
Responsible Investment
Each of our Funds integrates environmental, social and governance criteria (ESG) into their investment process and complies with our responsible investment policies. We also offer a specialist Fund range that takes the application of responsible investment practices a step further.
SRI and Thematic ESG funds
Our Socially Responsible Investment (SRI) and Thematic ESG Funds take a broader approach to ESG integration depending on their philosophy, investment process and Fund Manager’s convictions. These funds can feature a wider range of investment exclusions, a low carbon footprint objective, a thematic bias or a positive screening filter.
SRI Funds adopt a socially conscious approach to investing (e.g. excluding high carbon-emitting or unethical sectors, or investing in companies contributing positively to the planet).
Thematic ESG Funds adopt a thematic (E, S or G) investment approach (e.g. investing exclusively in companies actively addressing or contributing to climate change mitigation).
Choose from the different SRI and Thematic ESG Funds below:
- All Funds
- SRI Funds
- Thematic ESG Funds
- SFDR Fund Classification
- Article 9
- Article 8
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SRI FundSFDR - Fund Classification : Article 9Carmignac Portfolio GrandchildrenCarmignac Portfolio GrandchildrenEquities - Global MarketsSFDR - Fund Classification : Article 9
Socially responsible investment fund which invests in companies across the globe that are committed towards the next generations to make a significant and measurable positive contribution to society and the environment.
It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.beISR label
Obtained in January 2020
www.lelabelisr.fr/enThematic ESG FundSFDR - Fund Classification : Article 8Carmignac Portfolio Family GovernedCarmignac Portfolio Family GovernedEquities - Global MarketsSFDR - Fund Classification : Article 8Thematic fund which invests in companies that have more than 10% ownership from family or founder and exhibit high governance standards while promoting environmental and social characteristics.
It also aims at minimizinge its environmental impact by having a reduced carbon footprint compared to its reference indicator.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.beISR label
Obtained in January 2020
www.lelabelisr.fr/enThematic ESG FundSFDR - Fund Classification : Article 9Carmignac Portfolio Climate TransitionCarmignac Portfolio Climate TransitionEquities - Global MarketsSFDR - Fund Classification : Article 9Thematic ESG fund which invests in innovative companies that are actively addressing or contributing to climate change mitigation across the whole renewable energy and industry value chains.
It looks to positively contribute to the environment by helping to transition to a lower carbon economy.
SRI FundSFDR - Fund Classification : Article 9Carmignac Portfolio Grande EuropeCarmignac Portfolio Grande EuropeEquities – European MarketsSFDR - Fund Classification : Article 9Socially responsible investment fund which invests in European companies that have significant and measurable positive contribution to society or the environment.
It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.beISR label
Obtained in January 2019
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 9Carmignac EmergentsCarmignac EmergentsEquities – Emerging MarketsSFDR - Fund Classification : Article 9Socially responsible investment fund which invests in sustainable growth themes within emerging markets such as financing clean technology solutions or improving living standards.
It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.beISR label
Obtained in January 2019
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 9Carmignac Portfolio EmergentsCarmignac Portfolio EmergentsEquities – Emerging MarketsSFDR - Fund Classification : Article 9Socially responsible investment fund which invests in sustainable growth themes within emerging markets such as financing clean technology solutions or improving living standards.
It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.beISR label
Obtained in May 2021
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio Emerging PatrimoineCarmignac Portfolio Emerging PatrimoineMixed – Emerging MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which deploys a flexible allocation across bonds, equities and currencies of emerging markets. It invests in sustainable growth themes such as financing clean technology solutions or improving living standards.
ISR label
Obtained in January 2019
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio Patrimoine EuropeCarmignac Portfolio Patrimoine EuropeMixed - European MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which deploys a flexible allocation across European bonds and equity markets. It seeks to positively contribute to society and also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2021
www.towardssustainability.beISR label
Obtained in May 2021
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio EM DebtCarmignac Portfolio EM DebtFixed Income - Emerging MarketsSFDR - Fund Classification : Article 8Fund which promotes environmental and social characteristics which deploying deploys a flexible allocation across the emerging fixed income universe.
