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Sycomore Shared Growth A

Classé 8 sur 281 en - Zone Euro sur 12 mois
All calculations are in EUR unless stated

Géré par

Sara Carvalho de Oliveira

Arnaud D'Aligny

Arnaud d’Aligny is a partner, senior equity portfolio manager and securities analyst at Sycomore Asset Management based in Paris, where he deals in European equities using conviction, growth and value strategies. Arnaud joined the firm in 2011 and prior to this was an executive director in the investment banking division at Goldman Sachs. Arnaud graduated from The Wharton School, University of Pennsylvania with an MA in Business Administration, Finance major and Supaero (ISAE) with an MSc in Aeronautics & Astronautics.

Frédéric Ponchon

Frédéric Ponchon started his career at Sycomore Asset Management in 2005 as a portfolio manager where he has managed the Sycomore European Growth Fund since joining the company. He uses a defensive growth and GARP investment approach. Prior to Sycomore he worked at Louvre Gestion (Banque du Louvre) for over five years. Ponchon is based in Paris and studied business management at Rouen Business School in France. He holds the CFA, CIIA, and is a member of the French Society of Financial Analysts. In his free time he enjoys literature, the cinema and theatre and also enjoys skiing.

Objectif

The objective is to outperform the equity market over the long term and to achieve a performance over a five-year minimum investment horizon above the Euro Stoxx Total Return benchmark while meeting the standards set for the Equity Savings Scheme (PEA). The fund invests at least 75% of its net assets in PEA-eligible shares, of which at least 70% are equities from euro-zone countries.

Performance

Zone Euro sur : 31/10/2017 - 31/10/2018
  • Classement 8/281 Rendement total
  • Classement 16/281 Ecart-type
  • Classement 4/281 Perte maximale
Nom du fonds Currency Rendement total
6 Martin Maurel Senior Plus C EUR EUR

-1,5%

7 Natixis LCR Actions Euro I EUR

-1,6%

8 Sycomore Shared Growth A EUR

-1,9%

9 Future Flexible Actions C EUR

-2,0%

10 Portfolio LCR Actions EUR

-2,1%

Rendement total

Performance trimestrielle

au 30/09/2018 Annuel T1 T2 T3 T4
2018 -3,0% 6,1% 1,0%
2017 11,3% 8,9% 3,5% -0,1% -1,1%
2016 1,1% -4,9% 0,7% 4,0% 1,6%
2015 14,7% 15,8% -3,0% -3,3% 5,6%
2014 7,9% 4,6% 2,6% -0,3% 0,8%
2013 20,5% 8,4% -0,5% 5,5% 5,9%
2012 21,8% 6,7% 0,6% 9,2% 4,0%
2011 -7,9% 2,7% 2,2% -15,3% 3,5%
2010 3,8% 3,6% -7,4% 3,6% 4,6%
2009 21,3% -9,7% 16,6% 10,9% 3,8%
2008 -39,9% -12,1% -4,9% -9,4% -20,7%
2007 -3,7% 5,8% 3,5% -5,7% -6,8%
2006 19,2% 11,4% -3,3% 5,0% 5,3%
2005 24,7% 8,6% 4,2% 8,3% 1,8%
2004 13,4% 5,6% 2,3% -2,6% 7,7%
2003 18,0% -9,1% 16,7% 5,4% 5,6%
2002 -6,1% 1,6%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. Autriche
  2. France
  3. Allemagne
  4. Suisse

Information sur le fonds

  • Date de lancement24/06/2002
  • Taille de la share class09Mn
  • Devise de baseEUR
  • Code ISIN FR0007073119

Information pour achat

  • Minimum investissement de départ1E-05
  • Montant minimum de versements périodiques1E-05

Frais

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).