The Investment Week Sustainable Investment Awards have honored fund managers who play a key role in the development of sustainable investing for the past 17 years. We are pleased to see Carmignac Portfolio Grande Europe named “Best Sustainable European Fund”.
Carmignac Portfolio Grande Europe invests in European companies that make significant and measurable positive contribution to the environment and the society based on their alignment to the United Nations Sustainable Development Goals.
Thanks to a structured and quantifiable process, paired with a SRI filter and ESG integration, the Fund identifies companies with high sustainable profitability combined with internal reinvestment.
For the fund categories, the judges considered factors including whether the fund met its sustainable objectives; excellence in sustainable investing within the investment process; performance record, and key developments in the strategy over the past year.
*Risk Scale from the KIID (Key Investor Information Document). Risk 1 does not mean a risk-free investment. This indicator may change over time. **The Sustainable Finance Disclosure Regulation (SFDR) 2019/2088 is a European regulation that requires asset managers to classify their funds as either 'Article 8' funds, which promote environmental and social characteristics, 'Article 9' funds, which make sustainable investments with measurable objectives, or 'Article 6' funds, which do not necessarily have a sustainability objective. For more information please refer to https://eur-lex.europa.eu/eli/reg/2019/2088/oj.
Carmignac Portfolio Grande Europe | 5.1 | 10.4 | -9.6 | 34.8 | 14.5 | 21.7 | -21.1 | 14.8 | 11.3 | 5.9 |
Reference Indicator | 1.7 | 10.6 | -10.8 | 26.8 | -2.0 | 24.9 | -10.6 | 15.8 | 8.8 | 10.3 |
Carmignac Portfolio Grande Europe | + 7.7 % | + 9.3 % | + 6.6 % |
Reference Indicator | + 10.1 % | + 10.9 % | + 6.3 % |
Source: Carmignac at 28 Feb 2025.
Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor).
Reference Indicator: MSCI Europe NR index
MARKETING COMMUNICATION. Please refer to the KIID/prospectus of the Fund before making any final investment decisions. The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager. Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor).
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