SRI FundSFDR - Fund Classification : Article 8Carmignac China New EconomyCarmignac China New EconomyEquity - Chinese marketsSFDR - Fund Classification : Article 8A socially responsible investment fund which invests mainly, but not exclusively, in sustainable growth themes within China's New Economy. These include healthcare, education, clean energy, technological innovation and "sustainable" consumption, such as e-commerce and Internet which benefit from the increasing purchasing power and improving living standards of Chinese households. The Fund also looks to minimise its environmental impact by reducing its carbon footprint by 5% annually.
ISR label
Obtained in September 2021
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio China New EconomyCarmignac Portfolio China New EconomyEquity - Chinese marketsSFDR - Fund Classification : Article 8A socially responsible investment fund which invests mainly, but not exclusively, in sustainable growth themes within China's New Economy. These include healthcare, education, clean energy, technological innovation and "sustainable" consumption, such as e-commerce and Internet which benefit from the increasing purchasing power and improving living standards of Chinese households. The Fund also looks to minimise its environmental impact by reducing its carbon footprint by 5% annually.
ISR label
Obtained in September 2021
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac InvestissementCarmignac InvestissementEquities – Global MarketsSFDR - Fund Classification : Article 8Fund which promotes environmental and social characteristics investing in international companies that thrive in an evolving global world. It integrates environmental, social and governance (ESG) characteristics in its stock selection and aims at minimizing its environmental impact by having a reduced carbon footprint compared to its reference indicator.
ISR label
Obtained in September 2021
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac PatrimoineCarmignac PatrimoineMixed – Global MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which deploys an active and flexible allocation across international bond and equity markets. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.
SRI FundSFDR - Fund Classification : Article 8Carmignac SécuritéCarmignac SécuritéFixed Income - European MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which deploys a flexible, low volatility strategy primarily across the European fixed income universe. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.
SRI FundSFDR - Fund Classification : Article 8Carmignac Investissement LatitudeCarmignac Investissement LatitudeMixed – Global MarketsSFDR - Fund Classification : Article 8Feeder fund of global equity fund Carmignac Investissement whose objective is to outperform its reference indicator, over a recommended investment horizon of five years, and which also promotes environmental and social characteristics investing in international companies that thrive in an evolving global world. It integrates environmental, social and governance (ESG) characteristics in its stock selection.
SRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio InvestissementCarmignac Portfolio InvestissementEquities – Global MarketsSFDR - Fund Classification : Article 8Fund which promotes environmental and social characteristics investing in international companies that thrive in an evolving global world. It integrates environmental, social and governance (ESG) characteristics in its stock selection and aims at minimizing its environmental impact by having a reduced carbon footprint compared to its reference indicator.
ISR label
Obtained in September 2021
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio PatrimoineCarmignac Portfolio PatrimoineMixed – Global MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which deploys an active and flexible allocation across international bond and equity markets. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.
SRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio SécuritéCarmignac Portfolio SécuritéFixed Income - European MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which deploys a flexible, low volatility strategy primarily across the European fixed income universe. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.
SRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio Flexible BondCarmignac Portfolio Flexible BondFixed Income – Global MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which deploys a flexible allocation across international fixed income markets while hedging currency risk. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.
ISR label
Obtained in September 2021
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio Global BondCarmignac Portfolio Global BondFixed Income - Global MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.
SRI FundSFDR - Fund Classification : Article 8Carmignac Long-Short European EquitiesCarmignac Long-Short European EquitiesMixed management - European MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which invests mainly in European companies. It also looks to minimize its environmental impact by having a reduced carbon footprint and to invest in companies ensuring high standards of corporate governance.
SRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio Long-Short European EquitiesCarmignac Portfolio Long-Short European EquitiesMixed management - European MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which invests mainly in European companies. It also looks to minimize its environmental impact by having a reduced carbon footprint and to invest in companies ensuring high standards of corporate governance.
