Carmignac awarded across asset classes by Lipper 2021

1st place in Switzerland and Europe

Published on
April 15, 2021
Read time
1 minute(s) read

Refinitiv Lipper ranks top performing Funds each year. We are proud to rank 1st over 3 and 5 years across different asset classes. Carmignac Portfolio Credit ranks 1st in the Bond Global Corporates EUR category (3Y), Carmignac Portfolio Sécurité ranks 1st in the Bond EUR Short Term category (3Y), and Carmignac Profil Réactif 100 ranks 1st in the Absolute Return EUR High category over 5 years.

The three Funds also rank 1st place in Europe.
We are especially proud to be the winner for the mixed asset class category in Europe, acknowledging our expertise in managing flexible, multi-asset, balanced Funds such as our Patrimoine strategies.

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**For more information on our Funds:**

Carmignac Portfolio Credit

Access the entire credit spectrum for maximum flexibility

Carmignac Portfolio Sécurité

Flexible, low duration solution to challenging European markets

Carmignac Profil Réactif 100

A multi-asset class approach to financial markets

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Source: Carmignac, Lipper, April 2021. The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager.

For more information on the methodology: https://www.lipperfundawards.com/Awards/Europe/2020/Methodology/116/LipperFundAwardsMethodology20.4.



This document is intended for professional clients. This is an advertising document. 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 Portfolio refers to the sub-funds of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive. The Funds are common funds in contractual form (FCP) conforming to the UCITS Directive under French law.The return may increase or decrease as a result of currency fluctuations, for the shares which are not currency-hedged. The French investment funds (fonds commun de placement or FCP) are common funds in contractual form (FCP) conforming to the UCITS Directive under French law. Access to the Fund may be subject to restrictions with regard to certain persons or countries. The Fund is not registered in North America, in South America, in Asia nor is it registered in Japan. The Funds are registered in Singapore as restricted foreign scheme (for professional clients only). 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 and fees are described in the KIID (Key Investor Information Document). The Fund's prospectus, KIIDs and annual reports are available at www.carmignac.com, or upon request to the Management Company. The KIID must be made available to the subscriber prior to subscription. - In Switzerland, the Fund’s 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.