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SIMPLYBIZ INVESTMENT SERVICES
QUALITY AND SUSTAINABLE INVESTMENT FOR THE BENEFIT OF :
THE FINANCIAL SOLIDITY OF INVESTMENTS
Our definition of the quality factor focuses on companies with high and sustainable margins . This characteristic assures us that these companies can improve their revenues and maintain profitability over time . As a result , they are better equipped to navigate through economic cycles and make investments to ultimately secure future growth .
Similarly , by investing in the development of human capital , companies can improve their productivity . These attributes make companies more competitive and thereby improve their profitability .
The company has successfully decoupled its growth from its negative impact on the environment ,, reducing its absolute emissions by 91 % compared to 2005 , while increasing its production volumes by 45 % and maintaining its operating margin between 15 and 20 %.
BUSINESS SUSTAINABILITY
On top of profitability , our strategy focuses on companies that reinvest their profit to create new business drivers . The objective is to identify companies that can efficiently utilize their profits to fund internal or external projects . We believe that only companies that take account of their impact on all their stakeholders can outperform the market over several decades .
This is precisely why we choose to exclude the most polluting companies from our investments . Additionally , we actively engage with the companies we invest in to ensure that their ongoing efforts align with our values .
RISK REDUCTION
Quality companies generally have healthy balance sheets , stable cash flows and lower debt levels . Moreover , they possess ample resources to invest in and adapt to evolving market conditions , such as emerging technologies , regulatory changes , and shifting consumer expectations . Consequently , they face a lower risk of their business model becoming outdated or obsolete .
Sustainable investment helps investors assess the risks associated with a company ' s future performance , by considering its environmental , social , and governance practices .
The company contributes to the security of electricity supply for the grid and buildings , and offers services to optimise their energy efficiency . The emissions avoided by their customers have tripled over the last 3 years , reaching 440 mtCO2e , higher than France ' s carbon footprint in 2023 .
DISCLAIMER - IMPORTANT LEGAL INFORMATION .
Advertising communication . Please refer to the KIID / prospectus before making any final investment decision . This document is intended for professional clients . The decision to invest in the promoted fund should take into account all its characteristics and objectives , as described in its prospectus . Communication published by Carmignac Gestion S . A ., a portfolio management company authorised by the Autorité des Marchés Financiers ( AMF ) in France , and its Luxembourg subsidiary , Carmignac Gestion Luxembourg , S . A ., an investment fund management company authorised by the Commission de Surveillance du Secteur Financier ( CSSF ). This document may not be reproduced in whole or in part without the prior authorisation of the Management Company . It does not constitute an offer to subscribe or investment advice . This document is not intended to provide , and should not be used for , accounting , legal or tax advice . It is provided for information purposes only and should not be used as a basis for evaluating the merits of investing in the securities or interests described herein or for any other purpose . The information contained in this document may be incomplete and is subject to change without notice . It relates to the situation at the date of writing and comes from internal and external sources considered reliable by Carmignac , is not necessarily exhaustive and no guarantee is given as to its accuracy . Carmignac Portfolio refers to the sub-funds of the SICAV Carmignac Portfolio , an investment company incorporated under Luxembourg law in accordance with the UCITS Directive . The Funds are mutual funds governed by French law that comply with the UCITS or AIFM Directive . Access to the Funds may be restricted to certain persons or countries . This document is not directed at any person in any jurisdiction , this document or the making available of it is prohibited . Persons to whom such restrictions apply should not access this document . Taxation depends on each person ' s situation . The Funds are not registered under the US Securities Act of 1933 . The Funds may not be offered or sold , directly or indirectly , to or for the account or benefit of a " US person " within the meaning of US Regulation S and FATCA . The management company may decide to stop marketing the Funds in your country at any time . Investors can access a summary of their rights here . The reference to certain securities or financial instruments is given by way of illustration to highlight certain securities that are or have been present in the portfolios of the Funds in the Carmignac range . The Management Company is not prohibited from trading in these instruments prior to the publication of this communication . The portfolios of the Carmignac Funds may be modified at any time .
Any complaints may be sent to the attention of the Compliance Department at CARMIGNAC GESTION , 24 place Vendôme - 75001 Paris - France , or to complaints @ carmignac . com