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Sycomore Allocation Patrimoine I (0P0000A4DE)

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163.450 -0.300    -0.18%
15/04 - Closed. Currency in EUR ( Disclaimer )
Type:  Fund
Market:  France
Issuer:  Sycomore Asset Management
ISIN:  FR0010474015 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 208.76M
Sycomore Allocation Patrimoine I 163.450 -0.300 -0.18%

Sycomore Allocation Patrimoine I Overview

 
Find basic information about the Sycomore Allocation Patrimoine I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000A4DE MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: FR0010474015)
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Rating
1-Year Change8.12%
Prev. Close163.75
Risk Rating
TTM Yield0%
ROE17.92%
IssuerSycomore Asset Management
TurnoverN/A
ROA6.50%
Inception DateJul 02, 2007
Total Assets208.76M
Expenses2.42%
Min. Investment100
Market Cap57.97B
CategoryEUR Flexible Allocation - Global
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1031 1031 1088 1045 1113 1353
Fund Return 3.15% 3.15% 8.81% 1.48% 2.16% 3.07%
Place in category 2373 2373 1853 1549 1582 532
% in Category 65 65 56 56 70 50

Top Equity Funds by Sycomore Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sycomore Selection Responsable i 669.86M 12.39 6.92 7.13
  Sycomore Selection Responsable RP 669.86M 11.97 5.82 6.05
  Sycomore Selection Responsable R 669.86M 12.11 5.86 6.05
  Sycomore Partners i 266.47M 0.30 1.57 2.60
  Sycomore Partners IB 266.47M 0.23 1.38 -

Top Funds for EUR Flexible Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  R Valor P EUR 4.7B 7.62 5.58 -
  R Valor C EUR 4.7B 7.49 5.06 8.77
  R Valor D EUR 4.7B 7.49 5.06 8.78
  R Valor F EUR 4.7B 7.40 4.69 8.29
  CPR Croissance Reactive i 1.16B 2.16 1.84 3.58

Top Holdings

Name ISIN Weight % Last Change %
Allianz Sécuricash SRI IC FR0010017731 5.51 - -
France (Republic Of) 0% FR0127921189 4.92 - -
France (Republic Of) 0% FR0127921296 4.44 - -
  France 0 17-Apr-2024 FR0127921064 3.74 99.989 0.00%
  Btp Tf 2,80% Dc28 Eur IT0005340929 3.11 97.73 -0.28%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Strong Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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