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.
*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.
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 | + 10.4 % | + 8.9 % | + 11.1 % |
Reference Indicator | + 12.7 % | + 13.4 % | + 12.9 % |
Source: Carmignac at Aug 29, 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