Funds in Focus

Carmignac Portfolio Flexible Bond in the spotlight

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How can we combine value creation and socially responsible investing in an increasingly complex bond environment?

Discover what Carmignac Portfolio Flexible Bond’s co-managers, Guillaume Rigeade and Eliezer Ben Zimra, had to say at our web conference on the 23rd September 2021:

This responsible investment approach has been completely integrated into our investment process

- Guillaume Rigeade

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Carmignac Portfolio Flexible Bond obtains SRI label

We’re delighted to announce that Carmignac Portfolio Flexible Bond, an Article 8 fund under the Sustainable Finance Disclosure Regulation (SFDR)*, obtained the SRI label in September this year.

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It is a socially responsible investment Fund that 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.

The “SRI label” was created in 2016 by the Ministry of Economy and Finance. It is granted following a strict audit by an independent body (AFNOR or Ernst & Young), and is renewed annually. To learn more, visit www.lelabelisr.fr. *SFDR Regulation (Sustainable Finance Disclosure Regulation) 2019/2088. For more information, visit: https://eur-lex.europa.eu/eli/reg/2019/2088/oj?locale=en.

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  • Guillaume Rigeade
    Fund Manager
    Co-Head of Fixed Income

    Guillaume Rigeade joined Carmignac in 2019 as a fund manager in the fixed income team, responsible for the co-management of Carmignac Portfolio Flexible Bond. In September 2023, Guillaume was promoted to co-Head of Fixed Income with joint responsible for the fixed income element of Carmignac Patrimoine. He is a member of the Strategic Investment Committee.

    He started his career at Sinopia Asset Management in 1999 as Fixed Income Portfolio Manager, before being appointed Deputy Head of Fixed Income in 2004. From 2007 to 2009, he was as Senior International Fixed Income Portfolio Manager at Société Générale Asset Management. He joined Edmond de Rothschild Asset Management in 2009 as Global Macro Fund Manager, was appointed Fixed Income Fund Manager in 2012 and then was promoted Deputy CIO in 2019. Guillaume is a chartered actuary from the University of Paris Statistics Institute.

  • Eliezer Ben Zimra
    Fund Manager

    Eliezer Ben Zimra joined Carmignac in 2019 as a fund manager in the fixed income team, responsible for co-management of Carmignac Portfolio Flexible Bond. In September 2023, he was appointed as co-manager of the fixed income element of Carmignac Patrimoine. He is a member of the Strategic Investment Committee. He started his career in 2008 at OneSeven Capital Management, as a fixed income derivatives trader. In 2010, he joined Capstone Investment Advisors as assistant Fixed Income Portfolio Manager, further to which he joined the Fixed Income Research and Strategy division of Amundi. In 2011, he was appointed Total Return Fixed Income Fund Manager at Edmond de Rothschild Asset Management. Eliezer holds a Master in Statistics, Economics and Finance from ENSAE and a Master of Sciences in Applied Mathematics from Harvard University.

Carmignac Portfolio Flexible Bond A EUR Acc

ISIN: LU0336084032

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Main risks of the Fund

INTEREST RATE: Interest rate risk results in a decline in the net asset value in the event of changes in interest rates.

CREDIT: Credit risk is the risk that the issuer may default.

CURRENCY: Currency risk is linked to exposure to a currency other than the Fund’s valuation currency, either through direct investment or the use of forward financial instruments.

EQUITY: The Fund may be affected by stock price variations, the scale of which is dependent on external factors, stock trading volumes or market capitalization.

The Fund presents a risk of loss of capital.