7 ESG specialists, focus on assessing the overall performance of a company with respect to its stakeholders: shareholders, clients, employees, suppliers, civil society and the environment. Since 2015, Sycomore AM has expanded its range of social, societal and environmental impact funds: Sycomore [email protected], dedicated to human capital; Sycomore Eco Solutions, with a focus on natural capital; Sycomore Shared Growth, specialised in societal capital. Recently, the firm launched Sycomore Next Generation, a fund committed to providing a better future for the next generations. Sycomore AM is, amongst others, a member of the French and Italian SIF, the GIIN (Global Impact Investing Network) and the IIGCC (Institutional Investors Group on Climate Change). The investment firm is continuing its work on quantifying environmental and social impacts.