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 Green Gold
    Carmignac Portfolio Green Gold
    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.

    SRI Fund
    SFDR - Fund Classification : Article 9
    Carmignac Portfolio Grande Europe
    Carmignac Portfolio Grande Europe
    Equities – European Markets
    SFDR - Fund Classification : Article 9

    Socially responsible investment fund which invests in European companies that have significant and measurable positive contribution to society or the environment.

    It also looks to minimize its environmental impact by having a reduced carbon footprint.

    [Logo] Towards Sustainability
    Towards Sustainability label
    Obtained in February 2020
    www.towardssustainability.be
    [Logo] ISR 2019
    ISR label
    Obtained in January 2019
    www.lelabelisr.fr/en
    SRI Fund
    SFDR - Fund Classification : Article 9
    Carmignac Emergents
    Carmignac Emergents
    Equities – Emerging Markets
    SFDR - Fund Classification : Article 9

    Socially responsible investment fund which invests in sustainable growth themes within emerging markets such as financing clean technology solutions or improving living standards.

    It also looks to minimize its environmental impact by having a reduced carbon footprint.

    [Logo] Towards Sustainability
    Towards Sustainability label
    Obtained in February 2020
    www.towardssustainability.be
    [Logo] ISR 2019
    ISR label
    Obtained in January 2019
    www.lelabelisr.fr/en
    SRI Fund
    SFDR - Fund Classification : Article 9
    Carmignac Portfolio Emergents
    Carmignac Portfolio Emergents
    Equities – Emerging Markets
    SFDR - Fund Classification : Article 9

    Socially responsible investment fund which invests in sustainable growth themes within emerging markets such as financing clean technology solutions or improving living standards.

    It also looks to minimize its environmental impact by having a reduced carbon footprint.

    [Logo] Towards Sustainability
    Towards Sustainability label
    Obtained in February 2020
    www.towardssustainability.be
    Carmignac
    ISR label
    Obtained in May 2021
    www.lelabelisr.fr/en
    SRI Fund
    SFDR - Fund Classification : Article 8
    Carmignac Portfolio Emerging Patrimoine
    Carmignac Portfolio Emerging Patrimoine
    Mixed – Emerging Markets
    SFDR - Fund Classification : Article 8

    Socially responsible investment fund which deploys a flexible allocation across bonds, equities and currencies of emerging markets. It invests in sustainable growth themes such as financing clean technology solutions or improving living standards.

    [Logo] ISR 2019
    ISR label
    Obtained in January 2019
    www.lelabelisr.fr/en
    SRI Fund
    SFDR - Fund Classification : Article 8
    Carmignac China New Economy
    Carmignac China New Economy
    Equity - Chinese markets
    SFDR - Fund Classification : Article 8

    A socially responsible investment fund which invests mainly, but not exclusively, in sustainable growth themes within China's New Economy. These include healthcare, education, clean energy, technological innovation and "sustainable" consumption, such as e-commerce and Internet which benefit from the increasing purchasing power and improving living standards of Chinese households. The Fund also looks to minimise its environmental impact by reducing its carbon footprint by 5% annually.

    Carmignac
    ISR label
    Obtained in September 2021
    www.lelabelisr.fr/en
    SRI Fund
    SFDR - Fund Classification : Article 8
    Carmignac Portfolio China New Economy
    Carmignac Portfolio China New Economy
    Equity - Chinese markets
    SFDR - Fund Classification : Article 8

    A socially responsible investment fund which invests mainly, but not exclusively, in sustainable growth themes within China's New Economy. These include healthcare, education, clean energy, technological innovation and "sustainable" consumption, such as e-commerce and Internet which benefit from the increasing purchasing power and improving living standards of Chinese households. The Fund also looks to minimise its environmental impact by reducing its carbon footprint by 5% annually.

    Carmignac
    ISR label
    Obtained in September 2021
    www.lelabelisr.fr/en
    SRI Fund
    SFDR - Fund Classification : Article 9
    Carmignac Investissement
    Carmignac Investissement
    Equities – Global Markets
    SFDR - Fund Classification : Article 9

    Socially responsible investment fund which invests in companies across the globe that benefit from long-term secular trends. It integrates environmental, social and governance (ESG) characteristics in its stock selection and looks to minimize its environmental impact by having a reduced carbon footprint.

    Carmignac
    ISR label
    Obtained in September 2021
    www.lelabelisr.fr/en
    SRI Fund
    SFDR - Fund Classification : Article 8
    Carmignac Patrimoine
    Carmignac Patrimoine
    Mixed – Global Markets
    SFDR - Fund Classification : Article 8

    Socially responsible investment fund which deploys an active and flexible allocation across international bond and equity markets. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.

    SRI Fund
    SFDR - Fund Classification : Article 8
    Carmignac Sécurité
    Carmignac Sécurité
    Fixed Income - European Markets
    SFDR - Fund Classification : Article 8

    Socially responsible investment fund which deploys a flexible, low volatility strategy primarily across the European fixed income universe. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.

    SRI Fund
    SFDR - Fund Classification : Article 9
    Carmignac Portfolio Investissement
    Carmignac Portfolio Investissement
    Equities – Global Markets
    SFDR - Fund Classification : Article 9

    Socially responsible investment fund which invests in companies across the globe that benefit from long-term secular trends. It integrates environmental, social and governance (ESG) characteristics in its stock selection and looks to minimize its environmental impact by having a reduced carbon footprint.

    Carmignac
    ISR label
    Obtained in September 2021
    www.lelabelisr.fr/en
    SRI Fund
    SFDR - Fund Classification : Article 8
    Carmignac Portfolio Patrimoine
    Carmignac Portfolio Patrimoine
    Mixed – Global Markets
    SFDR - Fund Classification : Article 8

    Socially responsible investment fund which deploys an active and flexible allocation across international bond and equity markets. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.

    SRI Fund
    SFDR - Fund Classification : Article 8
    Carmignac Portfolio Sécurité
    Carmignac Portfolio Sécurité
    Fixed Income - European Markets
    SFDR - Fund Classification : Article 8

    Socially responsible investment fund which deploys a flexible, low volatility strategy primarily across the European fixed income universe. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.

    SRI Fund
    SFDR - Fund Classification : Article 8
    Carmignac Portfolio Flexible Bond
    Carmignac Portfolio Flexible Bond
    Fixed Income – Global Markets
    SFDR - Fund Classification : Article 8

    Socially responsible investment fund which deploys a flexible allocation across international fixed income markets while hedging currency risk. It integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.

    Carmignac
    ISR label
    Obtained in September 2021
    www.lelabelisr.fr/en
    SFDR - Fund Classification : Article 8
    Carmignac Portfolio Global Bond
    Carmignac Portfolio Global Bond
    Fixed Income - Global Markets
    SFDR - Fund Classification : Article 8

    Socially responsible investment fund which integrates environmental, social and governance (ESG) characteristics in its securities selection and undertakes a holistic view to manage the sustainability risk.

    SFDR - Fund Classification : Article 8
    Carmignac Portfolio Long-Short European Equities
    Carmignac Portfolio Long-Short European Equities
    Mixed management - European Markets
    SFDR - Fund Classification : Article 8

    Socially responsible investment fund which invests mainly in European companies. It also looks to minimize its environmental impact by having a reduced carbon footprint and to invest in companies ensuring high standards of corporate governance.

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