Equity strategies
Carmignac China New Economy
Share Class
FR0013467024
Risk Indicator
6 / 7
Recommended Minimum Investment Horizon
5 years
Cumulative Performance since launch
Cumulative Performance 10 YearsCumulative Performance 5 YearsCumulative Performance 3 YearsCumulative Performance 12 Months
From 31/12/2019
To 25/09/2025
+ 35.2 %
-
- 4.9 %
+ 20.7 %
+ 47.4 %
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
-
-
-
-
-
+ 93.4 %
- 29.3 %
- 3.5 %
- 22.0 %
+ 1.4 %
Net Asset Value
135.21 €
Asset Under Management
81 M €
Net Equity Exposure29/08/2025
98.1 %
SFDR - Fund Classification
Article 8
Carmignac China New Economy ESG Breakdown
This section contains the information relating to the ESG breakdown of the Fund.
Carmignac China New Economy ESG Breakdown
This financial product is classified Article 8 of the Sustainable Finance Disclosure Regulation (“SFDR”). The binding elements of the investment strategy used to select the investments to attain each of the environmental or social characteristics promoted by this financial product are :
- Equity investment universe is actively reduced by at least 20%;
- ESG analysis applied to at least 90% of issuers;
Top 5 ESG Breakdown
The Top 5 ESG ratings highlight the 5 positions with the best sustainable ratings among the fund's investments.
The Top 5 active weightings show the positions that have been overweighted relative to the benchmark, illustrated by their ESG ratings. This highlights the main divergences between the composition of the fund's portfolio and that of the benchmark.
The Top 5 active weightings show the positions that have been overweighted relative to the benchmark, illustrated by their ESG ratings. This highlights the main divergences between the composition of the fund's portfolio and that of the benchmark.
Top 5 ESG Rated Portfolio Holdings
Data as of: Aug 29, 2025.Company
YADEA GROUP HOLDINGS LTD
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
HONG KONG EXCHANGES CLEARING LTD
PROSUS NV
BEIJING KINGSOFT OFFICE SOFTWARE INC
ESG Rating
AAA
AAA
AAA
AA
AA
Source: MSCI ESG
Top 5 Active Weights and ESG Scores
Data as of: Aug 29, 2025.Company
PROSUS NV
DIDI GLOBAL INC
WUXI BIOLOGICS CAYMAN INC
CONTEMPORARY AMPEREX TECHNOLOGY CO LTD
VNET GROUP INC
ESG Rating
AA
B
AAA
AA
A
Source: MSCI ESG
Carmignac China New Economy VS. Reference Indicator
The graph compares the distribution of ESG ratings for the fund's investments with the distribution of ESG ratings for the assets of its benchmark.
MSCI ESG Score Portfolio vs. Reference Indicator (%)
Data as of: Aug 29, 2025.Leader
Average
Laggard
- Fund (Equity)
- Reference Indicator
Source: MSCI ESG Score. ESG Leaders represent companies rated AAA and AA by MSCI. ESG Average represent companies rated A, BBB, and BB by MSCI. ESG Laggards represent companies rated B and CCC by MSCI.
Articles that may interest you
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Notice to shareholders - Carmignac Portfolio China New Economy
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Letter to unitholders of Carmignac China New Economy
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How do Chinese companies succeed internationally
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