Flash Note

Flash Note

Seizing bond-market opportunities worldwide Carmignac Portfolio Unconstrained Global Bond

30.07.2020

Discover our video with Charles Zerah in which he sets out the flexible, opportunistic international fixed income strategy he has been pursuing for over 10 years:

  • IN THEORY

    Access a wide range of fixed income performance drivers (global interest rates, credit and currencies)

  • IN PRACTICE

    Actively manage modified duration to be able to create value across different market settings

  • OUTLOOK

    Identify attractive sources of yield in a highly leveraged fixed income environment: investment strategy

Discover the Fund’s webpage:

Carmignac Portfolio Unconstrained Global Bond

Carmignac Portfolio Unconstrained Global Bond

Main risks of the Fund

CREDIT: Credit risk is the risk that the issuer may default.

INTEREST RATE: Interest rate risk results in a decline in the net asset value in the event of changes in interest rates.

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.

[Scale risk] 4/2 years_EN