Discretionary Management
You wish to delegate the day-to-day management of your investment portfolio to a specialist to leverage their market expertise.
Entrust the management of your portfolio to our experts
Discretionary management allows you to delegate the management of your savings, investment decisions, and risk management to professionals. Carmignac takes care of everything.
The Advantages of Choosing Carmignac for Discretionary Management:
EXPERTISE
Leverage the full expertise of Carmignac, seamlessly integrated into our management team’s investment process.
DIVERSIFICATION
Benefit from diversified investments across various asset classes and geographical sectors.
FLEXIBILITY
Enjoy proactive monitoring and adjustments of your investments in response to market conditions.
DEDICATED REPORTS
Receive dedicated quarterly performance reports on your portfolio. Participate in online conferences with our fund managers and dedicated meetings.
4 profiles to meet your objectives:
Prudent Mandate
- Aims for consistent performance with low exposure to equity markets
- Equity exposure between 0% and 30%
- Short/medium-term investment horizon of more than 3 years
- Target risk indicator: 2*
Balanced Mandate
- Seeks consistent performance combined with capital appreciation with moderate exposure to equities
- Equity exposure between 15% and 60%
- Medium-term investment horizon of more than 4 years
- Target risk indicator: 3*
Dynamic Mandate
- Primarily aims for capital appreciation through high exposure to equities
- Equity exposure between 30% and 100%
- Medium/long-term investment horizon of more than 5 years
- Target risk indicator: 4*
Offensive Mandate
- Aims for significant capital appreciation through high exposure to equities, despite volatility
- Equity exposure between 70% and 100%
- Long-term investment horizon of more than 5 years
- Target risk indicator: 4*
Our mandates carry a risk of capital loss. They are mainly invested in Carmignac funds. *Scale from 1 (lowest risk) to 7 (highest risk); risk 1 does not mean a risk-free investment. This indicator may change over time.
![[Management Team] [Author] Bonenfant Pierre-Edouard](https://carmignac.imgix.net/uploads/NextImage/0001/18/004786462117c682eb5827e4ad7d46ea205b275b.jpeg?auto=format%2Ccompress&fit=fill&w=3840)
Pierre-Edouard Bonenfant
Fund Manager
Biography
Pierre-Edouard Bonenfant is a Fund Manager in the Investment Solutions team. Pierre-Edouard joined Carmignac in 2013 as a trader and became Fund manager in November of the same year. He started his career in 2011 at Theam, BNP Paribas, first in the Absolute return team and then as a derivatives structurer. Pierre-Edouard holds an Engineering degree from the Ecole Speciale des Travaux Publics, a Master of Science in systems engineering from the University of California and a Master in finance from the ESSEC Bussiness School. He is also member of the French Institute of Actuaires (ISUP, Paris) since 2012.
![[Management Team] [Author] Viguie Jean-Marc](https://carmignac.imgix.net/uploads/NextImage/0001/18/%5BManagement-Team%5D-Viguie-Jean-Marc.png?auto=format%2Ccompress&fit=fill&w=3840)
Jean-Marc Viguie
Portfolio Manager
Biography
Jean-Marc Viguié is Portfolio Manager within the Investment Solutions team. Jean-Marc joined Carmignac in 2019. He began his career in 1999 as Operational Manager of the Paresco Bourse / Comdirect online trading site, before becoming an Equity Advisor for private clients and IFA at ODDO Gestion privée. In 2003, he joined SwissLife Private Banking as an Equity Advisor Portfolio Manager for Private Client and in 2008 he became a Private Client Account Manager and a European Equity Fund Manager at George V Asset Management. Since 2010 he was Product Specialist - Business Development within the Dynamic Solutions department of Natixis IM International. Jean-Marc holds a Master's degree in Banking, Finance and Insurance from Paris Ouest University and the SFAF (Société Française des Analystes Financiers).
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Advisory Services
Build and manage your portfolio while receiving professional guidance in your investment decisions.
The portfolios are mainly composed of Carmignac Funds. Access to the Funds may be restricted to certain persons or countries. In particular, they may not be offered or sold, directly or indirectly, to or for the account or benefit of a "U.S. person" as defined in the U.S. Regulation S and/or FATCA. The Funds present a risk of capital loss. The risks, current charges and other charges are described in the KIDs (Key Information Documents). The prospectuses, KIDs and annual reports of the Funds are available on the website www.carmignac.fr and on request from the Management Company. The KIDs must be given to the subscriber prior to subscription.