Building the world of tomorrow with FP Carmignac Global Equity Compounders

A global study has revealed that 82% of the surveyed asset management companies use environmental, social, and governance (ESG) data in their investment process, primarily for performance reasons or due to client demands¹.

At Carmignac, we are convinced that by integrating ESG analysis into our investment processes, we are able to achieve better long-term performance. We also ensure that our actions contribute positively to the environment and society. This philosophy applies particularly for our FP Carmignac Global Equity Compounders fund.

For several years, concerns related to ESG issues have been gaining more and more ground within public opinion and investors. The physical consequences of our current lifestyles, such as climate change, depletion of natural resources, pollution, and biodiversity decline, are being felt. In financial markets, these issues can also have an impact on asset valuation. Indeed, respect for human rights, working conditions, and carbon footprint can influence a company's activity and reputation, ultimately affecting its valuation.

As long-term investors, we aim to identify trends that can influence the world of tomorrow. According to us, four major trends seem to stand out in particular:

We strive to address these issues through FP Carmignac Global Equity Compounders.

FP Carmignac Global Equity Compounders aims to accompany savers and investors in building and preserving a sustainable capital for future generations. In order to achieve this transmission objective, the Fund fully integrates an extra-financial approach into its investment process. This is reflected in the definition of the investment universe, which excludes companies in the energy sector, including coal, oil, and gas. We also apply ethical exclusions, banning controversial weapons, conventional weapons, tobacco, adult entertainment, gambling, and alcohol. Additionally, we exclude companies with an ESG rating of CCC according to MSCI.

FP Carmignac Global Equity Compounders also aims for 100% sustainable investments, focusing particularly on companies aligned with the United Nations Sustainable Development Goals (SDGs). Companies can have an impact on society and the environment through the products they sell and the services they offer. The SDGs can serve as a guide to help investors understand how their investments can contribute to shaping positive and significant externalities.

Within FP Carmignac Global Equity Compounders, we aim to invest in the Sustainable Development Goals (SDGs), which we believe address the major trends we identify:

In a context where health becomes a major issue driven by population growth and aging, FP Carmignac Global Equity Compounders invests in companies in the sector that seek to innovate in order to offer accessible healthcare solutions to all, such as Novo Nordisk, for example.

The transition to renewable energies and their accessibility are essential in the face of climate change. That is why we focus on companies that help fight against and adapt to global warming.

We are still in a period of strong industrial expansion, but we see a growing need for solutions that address both growth and environmental challenges. Therefore, FP Carmignac Global Equity Compounders invests in companies that innovate in order to reduce not only their own carbon footprint, but also that of their sector and other industries.

FP Carmignac Global Equity Compounders is committed to addressing the challenges of major trends that will shape the world of tomorrow by focusing on carefully selected Sustainable Development Goals (SDGs), while maintaining a low carbon footprint. By adopting an extra-financial approach, the Fund supports investors and savers in building and preserving sustainable capital. This approach demonstrates its objective of making a positive contribution to the environment and society and leaving a sustainable world for future generations.