Lipper Awards 2022
We are proud that four of our Funds rank 1st place over 3 and/or 5 years across different asset classes in Switzerland in 2022. Carmignac Portfolio Sécurité is best Short Term Bond Fund over 3 and 5 years, Carmignac Portfolio EM Debt is best Global Emerging Market Bond Fund over 3 years, Carmignac Portfolio Credit is best Global Corporate Bond Fund over 3 years and Carmignac Profil Réactif 100 is best Absolute Return Fund over 5 years.
Best Funds in Europe
The above mentioned strategies (Carmignac Portfolio Sécurité, Carmignac Portfolio EM Debt and Carmignac Portfolio Credit) as well as Carmignac Portfolio Patrimoine Europe (Mixed European Fund category) also rank 1st place in Europe over 3 and/or 5 years within their category.
Methodology
Refinitiv Lipper ranks top performing Funds each year. Awards are granted based on objective and quantitative criteria and Lipper Leaders Rating for Consistent Return’s classification over three, five or 10 years. The highest Leaders Rating for Consistent Return value within each eligible classification determines the fund classification winner. For a detailed explanation, please review the Lipper Leader methodology document www.lipperfundawards.com/Methodology.
Past performance is not necessarily indicative of future performance. The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager.
*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.
*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.
*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.