Europe: Opportunities amid complexity
Published on
5 February 2021
Read time
1 minute(s) read
It is always the right time to invest in Europe, if you have the right approach.
Looking back at 2020, the term “expect the unexpected” takes on a whole new meaning. It has been a restless, eventful year for Fund Managers across all asset classes and regions, and for those who were successful it was not by chance.
In particular Mark Denham and Keith Ney, whose Carmignac Portfolio Patrimoine Europe fund delivered an annual return of 13.9% to investors, placing it in the 1st percentile of its Morningstar category (1).
Listen to our European duo explain how they managed 2020 and share their outlook for 2021.
Europe is a complex region, but if you invest correctly, you can convert that complexity into a series of opportunities
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PROMOTIONAL MATERIAL. This document may not be reproduced, in whole or in part, without prior authorisation from the management company. This document does not constitute a subscription offer, nor does it constitute investment advice. The information contained in this document may be partial information and may be modified without prior notice. Carmignac Portfolio Patrimoine Europe is a sub-fund of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive. The Fund's prospectus, KIIDs, NAV and annual reports are available at www.carmignac.com or upon request to the Management Company. Access to the Fund may be subject to restrictions with regard to certain persons or countries. The Fund is not registered in North America, nor in South America. The Fund has not been registered under the US Securities Act of 1933. The Fund 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 Fund presents a risk of loss of capital. The risks, fees and ongoing charges are described in the KIID (Key Investor Information Document). • In Switzerland, the prospectus, KIIDs and annual report 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, Paris, succursale de Nyon / Suisse, Route de Signy 35, 1260 Nyon. The KIID must be made available to the subscriber prior to subscription.