Corporate News

European Funds Trophy

We have launched a new online tool so that our clients can have a vision of the extra-financial outcome of their investments.

In 2021, we have engaged teams all across the firm and reached close to 90% of our assets classified Article 8 and 9 under the European Sustainable Finance Disclosures Regulation (SFDR).

Carmignac has made the decision to donate an initial EUR 100 000 and will match all the donations 1:1 up to the doubling of our initial donation.

As of today, 34% of European funds meet the SFDR’s article 8 or 9 requirements, at Carmignac we have reached close to 90% as of 1st of January 2022, including 17% Article 9 funds.

85% of our assets are now classified Article 8 or 9. According to Morningstar data* as of July 2021, 30% of European funds meet these requirements.

START systemizes the integration of environmental, social and governance (ESG) criteria in our Funds’ investment process.

The “Principles for Responsible Investment” initiative acknowledges the strengths of Carmignac’s responsible investment policy.