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Back to fundamentals with Carmignac Portfolio Grandchildren

Author(s)
Mark Denham,Obe Ejikeme
Published on
28 February 2022
Read time
2 minute(s) read

Increased life expectancy and major social changes have caused investors to reconsider the way they invest, shifting towards strategies that are geared to the long-term and mindful of the impact on the planet.

Discover Carmignac Portfolio Grandchildren, a global equity fund seeking to achieve steady capital growth over the long-term for investors looking to put their capital to good use:

In our approach to global equities, these companies should demonstrate high sustainable profitability today while reinvesting profits internally in the business to grow it for the future

- Mark Denham

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The Fund at a glance

Carmignac Portfolio Grandchildren is a high conviction, equity fund (classified Article 9 according to SFDR1) aiming to deliver long-term returns over a recommended investment period of at least five years. It invests in shares of sustainable, high-quality companies across the world while mitigating the effects of changing economic cycles and focuses on:

Quality

We identify companies that exhibit the characteristics we believe are needed to successfully grow over time, that is, high quality companies with sustainable profitability, reinvesting their earnings to grow the business for the future.

Cyclicality

We always keep an eye on the road by adjusting the sizing of our positions to cyclical and defensive stocks according to the direction of the cycle.

Sustainability

We believe companies with strong Environmental, Social and Governance (ESG) profiles do better over time while making a measurable and positive contribution to society and the environment.

In recognition to its commitment to sustainable investment, the Fund has been granted the French "Socially Responsible Investment" label in January 2020 and the Belgian "Towards Sustainability" label in February 20202.

1 Regulation (EU) 2019/2088 (SFDR). For more information, visit: [https://eur-lex.europa.eu/eli/reg/2019/2088/oj](https://eur-lex.europa.eu/eli/reg/2019/2088/oj ""). 2 For more information about the labels, visit [http://www.lelabelisr.fr](http://www.lelabelisr.fr "") and [www.towardssustainability.be ](https://towardssustainability.be/ "")

Mark Denham

Mark Denham is a Fund Manager and Head of Equities. Mark joined Carmignac in June 2016, from Aviva Investors where he was a Fund Manager and Head of Pan-European Equities. Prior to joining Aviva Investors in 2003, Mark occupied roles of Director of European Equities at Insight Investment and Fund Manager at National Mutual Life. He graduated from Cambridge University with a degree in Natural Sciences and holds a Postgraduate Certificate in Advanced Mathematics.

Obe Ejikeme

Obe Ejikeme is a Fund Manager within the Global Equities team. Obe joined Carmignac in 2014 as Quantitative Equity Analyst . He started his career in 2003 at FactSet Research Systems as a Senior Consultant. Then, he worked for seven years at Bank of America Merrill Lynch where he was Head of European Equity and Quantitative Strategy. Obe holds a Bachelor degree in Computer Science from the University of Hull.

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Carmignac Portfolio Grandchildren A EUR Acc

ISIN: LU1966631001
Recommended minimum investment horizon
5 years
Risk indicator*
4/7
SFDR - Fund Classification**
Article 9

*Risk Scale from the KID (Key Information Document). Risk 1 does not mean a risk-free investment. This indicator may change over time. **The Sustainable Finance Disclosure Regulation (SFDR) 2019/2088 is a European regulation that requires asset managers to classify their funds as either 'Article 8' funds, which promote environmental and social characteristics, 'Article 9' funds, which make sustainable investments with measurable objectives, or 'Article 6' funds, which do not necessarily have a sustainability objective. For more information please refer to https://eur-lex.europa.eu/eli/reg/2019/2088/oj.

Main risks of the fund

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.

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All analysis
MARKETING COMMUNICATION. This document may not be reproduced, in whole or in part, without prior authorisation from the management company. This document does not constitute a subscription offer, nor does it constitute investment advice. The information contained in this document may be partial information and may be modified without prior notice. The Sustainable Finance Disclosure Regulation (SFDR) 2019/2088 is a European regulation that requires asset managers to classify their funds as either 'Article 8' funds, which promote environmental and social characteristics, 'Article 9' funds, which make sustainable investments with measurable objectives, or 'Article 6' funds, which do not necessarily have a sustainability objective. For more information, please refer to https://eur-lex.europa.eu/eli/reg/2019/2088/oj. Carmignac Portfolio Grandchildren is a sub-fund of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive. Access to the Fund may be subject to restrictions with regard to certain persons or countries. The Fund is not registered in North America, nor in South America. The Fund has not been registered under the US Securities Act of 1933. The Fund may not be offered or sold, directly or indirectly, for the benefit or on behalf of a "U.S. person", according to the definition of the US Regulation S and/or FATCA. The Fund presents a risk of loss of capital. The risks, fees and ongoing charges are described in the KIID (Key Investor Information Document). The Fund's prospectus, KIIDs, NAV and annual reports are available at www.carmignac.com or upon request to the Management Company. The Management Company can cease promotion in your country anytime. Investors have access to a summary of their rights in French, English, German, Dutch, Spanish, Italian on the following link (paragraph 6): https://www.carmignac.com/en_US. • In Switzerland, the Fund’s prospectus, KIIDs and annual reports are available at www.carmignac.ch or through our representative in Switzerland, CACEIS (Switzerland), S.A., Route de Signy 35, CH-1260 Nyon. The paying agent is CACEIS Bank, Paris, succursale de Nyon / Suisse, Route de Signy 35, 1260 Nyon. The KIID must be made available to the subscriber prior to subscription. • In the United Kingdom, the Fund’s prospectus, KIIDs and annual reports are available at www.carmignac.co.uk or upon request to the Management Company, or for the French Funds, at the offices of the Facilities Agent at BNP PARIBAS SECURITIES SERVICES, operating through its branch in London: 55 Moorgate, London EC2R. This material was prepared by Carmignac Gestion and/or Carmignac Gestion Luxembourg and is being distributed in the UK by Carmignac Gestion Luxembourg UK Branch (Registered in England and Wales with number FC031103, CSSF agreement of 10/06/2013).