Best ESG Alternative Fund award goes to Carmignac
Carmignac Portfolio Long-Short European Equities is awarded by MainStreet Partners
Carmignac Portfolio Long-Short European Equities has been designated “Best ESG Alternatives Fund” by MainStreet Partners, the London-based ESG partner of top-tier investors and distributors. Each year, MainStreet Partners recognise funds and asset managers that have excelled within the universe of 7,700 strategies, managed by over 360 Asset Managers, available on the MainStreet Partners’ platform https://esgeverything.com/.
Carmignac Portfolio Long-Short European Equities implements a high-conviction long/short approach to European equities, based on a bottom-up fundamental approach. The Fund is suited for investors looking for a dynamic and flexible exposure to European equity markets with a strong downside risk management. The Fund is article 8 SFDR*, promoting environmental and social characteristics.
The Fund’s Research Team implement a unique proprietary methodology to evaluate the fund’s Sustainability level across three pillars: Asset Management, Strategy, and Portfolio. This methodology is aligned with the EU Regulation on sustainable finance.
*Sustainable Finance Disclosure Regulation (SFDR) 2019/2088. 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. In addition to not promoting environmental or social characteristics, "Article 6" funds have no sustainable objectives. For more information, please refer to https://eur-lex.europa.eu/eli/reg/2019/2088.
Carmignac Portfolio Long-Short European Equities
A high-conviction long/short approach to European equitiesVisit the Fund PageCarmignac Portfolio Long-Short European Equities A EUR Acc
- Recommended minimum investment horizon
- 3 years
- Risk indicator*
- 3/7
- SFDR - Fund Classification**
- Article 8
*Risk Scale from the KID (Key Information Document). Risk 1 does not mean a risk-free investment. This indicator may change over time. **The Sustainable Finance Disclosure Regulation (SFDR) 2019/2088 is a European regulation that requires asset managers to classify their funds as either 'Article 8' funds, which promote environmental and social characteristics, 'Article 9' funds, which make sustainable investments with measurable objectives, or 'Article 6' funds, which do not necessarily have a sustainability objective. For more information please refer to https://eur-lex.europa.eu/eli/reg/2019/2088/oj.
Main risks of the fund
Fees
- Entry costs
- 4,00% of the amount you pay in when entering this investment. This is the most you will be charged. Carmignac Gestion doesn't charge any entry fee. The person selling you the product will inform you of the actual charge.
- Exit costs
- We do not charge an exit fee for this product.
- Management fees and other administrative or operating costs
- 1,80% of the value of your investment per year. This estimate is based on actual costs over the past year.
- Performance fees
- 20,00% max. of the outperformance if the performance is positive and the net asset value exceeds the high-water mark. The actual amount will vary depending on how well your investment performs. The aggregated cost estimation above includes the average over the last 5 years, or since the product creation if it is less than 5 years.
- Transaction Cost
- 0,83% of the value of your investment per year. This is an estimate of the costs incurred when we buy and sell the investments underlying the product. The actual amount varies depending on the quantity we buy and sell.
Annualised Performance
| Carmignac Portfolio Long-Short European Equities | -0.2 | 9.1 | 16.1 | 3.4 | -0.3 | 6.9 | 13.0 | -6.3 | 0.1 |
| Carmignac Portfolio Long-Short European Equities | + 5.6 % | + 5.1 % | + 6.2 % |
Source: Carmignac at 28 Mar 2024.
Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor).
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MARKETING COMMUNICATION. Please refer to the Key Information Document (KID) /prospectus of the Fund before making any final investment decisions. The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager. Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor).
This article may not be reproduced, in whole or in part, without prior authorisation from the management company. It does not constitute a subscription offer, nor does it constitute investment advice. The information contained in this article may be partial information and may be modified without prior notice. The Management Company can cease promotion in your country anytime. Investors have access to a summary of their rights in English here. Carmignac Portfolio refers to the sub-funds of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive. Access to the Fund may be subject to restrictions regarding certain persons or countries. The Fund is not registered in North America, nor in South America. The Fund has not been registered under the US Securities Act of 1933. The Fund may not be offered or sold, directly or indirectly, for the benefit or on behalf of a "U.S. person", according to the definition of the US Regulation S and/or FATCA. The Fund presents a risk of loss of capital. Past performance is not necessarily indicative of future performance. The risk, fees and ongoing charges are described in the KID (Key Information Document). The prospectus, KID, NAV and annual reports are available at www.carmignac.com, or upon request to the Management Company. The KID must be made available to the subscriber prior to subscription.
• In Switzerland, the prospectus, KID and annual reports are available at www.carmignac.ch, or through our representative in Switzerland, CACEIS (Switzerland), S.A., Route de Signy 35, CH-1260 Nyon. The paying agent is CACEIS Bank, Montrouge, succursale de Nyon/Suisse, Route de Signy 35, 1260 Nyon. The KID must be made available to the subscriber prior to subscription.