Carmignac

FinecoBank adds Carmignac OEIC funds to its investing platform

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London, 7 December, 2020 – FinecoBank today announced that funds from the independent asset manager Carmignac will be available on the Fineco investing platform.

Fineco customers can now access a range of Carmignac products that are managed by a team of experienced fund managers and have a flexible approach combined with active risk management. Products on offer include FP Carmignac European Leaders, a high-conviction, bottom-up European ex-UK Equity strategy and FP Carmignac Patrimoine, a global multi-asset solution focused on long-term growth with a strong track record built up over more than 30 years.

Paolo Di Grazia, deputy general manager, Fineco: “We’re proud to offer to our growing customer base the access to a new series of highly recognised products, as we’re noticing a continued demand from our clients for innovative active management solutions. We’re on track to delivering our commitment to further broaden the number of asset managers available on Fineco’s one-stop-solution, through which we’re offering banking, investing and trading services in a single, unified online platform.”

Maxime Carmignac, Managing Director UK Branch, Carmignac: “Fineco has been a long-term partner for Carmignac in Italy and we are delighted to extend this trusted relationship to the UK. At Carmignac, we are committed to actively managing our clients’ savings over the long-term through a concentrated range of funds that have strong expertise. This reinforced partnership with Fineco will allow us to fuel our sustainable development in the UK and provide more investors with investing solutions that meet their long-term objectives and aspirations.”

These new funds further increase the available choices for investors. This year, Fineco has also announced partnerships with JP Morgan Asset Management, Fidelity Investments, Aberdeen Investments, M&G Investments, and Columbia Threadneedle Investments.

About FinecoBank

Launched in 2017 in UK, FinecoBank, the multi-currency bank and one of the most important FinTech banks in Europe, has built an integrated business model proposing customers its One-Stop-Solution: it offers from a single account banking, trading and investment services through innovative transactional platforms developed with proprietary technologies. Fineco represents a new way of banking, a smart way to invest money.

Fineco’s mission is to simplify customers’ lives when dealing with financial services, and has developed a very powerful yet user-friendly platform.

About Carmignac

Carmignac is an independent asset management firm, established in 1989 on three core principles that still stand true today: entrepreneurial spirit, human-driven insight and active commitment. We are as entrepreneurial today as we have always been; our team of fund managers keeping the freedom and courage to perform independent risk analysis, translate it into strong convictions and implement them. Our collaborative culture of debate, on-the-ground work and in-house research means we will always enhance data analysis with human-driven insight to better manage complexity and evaluate hidden risks. We are both active managers and active partners: committed to our

clients, providing transparency on our investment decisions and always accountable for them. With a capital entirely held by the family and staff, Carmignac is now one of Europe’s leading asset managers, operating from 7 different offices. Today, as throughout our history, we are committed to try harder and better to actively manage our clients’ savings over the long-term.


About the fund FP Carmignac European Leaders – Share Class A GBP ACC1

Fund Manager: Mark Denham
Legal status: UK Open Ended Investment Companies (OEIC)
ISIN: GB00BJHPHZ49
SEDOL: BJHPHZ4
First NAV date: 13 May 2019
Base Currency: GBP
Dealing Cut-off: 12pm GMT daily
Investment objective: The investment objective of the Fund is to achieve capital growth over a period of at least five years.
Main risks:
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.
Capital guarantee: No
Minimum recommended investment horizon: 5 years
Fees:
Management fees (AMC): 0.81%
On-going Charge Figure (OCF): 0.89%






Risk scale: Risk scale: SRRI from the KIID (Key Investor Information Document): scale from 1 (lowest risk) to 7 (highest risk) for the A GBP Acc shareclass; category-1 risk does not mean a risk-free investment. This indicator may change over time.

About the fund FP Carmignac Patrimoine – Share Class A GBP ACC HGD

Fund Managers: David Older and Rose Ouahba
Legal status: UK Open Ended Investment Companies (OEIC)
ISIN: GB00BK1W2N12
SEDOL: BK1W2N1
First NAV date: 13 May 2019
Base Currency: GBP
Dealing Cut-off: 12pm GMT daily
Investment objective: The investment objective of the Fund is to achieve capital growth over a period of at least three years. Main risks:
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.
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.
The Fund presents a risk of loss of capital.
Capital guarantee: No
Minimum recommended investment horizon: 3 years
Fees:
Management fees (AMC): 0.92%
On-going Charge Figure (OCF): 1.00%






Risk scale: Risk scale: SRRI from the KIID (Key Investor Information Document): scale from 1 (lowest risk) to 7 (highest risk) for the A GBP Acc HGD shareclass; category-1 risk does not mean a risk-free investment. This indicator may change over time.