Thematic ESG FundSFDR - Fund Classification : Article 9Carmignac Portfolio Human XperienceCarmignac Portfolio Human XperienceEquities - Global MarketsSFDR - Fund Classification : Article 9Thematic ESG fund which invests in companies that demonstrate strong customer and employee satisfaction. The fund has a sustainable social objective of selecting companies with a score of 1 to 30 (top 30%) according to our proprietary quantitative database.
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SRI FundSFDR - Fund Classification : Article 9Carmignac Portfolio GrandchildrenCarmignac Portfolio GrandchildrenEquities - Global MarketsSFDR - Fund Classification : Article 9
Socially responsible investment fund which invests in companies across the globe that are committed towards the next generations to make a significant and measurable positive contribution to society and the environment.
It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.beISR label
Obtained in January 2020
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 9Carmignac Portfolio Grande EuropeCarmignac Portfolio Grande EuropeEquities – European MarketsSFDR - Fund Classification : Article 9Socially responsible investment fund which invests in European companies that have significant and measurable positive contribution to society or the environment.
It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.beISR label
Obtained in January 2019
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 9Carmignac EmergentsCarmignac EmergentsEquities – Emerging MarketsSFDR - Fund Classification : Article 9Socially responsible investment fund which invests in sustainable growth themes within emerging markets such as financing clean technology solutions or improving living standards.
It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.beISR label
Obtained in January 2019
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 9Carmignac Portfolio EmergentsCarmignac Portfolio EmergentsEquities – Emerging MarketsSFDR - Fund Classification : Article 9Socially responsible investment fund which invests in sustainable growth themes within emerging markets such as financing clean technology solutions or improving living standards.
It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.beISR label
Obtained in May 2021
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio Emerging PatrimoineCarmignac Portfolio Emerging PatrimoineMixed – Emerging MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which deploys a flexible allocation across bonds, equities and currencies of emerging markets. It invests in sustainable growth themes such as financing clean technology solutions or improving living standards.
ISR label
Obtained in January 2019
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio Patrimoine EuropeCarmignac Portfolio Patrimoine EuropeMixed - European MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which deploys a flexible allocation across European bonds and equity markets. It seeks to positively contribute to society and also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2021
www.towardssustainability.beISR label
Obtained in May 2021
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio EM DebtCarmignac Portfolio EM DebtFixed Income - Emerging MarketsSFDR - Fund Classification : Article 8Fund which promotes environmental and social characteristics which deploying deploys a flexible allocation across the emerging fixed income universe.
SRI FundSFDR - Fund Classification : Article 8Carmignac China New EconomyCarmignac China New EconomyEquity - Chinese marketsSFDR - Fund Classification : Article 8A socially responsible investment fund which invests mainly, but not exclusively, in sustainable growth themes within China's New Economy. These include healthcare, education, clean energy, technological innovation and "sustainable" consumption, such as e-commerce and Internet which benefit from the increasing purchasing power and improving living standards of Chinese households. The Fund also looks to minimise its environmental impact by reducing its carbon footprint by 5% annually.
ISR label
Obtained in September 2021
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio China New EconomyCarmignac Portfolio China New EconomyEquity - Chinese marketsSFDR - Fund Classification : Article 8A socially responsible investment fund which invests mainly, but not exclusively, in sustainable growth themes within China's New Economy. These include healthcare, education, clean energy, technological innovation and "sustainable" consumption, such as e-commerce and Internet which benefit from the increasing purchasing power and improving living standards of Chinese households. The Fund also looks to minimise its environmental impact by reducing its carbon footprint by 5% annually.
ISR label
Obtained in September 2021
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac InvestissementCarmignac InvestissementEquities – Global MarketsSFDR - Fund Classification : Article 8Fund which promotes environmental and social characteristics investing in international companies that thrive in an evolving global world. It integrates environmental, social and governance (ESG) characteristics in its stock selection and aims at minimizing its environmental impact by having a reduced carbon footprint compared to its reference indicator.
