SFS Sycomore Europe Eco Solutions

LU1183791281, LU1786954286, LU1183791794

Issuer	SFS Sycomore Europe Eco Solutions
Fund provider	Sycomore Asset Management
Fund type/Asset class	Equity fund
Legal form	SICAV
Fund issue date	15/06/2015
Last Update	18.09.2023
Benchmark	MSCI EUROPE NR
Tranche	Private Investors Institutional Investors foundations

Risk Indicator (PRIIP)
4 of 7

Licensed in
D, A, CH, LU

Classification by SFDR
-

EU Taxonomy
76% eligible

% of Sustainable Investments according to SFDR
-

Principal Adverse Impacts

Greenhouse Gas Emissions

Water

Waste

Biodiversity

Energy Efficiency and Fossil Fuels

Social and Employee Matters

Sustainable Development Goals

No Poverty

Zero Hunger

Good Health and Well-being

Quality Education

Gender Equality

Clean Water and Sanitation

Affordable and Clean Energy

Decent Work and Economic Growth

Industry, Innovation and Infrastructure

Reduced Inequality

Sustainable Cities and Communities

Responsible Consumption and Production

Climate Action

Life Below Water

Life on Land

Peace and Justice Strong Institutions

Partnerships to achieve the Goal

Normal allocation

Equities	75 % to 100 %
Bonds	0 % to 25 %
Money market/Bank deposits	0 % to 25 %
Commodities	Excluded
Direct investments	Excluded
Derivatives	Excluded (for hedging only)
Other	-

Sustainability approach

Principal Adverse Impacts	Greenhouse Gas Emissions Water Waste Biodiversity Energy Efficiency and Fossil Fuels Social and Employee Matters
Further remarks on the consideration of SDGs	-
Rationale behind classification according to SFDR	- Sycomore Europe Eco Solutions promotes environmental characteristics and will have a minimum of 100% sustainable investments with an environmental objective.
Engagement	Yes, organized internally Link to engagement policy
Voting	Yes, organized internally Link to voting policy
Best-in/of-Class	Best-In-Class Best-in-Universe
ESG-Integration	Yes Our general ESG policy applies to all assets with different levels of ESG integration described in the policy: https://en.sycomore-am.com/610aa29f-https://en.sycomore-am.com/610aa29f-https://en.sycomore-am.com/download/381500688
Norm-based screening	UN Global Compact ILO core labour standards OECD Guidelines for Multinational Enterprises Implementation of TCFD
Themes	Climate change Renewable Energies Biodiversity Sycomore Eco Solutions focuses on economic players whose business models contribute towards the Environmental and Energy Transition in five key areas: mobility; energy; renovation and construction; the circular economy and ecosystemrelated businesses. The fund excludes companies that are fully or partially involved in businesses that destroy natural capital or whose ESG rating is too low. The fund’s investment universe primarily includes European stocks from the entire market capitalisation spectrum and allows for a possible diversification outside of Europe.
Impact Investing	Environmental Even if the sub-fund is having a clear focus on an "environmental thematic", the impact is measured and monitored on the 3 pillars (E,S, G) and even on human rights, as the fund managers monitors closely the following impact KPIs : - On the environment pillar: Net Environmental Contribution (NEC) indicator aims to determine the contribution of the activities of a company to the ecological transition, with a rating from -100% to +100% depending of the negative or positive impact of its activities on the environment. - On the social pillar: workforce growth over three years. - On the governance pillar: percentage of women in key management roles. - On human rights: percentage of companies with commitment to respecting human rights (disclosure of a Human Rights Policy). The above ESG indicators selection aims at having a better result on at least two indicators compared to the Sub-fund’s benchmark.
Further information on the sustainability approach	Sycomore's sustainable approach consists of a number of formalized strategies covering specific corners: > Human Capital Strategy: https://en.sycomore-am.com/download/1643227059 > Natural Capital Strategy: https://en.sycomore-am.com/download/2057656054 > Societal Capital Strategy: https://en.sycomore-am.com/download/1918454073 ; >Human Right Policy : https://en.sycomore-am.com/download/655023262 > SRI Exclusion policy: https://en.sycomore-am.com/download/569428451 Link to sustainability approach

Research and Transparency

In-house sustainability analysis	Yes, 23 including 9 SRI specialists
Research partners	Yes ISS, MSCI, Trucost, iCare&Consult, Quantis, Vigeo
Percentage of portfolio with sustainability analysis	100 %
Strategically important suppliers included	Yes
Sustainability advisory committee	Advisory
Analysis of portfolio CO2	Yes, backward-looking indicator Sycomore uses the Net Environmental Contribution
Sustainability reporting	Yes https://en.sycomore-am.com/download/1805086421
At least monthly portfolio publication	Yes Link to monthly portfolio publication
Certification/Label awarded by independent auditors	FNG Label ★★★ Label ISR Greenfin Other Towards Sustainability

Environmental

Exclusion of sectors / areas of business – companies

Fossil fuels (Coal, Oil and Gas)	Yes 5 % Turnover threshold
Nuclear power (operation and components)	Yes 5 % Turnover threshold
Green genetic engineering	Yes 5 % Turnover threshold
Chlorine and agrochemicals (biocides)	Yes 10 % Turnover threshold
Other	Pesticides, coal, energy generation with high carbon intensity 5 % Turnover threshold

Exclusion of business practices – companies

Environmentally damaging behaviour	Yes
Damage to biodiversity	Yes
Other	-

Exclusion criteria – countries

Non-ratification of the Paris Climate Agreement	Yes
Non-ratification of the Protocol on Biosafety	N/A
Non-ratification of the UN Biodiversity Convention	Yes
Nuclear power by proportion of gross energy production	N/A
Other	-

Social

Exclusion of sectors / areas of business – companies

Weapons/Armaments	Yes 5 % Turnover threshold
Cluster bombs and anti-personnel mines	Yes
Weapons of mass destruction (ABC/CBRN)	Yes
Tobacco products	Yes 5 % Turnover threshold
Pornography	Yes 5 % Turnover threshold
Spirits/Alcohol	No
Gambling	No
Other	-

Exclusion of business practices – companies

Labour rights (ILO core labour standards)	Yes
Exploitative child labour	Yes
Violation of human rights	Yes
Animal testing	No
Other	-

Exclusion criteria – countries

Labour rights	N/A
Violation of human rights	N/A
Military spending as a percentage of GDP	N/A
Death penalty, torture	N/A
Countries classified by Freedom House as not free	Yes
Violations of the Nuclear Non-Proliferation Treaty	Yes
Violations of other non-proliferation treaties	N/A
Other	-

Governance

Exclusion of business practices – companies

Corruption and bribery	Yes
Tax: planned avoidance & detected violations	N/A
Other	-

Exclusion criteria – countries

Corruption	N/A
Other	-

EU Taxonomy
It is possible that reported KPIs for taxonomy eligibility and alignment (being limited to corporate issuers / including only selected economic activities) are low or that KPIs cannot be reported due to limited data availability. Data may be available with a time lag. Data comparability may be limited due to differences in the scope of the economic activities considered. As soon as data is available in sufficient quantity and quality, it will be published in accordance with regulatory requirements.

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