Carmignac

Carmignac Portfolio Grande Europe is Best Sustainable European Equity Fund

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The Investment Week Sustainable Investment Awards have honored fund managers who play a key role in the development of sustainable investing for the past 17 years. We are pleased to see Carmignac Portfolio Grande Europe named “Best Sustainable European Fund”.

Carmignac

Carmignac Portfolio Grande Europe invests in European companies that make significant and measurable positive contribution to the environment and the society based on their alignment to the United Nations Sustainable Development Goals.

Thanks to a structured and quantifiable process, paired with a SRI filter and ESG integration, the Fund identifies companies with high sustainable profitability combined with internal reinvestment.

For the fund categories, the judges considered factors including whether the fund met its sustainable objectives; excellence in sustainable investing within the investment process; performance record, and key developments in the strategy over the past year.

Carmignac Portfolio Grande Europe

A high conviction, sustainable European equity strategy

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Carmignac Portfolio Grande Europe A EUR Acc

ISIN: LU0099161993

Recommended minimum investment horizon

Lower risk Higher risk

Potentially lower return Potentially higher return

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Main risks of the Fund

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.

Carmignac Portfolio Grande Europe A EUR Acc

ISIN: LU0099161993
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 (YTD)
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Year to date
Carmignac Portfolio Grande Europe A EUR Acc +10.32 % -1.40 % +5.11 % +10.36 % -9.56 % +34.79 % +14.46 % +21.73 % -21.09 % +14.75 % +3.81 %
Reference Indicator +7.20 % +9.60 % +1.73 % +10.58 % -10.77 % +26.82 % -1.99 % +24.91 % -10.64 % +15.81 % +1.45 %

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3 Years 5 Years 10 Years
Carmignac Portfolio Grande Europe A EUR Acc +5.24 % +10.84 % +7.37 %
Reference Indicator +9.71 % +8.92 % +6.93 %

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Source : Carmignac at 31/01/2024 .

Maximum subscription fees paid to distributors : 4,00%
Redemption Fees : 0,00%
Ongoing Charges : 1.80%
Conversion Fee : 1%
Management Fees : 1,50%
Performance Fees : 20,00%
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