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
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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.
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.
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.
* Risk Scale from the KIID (Key Investor Information Document). Risk 1 does not mean a risk-free investment. This indicator may change over time.