1. Exclusion of all controversial weapons for all investments
In line with the Oslo and Ottawa conventions, Sycomore AM excludes any investment in controversial weapons.
2. Exclusion policy for SRI funds
It also excludes any investments in companies involved in controversial weapons. For SRI funds, we do not invest in companies that derive more than 5% of their revenue from the following activities: production of weapons or weapon systems as well as weapon support and services, GMOs, tobacco products, coal extraction, coal heat and power generation, unconventional oil and gas extraction, conventional oil extraction, nuclear industry, oil extraction from tar sands, oil extraction through hydraulic fracking, shale gas extraction. Utilities companies that have a carbon intensity of the energy generation above 408 gCO2/kWh and companies whose activities clearly infringe the UNGC are also excluded.
3. Negative screening for SRI funds
Please see our Transparency Code for SRI listed equity funds that describe negative screening criteria in details :