Equity strategies

Carmignac Portfolio Investissement

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LU1299311164

Carmignac Portfolio Investissement Documents

For detailed information on the Fund, click on the desired document. On this page you can find documents related to Fund information, communications to shareholders, legal documents and ESG documents. You may view, download or share any documents displayed below. 

If you have any questions, please do not hesitate to contact Carmignac for further details and assistance.

Fund information documents

Monthly Factsheet
PDF Format
Document Versions
Product Sheet
PDF Format

Communication to shareholders

Notice to shareholders
PDF Format

Legal documents

Prospectus
PDF Format
Semi-annual report
PDF Format
Document Versions
Annual Report
PDF Format
Document Versions
SICAV articles

ESG documents

SFDR Pre-contractual disclosures
PDF Format
ESG and HR indicators
PDF Format
Fund Sustainability-related disclosure
PDF Format
Voting Report
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.
Carmignac Portfolio is a sub-fund of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive.
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.