Alternative strategies

Carmignac Absolute Return Europe

FCPEuropean marketArticle 8
Share Class
F EUR AccFR001400JG56
An opportunistic and style agnostic long/short approach to European equities
  • A diversified portfolio, based on a top-down and bottom-up approach, to take advantage of market inefficiencies.
  • Active management of the net equity exposure (-20% to +50%).
Key documents
Risk Indicator
2/7
Recommended Minimum Investment Horizon
3 years
Net Asset Value
105.9 €
Asset Under Management
217 M €
Market
European market
SFDR - Fund Classification

Article

8
Data as of:  29 May 2024.
​Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor). The return may increase or decrease as a result of currency fluctuations, for the shares which are not currency-hedged.

Carmignac Absolute Return Europe Portfolio overview

Below is an overview of the composition of the portfolio.

Geographical Breakdown

Data as of:  30 Apr 2024.
Europe EUR31.3 %
Europe ex-EUR10.7 %
North America9.5 %
Other countries4.2 %
Index Derivatives-32.4 %
Total % of alternative23.3 %
Europe EUR31.3 %
deGermany
12.0 %
nlNetherlands
7.2 %
itItaly
3.8 %
ieIreland
3.6 %
frFrance
3.4 %
grGreece
1.2 %
fiFinland
0.5 %
esSpain
0.1 %
Luxembourg
-0.2 %
atAustria
-0.3 %

The strategy in a nutshell

Discover the Fund’s main features and benefits through the words of the Fund Managers.
Fund Management Team

Johan Fredriksson

Fund Manager

Dean Smith

Fund Manager
Our objective is to provide a long-term absolute capital growth thanks to our dynamic and opportunistic take on European equities.

Dean Smith

Fund Manager
View Fund's characteristics
The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager.
The Fund is a common fund in contractual form (FCP) conforming to the UCITS Directive under French law.
The information presented above is not contractually binding and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor), where applicable. Investors may lose some or all of their capital, as the capital in the UCI is not guaranteed. Access to the products and services presented herein may be restricted for some individuals or countries. Taxation depends on the situation of the individual. The risks, fees and recommended investment period for the UCI presented are detailed in the KIDs (key information documents) and prospectuses available on this website. The KID must be made available to the subscriber prior to purchase.). The reference to a ranking or prize, is no guarantee of the future results of the UCITS or the manager.