Sycomore Allocation Patrimoine R USD header image

Sycomore Allocation Patrimoine R USD

Fund

ISIN FR0013065604 / Valor null

NAV (2025-11-13)
USD 128.06-0.01%

Sycomore Allocation Patrimoine R USD
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

Sycomore Allocation Patrimoine primarily invests in the Sycomore Next Generation Master Fund, allocating its assets to a socially responsible mix of international equities and bonds. Up to half of the portfolio can be in global stocks, including emerging markets and various sectors, while the remaining portion can be dedicated entirely to a diverse range of international bonds and debt securities. This approach allows the fund to balance growth opportunities with income generation through a broad geographic and asset class exposure.

Content summarized by AI chatbot
Tags:
msci acwi socially responsible discretionary allocation

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Sycomore Allocation Patrimoine R
Sycomore Allocation Patrimoine R Sycomore Allocation Patrimoine R Valor: 1521814
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.38%EUR 153.44
Sycomore Allocation Patrimoine I
Sycomore Allocation Patrimoine I Sycomore Allocation Patrimoine I Valor: 3246546
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.38%EUR 178.63
Sycomore Allocation Patrimoine RD
Sycomore Allocation Patrimoine RD Sycomore Allocation Patrimoine RD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.39%EUR 146.81