INVESTMENT ADVISER | ISSUE 09 2024 31
A STRATEGY THAT COMBINES QUALITY AND SUSTAINABLE INVESTMENT
Carmignac Portfolio Grandchildren is an equity fund that has capitalized on the process established by Mark two decades ago . This Article 9 fund , launched 5 years ago , offers a distinctive approach by investing in quality companies across the developed world . As an all-round fund , it is distinguished by :
Concentrated exposure to quality companies across developed countries
43 portfolio holdings
A clear and coherent sustainable framework
100 % of our investments are aligned with the UN SDGs ( ex-cash )
Reducing greenhouse gas emissions
< 50 % Carbon emissions than its benchmark
Total transparency on both the financial and nonfinancial dimensions of the portfolio
3 ESG reporting at your disposal
Outstanding long-term performance
+ 89 % vs 87 % for the MSCI World over the last 5 years
Source : Carmignac , Bloomberg , at 31 / 05 / 2024
The composition of the portfolio may change over time . Reference to a ranking or award does not constitute a guarantee of the future results of UCIS or the manager . * https :// www . lelabelisr . fr / en /; https :// www . towardssustainability . be /; https :// www . febelfin . be / fr ; Socially Responsible Investment , https :// www . carmignac . fr / fr _ FR / nous-connaitre / investissement-socialement-responsable-isr-1252 . SRI and Febelfin labels obtained in January and February 2020 respectively . SFDR fund classification : Article 9 from 1 January 2022 . Sustainable Finance Disclosure Regulations ( SFDR ) 2019 / 2088 . For more information , please refer to EUR-lex .
Past performance is not necessarily indicative of future performance . Returns may increase or decrease according to currency fluctuations for equities that are not hedged against currency risk . Performance is net of fees ( excluding any entry fees charged by the distributor ).