Carmignac China New Economy ESG Breakdown

This section contains the information relating to the ESG breakdown of the Fund.

Carmignac China New Economy ESG Breakdown

This financial product is classified Article 8 of the Sustainable Finance Disclosure Regulation (“SFDR”). The binding elements of the investment strategy used to select the investments to attain each of the environmental or social characteristics promoted by this financial product are :
  • Equity investment universe is actively reduced by at least 20%;
  • ESG analysis applied to at least 90% of issuers;
  • Carbon intensity reduction by 5% per year, to contribute to China’s carbon neutrality goal for 2060 (base rate 530.2 tCo2e/€mm revenues as of 31.12.2021).
View all ESG documents

Top 5 ESG Breakdown

The Top 5 ESG ratings highlight the 5 positions with the best sustainable ratings among the fund's investments.

The Top 5 active weightings show the positions that have been overweighted relative to the benchmark, illustrated by their ESG ratings. This highlights the main divergences between the composition of the fund's portfolio and that of the benchmark.

Top 5 ESG Rated Portfolio Holdings

Data as of:  30 Aug 2024.
Company
YADEA GROUP HOLDINGS LTD
PROSUS NV
VIPSHOP HOLDINGS LTD
MINISO GROUP HOLDING LTD
ASMPT LTD
ESG Rating
AAA
AA
AA
A
A
Source: MSCI ESG

Top 5 Active Weights and ESG Scores

Data as of:  30 Aug 2024.
Company
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
MINISO GROUP HOLDING LTD
VIPSHOP HOLDINGS LTD
PROSUS NV
DIDI GLOBAL INC
ESG Rating
AAA
A
AA
AA
B
Source: MSCI ESG

Carmignac China New Economy VS. Reference Indicator

The graph compares the distribution of ESG ratings for the fund's investments with the distribution of ESG ratings for the assets of its benchmark.

MSCI ESG Score Portfolio vs. Reference Indicator (%)

Data as of:  30 Aug 2024.
Leader
Average
Laggard
Fund (Equity)
Reference Indicator
Source: MSCI China Index (USD, Net dividends reinvested)
The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager.
​The information presented above is not contractually binding and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Performance is shown net of fees (excluding any subscription fees payable to the distributor). 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 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.