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Sycomore Allocation Patrimoine RD

Fund

ISIN FR0012818227 / Valor null

NAV (2025-11-13)
EUR 146.81-0.39%

Sycomore Allocation Patrimoine RD
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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.

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Tags:
msci acwi socially responsible discretionary allocation

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OTHER SHARE CLASSES OF THIS FUND

Sycomore Allocation Patrimoine R USD
Sycomore Allocation Patrimoine R USD Sycomore Allocation Patrimoine R USD
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Annual Return

-50%0%+50%

Risk level

110
-0.01%USD 128.06
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
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Annual Return

-50%0%+50%

Risk level

110
-0.38%EUR 178.63