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Carmignac receives the ‘Label ISR’ for three additional funds

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Carmignac

Carmignac is pleased to announce the accreditation of three additional funds – Carmignac Portfolio Emergents, Carmignac Euro-Entrepreneurs and Carmignac Portfolio Patrimoine Europe – bringing the number of labelled funds to eight, representing nearly €4 billion of assets under management1.

Carmignac Portfolio Patrimoine Europe


Carmignac Portfolio Patrimoine Europe, a socially responsible investment fund classified as Article 8 according to the SFDR2, had already obtained the Belgian Towards Sustainability label in February 2021. Latest addition to the Patrimoine range, it deploys a flexible allocation across European bonds and equity markets. It seeks to positively contribute to society and looks to minimize its environmental impact by having a reduced carbon footprint.

Access the Fund's documentation

Carmignac Portfolio Emergents


Carmignac Portfolio Emergents, a socially responsible investment fund classified as Article 8 according to the SFDR, had already obtained the Belgian Towards Sustainability label in February 2020. This Fund is the SICAV structure of Carmignac’s flagship emerging market equity strategy launched in 1997. It invests in sustainable growth themes within emerging markets such as financing clean technology solutions or improving living standards and looks to minimize its environmental impact by having a reduced carbon footprint.

Access the Fund's documentation

Carmignac Euro-Entrepreneurs


Carmignac Euro-Entrepreneurs is a socially responsible investment fund classified as Article 8 according to the SFDR. It invests in European small- and mid-capitalisation companies that exhibit high governance standards and looks to minimize its environmental impact by having a reduced carbon footprint.

Access the Fund's documentation


RESPONSIBLE INVESTMENT AT CARMIGNAC:

  • Our mission: create value for our clients and positive outcomes for the society and the environment.

  • No investments in tobacco, controversial weapons, coal or adult entertainment (amongst others)3.

  • Systematic integration of ESG analysis4 in all our Funds, supported by our proprietary ESG research system ‘START’5.

  • A dedicated range of SRI and Thematic ESG funds, most of them classified as Article 8 or Article 9 according to the SFDR and accredited by sustainability labels.

Find out more

For more information about the labels, visit http://www.lelabelisr.fr and www.towardssustainability.be.
(1) Source: Carmignac, as of 31/05/2021.
(2) Sustainable Finance Disclosure Regulation (SFDR). Article 8 funds promote environmental and social characteristics. Article 9 funds have sustainable investments as a measurable objective. For more information please refer to EUR-Lex.
(3) Companies deriving +10% of revenue from thermal coalmining, as well as those deriving +2% of revenues from adult entertainment/pornography production. Refer to our Policies and Reports page for more details on our Exclusion Policies in the “Responsible Investment” section of our website.
(4) ESG = Environment, Social, Governance.
(5) The proprietary ESG system START combines and aggregates market leading data providers ESG indicators. Given the lack of standardisation and reporting of some ESG indicators by public companies, not all relevant indicators can be taken into consideration. START provides a centralised system whereby Carmignac’s proprietary analysis and insights related to each company are expressed, irrespective of the aggregated external data should it be incomplete. For more information, please refer to our website.

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Advertising material. 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. Carmignac Euro-Entrepreneurs is a common fund in contractual form (FCP) conforming to the UCITS Directive under French law. Carmignac Portfolio Emergents and Carmignac Portfolio Patrimoine Europe are sub-funds of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive. Access to the Funds may be subject to restrictions with regard to certain persons or countries. The Funds are not registered in North America, nor are they registered in South America. The Funds have not been registered under the US Securities Act of 1933. The Funds 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. The Funds present a risk of loss of capital. The risks and fees are described in the KIIDs (Key Investor Information Document). The Funds' respective prospectuses, KIIDs and annual reports are available at www.carmignac.com, or upon request to the Management Company. The KIIDs must be made available to the subscriber prior to subscription. The investor should read the KIID for further information. • In Switzerland, the Funds’ respective prospectuses, 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 Funds' respective prospectuses, KIIDs, NAV and annual reports are available in English at www.carmignac.co.uk, upon request to the Management Company, or for the French Fund, 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).