Funds in Focus
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
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.
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 KID (Key Information Document). Risk 1 does not mean a risk-free investment. This indicator may change over time.