Carmignac

Responsible Investment

Each of our Funds integrates environmental, social and governance criteria (ESG) into their investment process and complies with our responsible investment policies. We also offer a specialist Fund range that takes the application of responsible investment practices a step further.

SRI and Thematic ESG funds

Our Socially Responsible Investment (SRI) and Thematic ESG Funds take a broader approach to ESG integration depending on their philosophy, investment process and Fund Manager’s convictions. These funds can feature a wider range of investment exclusions, a low carbon footprint objective, a thematic bias or a positive screening filter.

  • SRI Funds adopt a socially conscious approach to investing (e.g. excluding high carbon-emitting or unethical sectors, or investing in companies contributing positively to the planet).

  • Thematic ESG Funds adopt a thematic (E, S or G) investment approach (e.g. investing exclusively in companies actively addressing or contributing to climate change mitigation).

Choose from the different SRI and Thematic ESG Funds below:

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Sustainable Finance Disclosure Regulation, an EU Act that requires asset managers to classify funds into categories: “Article 8” funds promote environmental and social characteristics, “Article 9” funds have sustainable investments as a measurable objective.
  • Thematic ESG Fund
    SFDR - Fund Classification : Article 9
    Carmignac Portfolio Climate Transition
    Carmignac Portfolio Climate Transition
    Equities - Global Markets
    SFDR - Fund Classification : Article 9

    Thematic ESG fund which invests in innovative companies that are actively addressing or contributing to climate change mitigation across the whole renewable energy and industry value chains.

    It looks to positively contribute to the environment by helping to transition to a lower carbon economy.

    Thematic ESG Fund
    SFDR - Fund Classification : Article 9
    Carmignac Portfolio Human Xperience
    Carmignac Portfolio Human Xperience
    Equities - Global Markets
    SFDR - Fund Classification : Article 9

    Thematic ESG fund which invests in companies that demonstrate strong customer and employee satisfaction. The fund has a sustainable social objective of selecting companies with a score of 1 to 30 (top 30%) according to our proprietary quantitative database.

Read our Sustainability related disclosures, ESG Integration, Exclusion, Climate, Voting and Transparency Code policies, plus our Carbon, Engagement and Voting reports.