A Fund focused on Compounders

Published on
12 October 2023
Read time
1 minute(s) read

We are convinced that, as investors, it is our responsibility to create both financial and extra-financial value for our clients through a sustainable approach.

FP Carmignac Global Equity Compounders seeks to capture the long-term compounding effect through investing in quality companies. Across a structured and quantifiable investment process, the Fund identifies Compounders, companies that reinvest their earnings to develop their businesses, allowing them to remain profitable over time.

Discover the investment strategy of FP Carmignac Global Equity Compounders presented by the portfolio managers.

FP Carmignac Global Equity Compounders

A global, high-conviction equity fund for long-term investors
Discover the fund page

FP Carmignac Global Equity Compounders A GBP ACC

ISIN: GB00BMGLBK75
Recommended minimum investment horizon
5 years
Risk indicator*
6/7
SFDR - Fund Classification
Article -

*Risk Scale from the KIID (Key Investor Information Document). Risk 1 does not mean a risk-free investment. This indicator 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.
Liquidity: Temporary market distortions may have an impact on the pricing conditions under which the Fund might be caused to liquidate, initiate or modify its positions.
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.

Performance

ISIN: GB00BMGLBK75
FP Carmignac Global Equity Compounders23.122.6-19.021.017.60.5
Reference Indicator19.822.9-7.816.820.85.5
FP Carmignac Global Equity Compounders+ 11.4 %+ 8.9 %+ 11.1 %
Reference Indicator+ 12.8 %+ 12.6 %+ 14.2 %

Source: Carmignac at 29 Aug 2025.
​Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor).

Reference Indicator: MSCI World NR index

Articles that may interest you

Global equities16 April 2025English

FP Carmignac Global Equity Compounders: Letter from the Fund Managers

3 minute(s) read
Find out more
Global equities11 March 2025English

Software-As-A-Compounder

Find out more

Marketing Communication.

Please refer to the KIID/prospectus of the fund before making any final investment decisions. The decision to invest in the promoted fund should take into account all its characteristics or objectives as described in its prospectus.
This material may not be reproduced, in whole or in part, without prior authorisation from the Management Company. This material does not constitute a subscription offer, nor does it constitute investment advice. This material has been provided to you for informational purposes only and may not be relied upon by you in evaluating the merits of investing in any securities or interests referred to herein or for any other purposes. The information contained in this material may be partial information and may be modified without prior notice.
Access to the Funds may be subject to restrictions regarding certain persons or countries. This material is not directed to any person in any jurisdiction where (by reason of that person’s nationality, residence or otherwise) the material or availability of this material is prohibited. Taxation depends on the situation of the individual. The risks, fees and ongoing charges are described in the KIID. The KIID must be made available to the subscriber prior to subscription. Investors may lose some or all their capital, as the capital in the funds are not guaranteed. The Funds’ prospectus, KIIDs, NAV and annual reports are available at www.carmignac.com, or upon request to the Management Company. Investors have access to a summary of their rights in English at section 6 of ""regulatory information page"" on the following link :https://www.carmignac.com/en_US
Carmignac Portfolio refers to the sub-funds of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive. The Management Company can cease  promotion in your country anytime.
UK: This document was prepared by Carmignac Gestion and/or Carmignac Gestion Luxembourg and is being distributed in the UK by Carmignac Gestion Luxembourg.
FP CARMIGNAC ICVC (the “Company”) is an Investment Company with variable capital incorporated in England and Wales under registered number 839620 and is authorised by the Financial Conduct Authority (the “FCA”) with effect from 04/04/2019 and launched on 15 May 2019. FundRock Partners Limited is the Authorised Corporate Director (the “ACD”) of the Company and is authorised and regulated by the Financial Conduct Authority. Registered Office: Hamilton Centre, Rodney Way, Chelmsford, England, CM1 3BY, UK (Registered in England and Wales under No 4162989).  Carmignac Gestion Luxembourg SA has been appointed as the Investment Manager and distributor in respect of the Company. Carmignac UK Ltd (Registered in England and Wales with number 14162894) has been appointed as a Sub-Investnent Manager of the Company and is authorised and regulated by the Financial Conduct Authority with FRN:984288.
​Copyright: The data published in this presentation are the exclusive property of their owners, as mentioned on each page.

CARMIGNAC GESTION 24, place Vendôme - F-75001 Paris - Tél : (+33) 01 42 86 53 35 Investment management company approved by the AMF Public limited company with share capital of € 13,500,000 - RCS Paris B 349 501 676
CARMIGNAC GESTION Luxembourg - City Link - 7, rue de la Chapelle - L-1325 Luxembourg - Tel : (+352) 46 70 60 1 Subsidiary of Carmignac Gestion - Investment fund management company approved by the CSSF
Public limited company with share capital of € 23,000,000 - RCS Luxembourg B 67 549