Quarterly Reports: Second Quarter 2023

Find out our views and positioning on our funds for the second quarter of 2023.

You can access to the quarterly reports by clicking on the fund name below:

Equity strategies

• Carmignac Investissement

• Carmignac Portfolio Grandchildren

• Carmignac Portfolio Emergents

• Carmignac Portfolio Grande Europe

• FP Carmignac European Leaders

• Carmignac Portfolio Climate Transition

• Carmignac Portfolio Human Xperience

• Carmignac Portfolio Family Governed

Fixed income strategies

• Carmignac Sécurité

• Carmignac Portfolio Flexible Bond

• Carmignac Portfolio Global Bond

• Carmignac Portfolio Credit

• Carmignac Portfolio EM Debt

Diversified strategies

• Carmignac Patrimoine

• Carmignac Portfolio Patrimoine Europe

• Carmignac Portfolio Emerging Patrimoine

Alternative strategies

• Carmignac Portfolio European Long Short Equity