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:

SRI Fund
Carmignac Portfolio Grandchildren
Carmignac Portfolio Grandchildren
Equities - Global Markets
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.be
ISR label
Obtained in January 2020
www.lelabelisr.fr/en
Thematic ESG Fund
Carmignac Portfolio Family Governed
Carmignac Portfolio Family Governed
Equities - Global Markets
Thematic ESG fund which invests in companies that have more than 10% ownership from family or founder and exhibit high governance standards. It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.be
ISR label
Obtained in January 2020
www.lelabelisr.fr/en
Thematic ESG Fund
Carmignac Portfolio Green Gold
Carmignac Portfolio Green Gold
Equities - Global Markets
Thematic 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 Fund
Carmignac Portfolio Grande Europe
Carmignac Portfolio Grande Europe
Equities – European Markets
Socially 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.be
ISR label
Obtained in January 2019
www.lelabelisr.fr/en
SRI Fund
Carmignac Emergents
Carmignac Emergents
Equities – Emerging Markets
Socially 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.be
ISR label
Obtained in January 2019
www.lelabelisr.fr/en
SRI Fund
Carmignac Portfolio Emergents
Carmignac Portfolio Emergents
Equities – Emerging Markets
Socially 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.be
SRI Fund
Carmignac Portfolio Emerging Patrimoine
Carmignac Portfolio Emerging Patrimoine
Mixed – Emerging Markets
Socially 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/en
SRI Fund
Carmignac Portfolio Patrimoine Europe
Carmignac Portfolio Patrimoine Europe
Mixed - European Markets
Socially 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.be
SRI Fund
Carmignac Portfolio EM Debt
Carmignac Portfolio EM Debt
Fixed Income - Emerging Markets
Socially responsible investment fund which deploys a flexible allocation across the emerging fixed income universe. It seeks to contribute positively to society and the environment, by providing capital to emerging sovereigns and corporates in order to support their development efforts on environmental, social and governance issues.
SRI Fund
Carmignac Portfolio China New Economy
Carmignac Portfolio China New Economy
Equity - Chinese markets
A 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.
SRI Fund
Carmignac Euro-Entrepreneurs
Carmignac Euro-Entrepreneurs
Equities – European Markets
Socially responsible investment fund which invests in equities of European small and mid-capitalisation companies that exhibit high governance standards. It also looks to minimize its environmental impact by having a reduced carbon footprint.
SRI Fund
Carmignac Portfolio Grandchildren
Carmignac Portfolio Grandchildren
Equities - Global Markets
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.be
ISR label
Obtained in January 2020
www.lelabelisr.fr/en
SRI Fund
Carmignac Portfolio Grande Europe
Carmignac Portfolio Grande Europe
Equities – European Markets
Socially 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.be
ISR label
Obtained in January 2019
www.lelabelisr.fr/en
SRI Fund
Carmignac Emergents
Carmignac Emergents
Equities – Emerging Markets
Socially 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.be
ISR label
Obtained in January 2019
www.lelabelisr.fr/en
SRI Fund
Carmignac Portfolio Emergents
Carmignac Portfolio Emergents
Equities – Emerging Markets
Socially 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.be
SRI Fund
Carmignac Portfolio Emerging Patrimoine
Carmignac Portfolio Emerging Patrimoine
Mixed – Emerging Markets
Socially 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/en
SRI Fund
Carmignac Portfolio Patrimoine Europe
Carmignac Portfolio Patrimoine Europe
Mixed - European Markets
Socially 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.be
SRI Fund
Carmignac Portfolio EM Debt
Carmignac Portfolio EM Debt
Fixed Income - Emerging Markets
Socially responsible investment fund which deploys a flexible allocation across the emerging fixed income universe. It seeks to contribute positively to society and the environment, by providing capital to emerging sovereigns and corporates in order to support their development efforts on environmental, social and governance issues.
SRI Fund
Carmignac Portfolio China New Economy
Carmignac Portfolio China New Economy
Equity - Chinese markets
A 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.
SRI Fund
Carmignac Euro-Entrepreneurs
Carmignac Euro-Entrepreneurs
Equities – European Markets
Socially responsible investment fund which invests in equities of European small and mid-capitalisation companies that exhibit high governance standards. It also looks to minimize its environmental impact by having a reduced carbon footprint.
Thematic ESG Fund
Carmignac Portfolio Family Governed
Carmignac Portfolio Family Governed
Equities - Global Markets
Thematic ESG fund which invests in companies that have more than 10% ownership from family or founder and exhibit high governance standards. It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.be
ISR label
Obtained in January 2020
www.lelabelisr.fr/en
Thematic ESG Fund
Carmignac Portfolio Green Gold
Carmignac Portfolio Green Gold
Equities - Global Markets
Thematic 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.

Read our Sustainability related disclosures, ESG Integration, Exclusion, Climate, Voting and Transparency Code policies, plus our Carbon, Engagement and Voting reports.

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