Fund News
Carmignac awarded across strategies in Switzerland and Europe
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Lipper Awards 2022
We are proud that four of our Funds rank 1st place over 3 and/or 5 years across different asset classes in Switzerland in 2022. Carmignac Portfolio Sécurité is best Short Term Bond Fund over 3 and 5 years, Carmignac Portfolio EM Debt is best Global Emerging Market Bond Fund over 3 years, Carmignac Portfolio Credit is best Global Corporate Bond Fund over 3 years and Carmignac Profil Réactif 100 is best Absolute Return Fund over 5 years.
Best Funds in Europe
The above mentioned strategies (Carmignac Portfolio Sécurité, Carmignac Portfolio EM Debt and Carmignac Portfolio Credit) as well as Carmignac Portfolio Patrimoine Europe (Mixed European Fund category) also rank 1st place in Europe over 3 and/or 5 years within their category.
Methodology
Refinitiv Lipper ranks top performing Funds each year. Awards are granted based on objective and quantitative criteria and Lipper Leaders Rating for Consistent Return’s classification over three, five or 10 years. The highest Leaders Rating for Consistent Return value within each eligible classification determines the fund classification winner. For a detailed explanation, please review the Lipper Leader methodology document www.lipperfundawards.com/Methodology.
Past performance is not necessarily indicative of future performance. The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager.
Carmignac Portfolio Patrimoine Europe A EUR Acc
Recommended minimum investment horizon
Lower risk Higher risk
EQUITY: The Fund may be affected by stock price variations, the scale of which is dependent on external factors, stock trading volumes or market capitalization.
INTEREST RATE: Interest rate risk results in a decline in the net asset value in the event of changes in interest rates.
CREDIT: Credit risk is the risk that the issuer may default.
CURRENCY: Currency risk is linked to exposure to a currency other than the Fund’s valuation currency, either through direct investment or the use of forward financial instruments.
The Fund presents a risk of loss of capital.
Carmignac Portfolio EM Debt A EUR Acc
Recommended minimum investment horizon
Lower risk Higher risk
EMERGING MARKETS: Operating conditions and supervision in "emerging" markets may deviate from the standards prevailing on the large international exchanges and have an impact on prices of listed instruments in which the Fund may invest.
INTEREST RATE: Interest rate risk results in a decline in the net asset value in the event of changes in interest rates.
CURRENCY: Currency risk is linked to exposure to a currency other than the Fund’s valuation currency, either through direct investment or the use of forward financial instruments.
CREDIT: Credit risk is the risk that the issuer may default.
The Fund presents a risk of loss of capital.
Carmignac Portfolio Sécurité A EUR ACC
Recommended minimum investment horizon
Lower risk Higher risk
INTEREST RATE: Interest rate risk results in a decline in the net asset value in the event of changes in interest rates.
CREDIT: Credit risk is the risk that the issuer may default.
RISK OF CAPITAL LOSS: The portfolio does not guarantee or protect the capital invested. Capital loss occurs when a unit is sold at a lower price than that paid at the time of purchase.
CURRENCY: Currency risk is linked to exposure to a currency other than the Fund’s valuation currency, either through direct investment or the use of forward financial instruments.
The Fund presents a risk of loss of capital.
Carmignac Portfolio Credit A EUR Acc
Recommended minimum investment horizon
Lower risk Higher risk
CREDIT: Credit risk is the risk that the issuer may default.
INTEREST RATE: Interest rate risk results in a decline in the net asset value in the event of changes in interest rates.
LIQUIDITY: Temporary market distortions may have an impact on the pricing conditions under which the Fund might be caused to liquidate, initiate or modify its positions
DISCRETIONARY MANAGEMENT: Anticipations of financial market changes made by the Management Company have a direct effect on the Fund's performance, which depends on the stocks selected.
The Fund presents a risk of loss of capital.