ISR label
Obtained in September 2021
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac PatrimoineCarmignac PatrimoineMixed – Global MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which deploys an active and flexible allocation across international bond and equity markets. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.
SRI FundSFDR - Fund Classification : Article 8Carmignac SécuritéCarmignac SécuritéFixed Income - European MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which deploys a flexible, low volatility strategy primarily across the European fixed income universe. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.
SRI FundSFDR - Fund Classification : Article 8Carmignac Investissement LatitudeCarmignac Investissement LatitudeMixed – Global MarketsSFDR - Fund Classification : Article 8Feeder fund of global equity fund Carmignac Investissement whose objective is to outperform its reference indicator, over a recommended investment horizon of five years, and which also promotes environmental and social characteristics investing in international companies that thrive in an evolving global world. It integrates environmental, social and governance (ESG) characteristics in its stock selection.
SRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio InvestissementCarmignac Portfolio InvestissementEquities – Global MarketsSFDR - Fund Classification : Article 8Fund which promotes environmental and social characteristics investing in international companies that thrive in an evolving global world. It integrates environmental, social and governance (ESG) characteristics in its stock selection and aims at minimizing its environmental impact by having a reduced carbon footprint compared to its reference indicator.
ISR label
Obtained in September 2021
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio PatrimoineCarmignac Portfolio PatrimoineMixed – Global MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which deploys an active and flexible allocation across international bond and equity markets. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.
SRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio SécuritéCarmignac Portfolio SécuritéFixed Income - European MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which deploys a flexible, low volatility strategy primarily across the European fixed income universe. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.
SRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio Flexible BondCarmignac Portfolio Flexible BondFixed Income – Global MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which deploys a flexible allocation across international fixed income markets while hedging currency risk. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.
ISR label
Obtained in September 2021
www.lelabelisr.fr/enSRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio Global BondCarmignac Portfolio Global BondFixed Income - Global MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.
SRI FundSFDR - Fund Classification : Article 8Carmignac Long-Short European EquitiesCarmignac Long-Short European EquitiesMixed management - European MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which invests mainly in European companies. It also looks to minimize its environmental impact by having a reduced carbon footprint and to invest in companies ensuring high standards of corporate governance.
SRI FundSFDR - Fund Classification : Article 8Carmignac Portfolio Long-Short European EquitiesCarmignac Portfolio Long-Short European EquitiesMixed management - European MarketsSFDR - Fund Classification : Article 8Socially responsible investment fund which invests mainly in European companies. It also looks to minimize its environmental impact by having a reduced carbon footprint and to invest in companies ensuring high standards of corporate governance.
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Thematic ESG FundSFDR - Fund Classification : Article 8Carmignac Portfolio Family GovernedCarmignac Portfolio Family GovernedEquities - Global MarketsSFDR - Fund Classification : Article 8
Thematic fund which invests in companies that have more than 10% ownership from family or founder and exhibit high governance standards while promoting environmental and social characteristics.
It also aims at minimizinge its environmental impact by having a reduced carbon footprint compared to its reference indicator.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.beISR label
Obtained in January 2020
www.lelabelisr.fr/enThematic ESG FundSFDR - Fund Classification : Article 9Carmignac Portfolio Climate TransitionCarmignac Portfolio Climate TransitionEquities - Global MarketsSFDR - Fund Classification : Article 9Thematic ESG fund which invests in innovative companies that are actively addressing or contributing to climate change mitigation across the whole renewable energy and industry value chains.
It looks to positively contribute to the environment by helping to transition to a lower carbon economy.
Thematic ESG FundSFDR - Fund Classification : Article 9Carmignac Portfolio Human XperienceCarmignac Portfolio Human XperienceEquities - Global MarketsSFDR - Fund Classification : Article 9Thematic ESG fund which invests in companies that demonstrate strong customer and employee satisfaction. The fund has a sustainable social objective of selecting companies with a score of 1 to 30 (top 30%) according to our proprietary quantitative database.