Share Class
FR001400R3Z5
Seize the growth potential of China's New Economy
- Investing with conviction : seeking companies in China's New Economy, which benefit from the country's economic transition and long-term reform.
- Investing with selectivity : favoring domestic quality companies which have high income visibility, while avoiding those linked to external demand.
- Investing sustainably : analysing companies according to their financial profile but also according to their environmental, social and governance (ESG) practices.
Key documents
Asset Allocation
Equities98.1 %
Other1.9 %
Data as of: Aug 29, 2025.
Risk Indicator
1
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5
6
7
Lowest risk
Highest risk
Recommended Minimum Investment Horizon
5 years
Net Asset Value
133.43 €
Asset Under Management
81 M €
Net Equity Exposure29/08/2025
98.1 %
SFDR - Fund Classification
Article
8
Data as of: Aug 29, 2025.
Data as of: Sep 25, 2025.
Carmignac China New Economy Portfolio overview
Below is an overview of the composition of the portfolio.
Geographical Breakdown
Data as of: Aug 29, 2025.| Asia | 100.0 % |
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Key figures
Below are the key figures for the Fund, which will give you a clearer idea of the Fund's management and equity positioning.
Exposure Data
Data as of: Aug 29, 2025.Equity Investment Weight98.1 %
Net Equity Exposure98.1 %
Number of Equity Issuers38
Active Share79.5 %
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The strategy in a nutshell
Discover the Fund’s main features and benefits through the words of the Fund Manager.
Fund Management Team
Through an active conviction and sustainable approach, we focus on domestic companies in China's new economy that can benefit from the country's economic transition and long-term reforms.
Articles that may interest you
Corporate • September 15, 2025 • English
Notice to shareholders - Carmignac Portfolio China New Economy
Corporate • September 15, 2025 • English
Letter to unitholders of Carmignac China New Economy
Emerging equities • July 10, 2023 • English
How do Chinese companies succeed internationally
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