Carmignac Portfolio Inflation Solution

Article 6

Share Class

LU2715954504

A multi-asset strategy seeking to take advantage of the comeback of structural inflation

Implementing a diversified global exposure across asset classes to benefit from the new inflation paradigm
A portfolio constructed to achieve a positive correlation to inflation
Applying a dynamic and active management to neutralize disinflation phases

Key documents

Monthly Factsheet KID

Asset Allocation

Other100 %

Data as of: Aug 29, 2025.

Risk Indicator

1

2

3

4

5

6

7

Lowest risk Highest risk

Recommended Minimum Investment Horizon

5 years

Cumulative Performance since launch Cumulative Performance 10 YearsCumulative Performance 5 YearsCumulative Performance 3 YearsCumulative Performance 12 Months

+ 15.4 %

-

+ 12.4 %

From 15/12/2023
To 25/09/2025

Calendar Year Performance 2015Calendar Year Performance 2016Calendar Year Performance 2017Calendar Year Performance 2018Calendar Year Performance 2019Calendar Year Performance 2020Calendar Year Performance 2021Calendar Year Performance 2022Calendar Year Performance 2023Calendar Year Performance 2024

-

- 0.1 %

+ 2.4 %

Net Asset Value

115.41 €

Asset Under Management

44 M €

Net Equity Exposure29/08/2025

59.0 %

SFDR - Fund Classification

Article

6

Data as of: Aug 29, 2025.

Data as of: Sep 25, 2025.

Diversified strategiesCarmignac Portfolio Inflation Solution

Carmignac Portfolio Inflation Solution fund performance

Fund performance vs. reference indicator (basis 100 - net of fees)

Data as of: Sep 27, 2025.

Key figures

Below are the key figures for the Fund, which will give you a clearer idea of the Fund's equity and bond management and positioning.

Exposure Data

Data as of: Aug 29, 2025.

Equity Investment Weight13.0 %

Net Equity Exposure59.0 %

Active Share50.0 %

Modified Duration-1.8

Yield to Maturity2.0 %

Average RatingAA-

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The strategy in a nutshell

Discover the Fund’s main features and benefits through the words of the Fund Managers.

Fund Management Team

In anticipation of a cyclical return of inflation, Carmignac Portfolio Inflation Solution provides genuine active portfolio diversification, seamlessly integrating economic cycles and focusing on themes and regions often overlooked by investors.

View Fund's characteristics