Carmignac Portfolio Emergents J EUR Acc (C5QP)

Overview

Carmignac Portfolio Emergents J EUR Acc is an accumulating share class of an equity fund focused on emerging markets, managed by Carmignac. Utilizing a fundamental top-down investment strategy alongside disciplined bottom-up analysis, the fund identifies appealing investment opportunities within the emerging markets sector. It adopts a sustainable and responsible investment strategy, dedicating at least 80% of its assets to sustainable investments that align with the United Nations Sustainable Development Goals. This approach aims to tackle environmental and social challenges while prioritizing companies that exhibit long-term growth potential.

Classified under Article 9 of the Sustainable Finance Disclosure Regulation (SFDR) for sustainable investments, the fund incorporates Environmental, Social, and Governance (ESG) criteria throughout its investment process. The fund seeks to outpace its benchmark over a five-year horizon. Denominated in euros with an accumulation dividend policy, it primarily focuses on high-quality equities from emerging markets, favoring companies with strong financial health, sustainable profitability, and positioning themselves within structural growth areas such as technology and semiconductors, especially in Asia. However, it is important to be aware of the risks associated with equity markets, emerging economies, currency fluctuations, and discretionary management.

Products and Services

• Emerging Market Equity Fund:

  This fund specializes in investments within emerging markets, leveraging comprehensive research techniques that include both top-down and bottom-up analyses. This dual approach enables the identification of lucrative opportunities, with a focus on sustainable businesses.

• Sustainable Investment Strategy:

  Carmignac Portfolio Emergents J EUR Acc commits at least 80% of its holdings to sustainable investments. This strategy is aligned with the UN Sustainable Development Goals and aims to mitigate environmental and social challenges while promoting long-term investment growth.

• ESG Integration:

  The fund integrates ESG (Environmental, Social, Governance) criteria into its investment process. This means that both financial performance and sustainability metrics are considered when evaluating potential investments, ensuring a socially responsible approach to equity investment.

• Long-term Growth Focus:

  The fund prioritizes investment in companies with sustainable profitability and strong financials. It particularly targets sectors showing structural growth potential, such as technology and semiconductors, which are expected to thrive in the emerging markets, particularly in Asia.

• Accumulating Share Class:

  This accumulating share class reinvests dividends back into the fund, which can enhance the compounding effect of returns for investors over time. It is denominated in euros, thus appealing to European investors looking for exposure to emerging markets.