It is essential for us to keep the proximity with our clients and to continuously share our investment decisions and above all our vision going forward. We have just concluded our international digital event, Carmignac Annual Meeting 2022.
Behaviour of our funds
- Kevin Thozet, Portfolio Advisor and Member of the Investment Committee
Our Market Views
- Raphael Gallardo, Chief Economist
- Frédéric Leroux, Head of Cross Asset and Fund Manager
Our Strategic Choices
- Rose Ouahba, Head of Fixed Income and Fund Manager
- David Older, Head of Equities and Fund Manager
- Keith Ney, Fund Manager
Roundtable "Avoiding herd instinct: our high conviction contrarian investments for 2022"<
- Xavier Hovasse, Head of Emerging Equities and Fund Manager
- Pierre Verlé, Head of Credit and Fund Manager
- Joseph Mouawad, Fund Manager
Conversation with Maxime & Edouard Carmignac
Chairman and CIO
Managing Director Carmignac UK
Portfolio Advisor and Member of the Investment Committee
This is a marketing communication. This document is intended for professional clients.
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Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor). The return may increase or decrease as a result of currency fluctuations, for the shares which are not currency-hedged.
Reference to certain securities and financial instruments is for illustrative purposes to highlight stocks that are or have been included in the portfolios of funds in the Carmignac range. This is not intended to promote direct investment in those instruments, nor does it constitute investment advice. The Management Company is not subject to prohibition on trading in these instruments prior to issuing any communication. The portfolios of Carmignac funds may change without previous notice. The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager.
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The Funds’ prospectus, KIIDs, NAV and annual reports are available at www.carmignac.com, or upon request to the Management Carmignac Portfolio refers to the sub-funds of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive. The French investment funds (fonds communs de placement or FCP) are common funds in contractual form conforming to the UCITS or AIFM Directive under French law
UK: This document was prepared by Carmignac Gestion and/or Carmignac Gestion Luxembourg and is being distributed in the UK by Carmignac Gestion Luxembourg UK Branch (Registered in England and Wales with number FC031103, CSSF agreement of 10/06/2013). FP Carmignac ICVC (the “Company”) is an Investment Company with variable capital incorporated in England and Wales under registered number 839620 and is authorised by the Financial Conduct Authority (the “FCA”) with effect from 4 April 2019 and launched on 15 May 2019. FundRock Partners Limited is the Authorised Corporate Director (the “ACD”) of the Company and is authorised and regulated by the FCA. Registered Office: Second Floor, 52-54 Gracechurch Street, London EC3V 0EH, UK; Registered in England and Wales with number 4162989. Carmignac Gestion Luxembourg SA, UK Branch (Registered in England and Wales with number FC031103, CSSF agreement of 10/06/2013) has been appointed as the Investment Manager and distributor in respect of the Company.
In Switzerland: the prospectus, KIIDs and annual report are available at www.carmignac.ch, or through our representative in Switzerland, CACEIS (Switzerland), S.A., Route de Signy 35, CH-1260 Nyon. The paying agent is CACEIS Bank, Paris, succursale de Nyon/Suisse, Route de Signy 35, 1260 Nyon.
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