Sycomore Asset Management (Sycomore AM) has broadened its range of SRI funds with the launch of SRI Next Generation, a fund with a focus on companies offering business models that are compatible with sustainable growth objectives.
Sycomore Next Generation aims to deliver steady returns with limited risk, while complying with sustainability development considerations. Sycomore Next Generation will allow Sycomore AM to focus on companies able to generate sustainable performances and meet their ESG-related guidelines.
As a balanced, wealth-management strategy, the fund’s allocation to equity (0-50 per cent) and bond (0-100 per cent) markets is managed opportunistically. The fund’s bond portfolio aims to offer a balanced breakdown between corporate and public debt, but will evolve according to market trends.
In order to achieve this objective, the investment team draws on the firm’s historical stock and bond picking expertise and from the valuable input of their team of seven ESG experts.
Stanislas de Bailliencourt (pictured), portfolio manager of Sycomore Next Generation, comments: “This unconstrained investment style provides the flexibility required to address the twin challenge inherent to our approach as responsible investors: on the one hand, to deliver performance while containing risk, and on the other, to meet sustainable development requirements.”
Sycomore AM has set up its own government-rating model which combines quantitative and qualitative data criteria, where ESG considerations will play a dominant role.
For both its equity and corporate debt portfolios, the fund’s priority will be to select companies that are aligned with the United Nation’s Sustainable Development Goals.
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