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Carmignac Portfolio Grande Europe is Best Sustainable European Equity Fund

Published on
4 October 2023
Read time
2 minute(s) read

The Investment Week Sustainable Investment Awards have honored fund managers who play a key role in the development of sustainable investing for the past 17 years. We are pleased to see Carmignac Portfolio Grande Europe named “Best Sustainable European Fund”.

Carmignac Portfolio Grande Europe invests in European companies that make significant and measurable positive contribution to the environment and the society based on their alignment to the United Nations Sustainable Development Goals.

Thanks to a structured and quantifiable process, paired with a SRI filter and ESG integration, the Fund identifies companies with high sustainable profitability combined with internal reinvestment.

For the fund categories, the judges considered factors including whether the fund met its sustainable objectives; excellence in sustainable investing within the investment process; performance record, and key developments in the strategy over the past year.

Carmignac Portfolio Grande Europe

A high conviction, sustainable European equity strategy
Visit the Fund Page

Carmignac Portfolio Grande Europe A EUR Acc

ISIN: LU0099161993
Recommended minimum investment horizon
5 years
Risk indicator*
6/7
SFDR - Fund Classification**
Article 9

*Risk Scale from the KIID (Key Investor Information Document). Risk 1 does not mean a risk-free investment. This indicator may change over time. **Sustainable Finance Disclosure Regulation (SFDR) 2019/2088. The SFDR classification of the Funds may change over time.

Main risks of the fund

Equity: The Fund may be affected by stock price variations, the scale of which is dependent on external factors, stock trading volumes or market capitalization.
Currency: Currency risk is linked to exposure to a currency other than the Fund’s valuation currency, either through direct investment or the use of forward financial instruments.
Discretionary Management: Anticipations of financial market changes made by the Management Company have a direct effect on the Fund's performance, which depends on the stocks selected.
The Fund presents a risk of loss of capital. Please refer to the Fund’s prospectus to view the exhaustive list of risks.

Performance

ISIN: LU0099161993
Carmignac Portfolio Grande Europe+8.5−0.9+11.3+14.8−21.1+21.7+14.5+34.8−9.6+10.4
Reference Indicator+12.0+19.4+8.8+15.8−10.6+24.9−2.0+26.8−10.8+10.6
Carmignac Portfolio Grande Europe+10.1%+1.9%+7.9%
Reference Indicator+17.2%+9.1%+9.4%

Source: Carmignac at 30 Oct 2026.
Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor). The Fund presents a risk of loss of capital.
The return may increase or decrease as a result of currency fluctuations, for the shares which are not currency-hedged.

Reference Indicator: MSCI Europe NR index

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MARKETING COMMUNICATION. Please refer to the KIID/prospectus of the Fund before making any final investment decisions. The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager. Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor).

This article may not be reproduced, in whole or in part, without prior authorisation from the management company. It does not constitute a subscription offer, nor does it constitute investment advice. The information contained in this article may be partial information and may be modified without prior notice. The Management Company can cease promotion in your country anytime. Investors have access to a summary of their rights in English here. Carmignac Portfolio refers to the sub-funds of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive. Access to the Fund may be subject to restrictions regarding 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 Funds’ respective prospectuses, KIIDs and annual reports are available at www.carmignac.co.uk, or upon request to the Management Company, or for the French Funds, at the offices of the Facilities Agent at BNP PARIBAS SECURITIES SERVICES, operating through its branch in London: 55 Moorgate, London EC2R. This material was prepared by Carmignac Gestion, Carmignac Gestion Luxembourg or Carmignac UK Ltd and is being distributed in the UK by Carmignac Gestion Luxembourg.