Focus Fonds
Back to fundamentals with Carmignac Portfolio Grandchildren
Increased life expectancy and major social changes have caused investors to reconsider the way they invest, shifting towards strategies that are geared to the long-term and mindful of the impact on the planet.
Discover Carmignac Portfolio Grandchildren, a global equity fund seeking to achieve steady capital growth over the long-term for investors looking to put their capital to good use:
In our approach to global equities, these companies should demonstrate high sustainable profitability today while reinvesting profits internally in the business to grow it for the future
- Mark Denham
The Fund at a glance
Carmignac Portfolio Grandchildren is a high conviction, equity fund (classified Article 9 according to SFDR1) aiming to deliver long-term returns over a recommended investment period of at least five years. It invests in shares of sustainable, high-quality companies across the world while mitigating the effects of changing economic cycles and focuses on:
In recognition to its commitment to sustainable investment, the Fund has been granted the French "Socially Responsible Investment" label in January 2020 and the Belgian "Towards Sustainability" label in February 20202.
1 Regulation (EU) 2019/2088 (SFDR). For more information, visit: https://eur-lex.europa.eu/eli/reg/2019/2088/oj.
2 For more information about the labels, visit http://www.lelabelisr.fr and www.towardssustainability.be
Carmignac Portfolio Grandchildren A EUR Acc
Durée minimum de placement recommandée
Risque plus faible Risque plus élevé
ACTION: Les variations du prix des actions dont l'amplitude dépend de facteurs économiques externes, du volume de titres échangés et du niveau de capitalisation de la société peuvent impacter la performance du Fonds.
RISQUE DE CHANGE: Le risque de change est lié à l’exposition, via les investissements directs ou l'utilisation d'instruments financiers à terme, à une devise autre que celle de valorisation du Fonds.
GESTION DISCRÉTIONNAIRE: L’anticipation de l’évolution des marchés financiers faite par la société de gestion a un impact direct sur la performance du Fonds qui dépend des titres sélectionnés.
Le Fonds présente un risque de perte en capital.