An intergenerational Fund focused on quality, sustainable companies
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 EUR Acc
Recommended minimum investment horizon
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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.
Carmignac Portfolio Grandchildren A EUR Acc
| 2019 | 2020 | 2021 | 2022 | 2023 |
2024 (YTD) ? Year to date |
|
|---|---|---|---|---|---|---|
| Carmignac Portfolio Grandchildren A EUR Acc | +15.47 % | +20.28 % | +28.38 % | -24.16 % | +23.04 % | +17.95 % |
| Reference Indicator | +15.49 % | +6.33 % | +31.07 % | -12.78 % | +19.60 % | +15.18 % |
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| 3 Years | 5 Years | 10 Years | |
|---|---|---|---|
| Carmignac Portfolio Grandchildren A EUR Acc | +7.36 % | +13.32 % | - |
| Reference Indicator | +10.53 % | +13.13 % | - |
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Source: Carmignac at 28/06/2024
| Entry costs : | 4,00% of the amount you pay in when entering this investment. This is the most you will be charged. Carmignac Gestion doesn't charge any entry fee. The person selling you the product will inform you of the actual charge. |
| Exit costs : | We do not charge an exit fee for this product. |
| Management fees and other administrative or operating costs : | 1,70% of the value of your investment per year. This estimate is based on actual costs over the past year. |
| Performance fees : | 20,00% when the share class overperforms the Reference indicator during the performance period. It will be payable also in case the share class has overperformed the reference indicator but had a negative performance. Underperformance is clawed back for 5 years. The actual amount will vary depending on how well your investment performs. The aggregated cost estimation above includes the average over the last 5 years, or since the product creation if it is less than 5 years. |
| Transaction Cost : | 0,26% of the value of your investment per year. This is an estimate of the costs incurred when we buy and sell the investments underlying the product. The actual amount varies depending on the quantity we buy and sell. |