Carmignac Portfolio Emergents’ socially responsible investment approach rewarded

Published on
18 June 2021
Read time
1 minute(s) read

We are delighted to announce that Carmignac Portfolio Emergents has won the Swiss Sustainable Fund Award 2021 in the Emerging Markets Equities category, a strong recognition of the Fund’s socially responsible investment (SRI) approach.

A word on the Fund

Carmignac Portfolio Emergents invests in sustainable growth themes within emerging equity markets such as financing clean technology solutions or improving living standards and looks to minimize its environmental impact by having a reduced carbon footprint. It is classified as Article 8 according to the Sustainable Finance Disclosure Regulation (SFDR)1 and has received two sustainability labels: the Belgium label ‘Towards Sustainability’ in February 2020 and the French Label ‘Label ISR’ in May 2021.

A word on the Award

The Swiss Sustainable Funds Awards (SSFA) were created by the Geneva and Zurich Forums for Sustainable Investment with the aim of establishing “a benchmark and ranking acknowledged and recognised by the financial community”. The jury is independent and composed of representatives of the financial industry players (independent advisors, funds selectors, family offices, third-party managers and academics). Selection is done based on quantitative and qualitative data from two distinct providers, Conser and Anglo-Swiss Advisors.

The reference to a ranking or prize is no guarantee of the future results of the UCIS or the manager.
For more information about the labels, visit www.lelabelisr.fr and www.towardssustainability.be.
(1) 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.

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Promotional 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. The information contained in this document may be partial information and may be modified without prior notice. Carmignac Portfolio Emergents 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). 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.