How can we combine value creation and socially responsible investing in an increasingly complex bond environment?
Discover what Carmignac Portfolio Flexible Bond’s co-managers, Guillaume Rigeade and Eliezer Ben Zimra, had to say at our web conference on the 23rd September 2021:
This responsible investment approach has been completely integrated into our investment process
- Guillaume Rigeade
Carmignac Portfolio Flexible Bond obtains SRI label
We’re delighted to announce that Carmignac Portfolio Flexible Bond, an Article 8 fund under the Sustainable Finance Disclosure Regulation (SFDR)*, obtained the SRI label in September this year.
It is a socially responsible investment Fund that deploys a flexible allocation across international fixed income markets while hedging currency risk. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.
The “SRI label” was created in 2016 by the Ministry of Economy and Finance. It is granted following a strict audit by an independent body (AFNOR or Ernst & Young), and is renewed annually. To learn more, visit www.lelabelisr.fr. *SFDR Regulation (Sustainable Finance Disclosure Regulation) 2019/2088. For more information, visit: https://eur-lex.europa.eu/eli/reg/2019/2088/oj?locale=en.
Carmignac Portfolio Flexible Bond A EUR Acc
Recommended minimum investment horizon
Lower risk Higher risk
Potentially lower return Potentially higher return
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.
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.
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.