Carmignac

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:

?
Sustainable Finance Disclosure Regulation, an EU Act that requires asset managers to classify funds into categories: “Article 8” funds promote environmental and social characteristics, “Article 9” funds have sustainable investments as a measurable objective.
  • Thematic ESG Fund
    SFDR - Fund Classification : Article 8
    Carmignac Portfolio Family Governed
    Carmignac Portfolio Family Governed
    Equities - Global Markets
    SFDR - 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.

    [Logo] Towards Sustainability
    Towards Sustainability label
    Obtained in February 2020
    www.towardssustainability.be
    [Logo] ISR 2020
    ISR label
    Obtained in January 2020
    www.lelabelisr.fr/en
    Thematic ESG Fund
    SFDR - Fund Classification : Article 9
    Carmignac Portfolio Climate Transition
    Carmignac Portfolio Climate Transition
    Equities - Global Markets
    SFDR - Fund Classification : Article 9

    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.

    Thematic ESG Fund
    SFDR - Fund Classification : Article 9
    Carmignac Portfolio Human Xperience
    Carmignac Portfolio Human Xperience
    Equities - Global Markets
    SFDR - Fund Classification : Article 9

    Thematic 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.

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

Advertising material. This material may not be reproduced, in whole or in part, without prior authorisation from the management company. It does not constitute a subscription offer, nor does it constitute investment advice. The information contained in this material may be partial information and may be modified without prior notice. Carmignac Portfolio Grandchildren, Carmignac Portfolio Family Governed, Carmignac Portfolio Climate Transition, Carmignac Portfolio Grande Europe, Carmignac Portfolio Emergents, Carmignac Portfolio Emerging Patrimoine refer to the sub-funds of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive. Carmignac Emergents is a common fund in contractual form (FCP) conforming to the UCITS Directive under French law. Access to the Funds may be subject to restrictions with regard to certain persons or countries. The Funds are not registered in North America, in South America, in Asia nor are they registered in Japan. The Funds are registered in Singapore as restricted foreign scheme (for professional clients only). The Funds have not been registered under the US Securities Act of 1933. The Funds may not be offered or sold, directly or indirectly, for the benefit or on behalf of a "U.S. person", according to the definition of the US Regulation S and/or FATCA. The Funds present a risk of loss of capital. The risks and fees are described in the KIIDs (Key Investor Information Document). The Funds' respective prospectuses, KIIDs and annual reports are available at www.carmignac.com or upon request to the Management Company. The KIIDs must be made available to the subscriber prior to subscription. The investor should read the KIID for further information. • Switzerland: The Funds present a risk of loss of capital. The risks and fees are described in the KIIDs (Key Investor Information Document). The Fund’s respective prospectuses, KIIDs and annual reports are available at www.carmignac.ch or through our representative in Switzerland, CACEIS (Switzerland), S.A., Route de Signy 35, CH-1260 Nyon. The paying agent is CACEIS Bank, Montrouge, succursale de Nyon/Suisse, Route de Signy 35, 1260 Nyon. • United Kingdom: The Funds' respective prospectuses, KIIDs, NAV and annual reports are available in English at www.carmignac.co.uk, upon request to the Management Company, or, for the French Funds at the offices of the Facilities Agent at BNP PARIBAS SECURITIES SERVICES, operating through its branch in London: 55 Moorgate, London EC2R. This material was prepared by Carmignac Gestion and/or Carmignac Gestion Luxembourg and is being distributed in the UK by Carmignac Gestion Luxembourg UK Branch (Registered in England and Wales with number FC031103, CSSF agreement of 10/06/2013).