An intergenerational Fund focused on quality, sustainable companies

Published on

October 12, 2023

Read time

2 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, and to have a positive footprint on the world of tomorrow.

Carmignac Portfolio Grandchildren seeks to build a legacy not only for the investors themselves but one that can be passed on from one generation to the next. This is why the Fund focuses on quality companies that reinvest their profits to support their future growth. By adopting this long-term vision, the Fund meets its objective of transmission.

Discover the investment strategy of Carmignac Portfolio Grandchildren presented by the portfolio managers.

Carmignac Portfolio Grandchildren

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

Discover the fund page

Carmignac Portfolio Grandchildren A EUR Acc

ISIN: LU1966631001

Recommended minimum investment horizon: 5 years

Risk indicator*: 4/7

SFDR - Fund Classification**: Article 9

*Risk Scale from the KID (Key Information Document). Risk 1 does not mean a risk-free investment. This indicator may change over time. **The Sustainable Finance Disclosure Regulation (SFDR) 2019/2088 is a European regulation that requires asset managers to classify their funds as either 'Article 8' funds, which promote environmental and social characteristics, 'Article 9' funds, which make sustainable investments with measurable objectives, or 'Article 6' funds, which do not necessarily have a sustainability objective. For more information please refer to https://eur-lex.europa.eu/eli/reg/2019/2088/oj.

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.

Performance

ISIN: LU1966631001


Carmignac Portfolio Grandchildren	15.5	20.3	28.4	-24.2	23.0	21.9	-4.8
Reference Indicator	15.5	6.3	31.1	-12.8	19.6	26.6	0.7


Carmignac Portfolio Grandchildren	+ 9.2 %	+ 9.3 %	+ 11.0 %
Reference Indicator	+ 12.2 %	+ 14.3 %	+ 13.1 %

Source: Carmignac at Sep 12, 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