Carmignac

Carmignac Portfolio Credit and Carmignac Portfolio Patrimoine Europe awarded best Funds in Europe

Lipper Awards 2023

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Carmignac

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and investment managers that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. We are proud to see our two key strategies on the top of their respective categories for the second year in a row: Carmignac Portfolio Credit is best Global Corporate Bond Fund over 3 and 5 years and Carmignac Portfolio Patrimoine Europe is best Mixed Asset EUR Bal - Europe Fund over 3 years.

Convictions and flexibility bear fruit

Being on the top of peers on European level for the second year in a row testifies to the quality and ability of our investment managers to fully exploit our dynamic and conviction-driven approach, always in the quest of the optimal risk-adjusted returns, in all market conditions.

Carmignac Portfolio Credit A EUR Acc

ISIN: LU1623762843

Recommended minimum investment horizon

Lower risk Higher risk

Potentially lower return Potentially higher return

1 2 3 4 5 6 7
Main risks of the Fund

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

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

LIQUIDITY: Temporary market distortions may have an impact on the pricing conditions under which the Fund might be caused to liquidate, initiate or modify its positions

DISCRETIONARY MANAGEMENT: Anticipations of financial market changes made by the Management Company have a direct effect on the Fund's performance, which depends on the stocks selected.

The Fund presents a risk of loss of capital.

Carmignac Portfolio Patrimoine Europe A EUR Acc

ISIN: LU1744628287

Recommended minimum investment horizon

Lower risk Higher risk

Potentially lower return Potentially higher return

1 2 3 4 5 6 7
Main risks of the Fund

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.

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.

The Fund presents a risk of loss of capital.

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