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Carmignac

Carmignac receives the ‘Label ISR’ for five additional funds

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Carmignac is pleased to announce the accreditation of Carmignac Investissement, Carmignac Portfolio Investissement, Carmignac China New Economy, Carmignac Portfolio China New Economy and Carmignac Portfolio Flexible Bond, bringing the number of labelled funds to thirteen, totalling more than €10 billion of assets under management1.

We are honoured to receive once again this Label, which is not only a landmark but also a sign of confidence for investors seeking sustainable investments

- Sandra Crowl, Stewardship Director at Carmignac

A few words on the labelled funds

  • Carmignac
    ‘Investissement’ strategy


    The Funds invest in shares of companies across the globe that benefit from long-term secular trends following a socially responsible investment approach (classified under Article 8 according to SFDR).

  • Carmignac
    ‘China New Economy’ strategy

    The Funds invest mainly, but not exclusively, in sustainable growth themes within China’s New Economy following a socially responsible investment approach (classified under Article 8 according to SFDR).

  • Carmignac
    ‘Flexible Bond’ strategy


    The Fund deploys a flexible allocation across international fixed income markets while hedging currency risk following a socially responsible investment approach (classified under Article 8 according to SFDR).

Find out more about our Funds’ responsible investment approach:

Visit the ‘Responsible Investment’ page

The French "Socially Responsible Investment (SRI)" label (Label ISR) was created in 2016 by the French Ministry of Economy and Finance. It is accredited upon a strict audit run by an independent body (AFNOR or Ernst & Young). For more information, please visit www.lelabelisr.fr. 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.

1Source: Carmignac, 31/08/2021.

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Advertising material. This material 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 material may be partial information and may be modified without prior notice. Carmignac Portfolio refers to the sub-funds of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive. The Funds are common funds in contractual form (FCP) conforming to the UCITS Directive under French law. Access to the Funds may be subject to restrictions with regard to certain persons or countries. The Funds are not registered in North America, in South America, in Asia nor are they registered in Japan. The Funds are registered in Singapore as restricted foreign scheme (for professional clients only). The Funds have not been registered under the US Securities Act of 1933. The Funds 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 Funds present a risk of loss of capital. The risks and fees are described in the KIIDs (Key Investor Information Document). The Funds' respective prospectuses, KIIDs and annual reports are available at www.carmignac.com or upon request to the Management Company. The KIIDs must be made available to the subscriber prior to subscription. The investor should read the KIID for further information. • Switzerland: The Fund’s respective prospectuses, KIIDs 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, Paris, succursale de Nyon/Suisse, Route de Signy 35, 1260 Nyon. • United Kingdom: The Funds' respective prospectuses, KIIDs, NAV and annual reports are available in English at www.carmignac.co.uk, upon request to the Management Company, or, for the French Funds at the offices of the Facilities Agent at BNP PARIBAS SECURITIES SERVICES, operating through its branch in London: 55 Moorgate, London EC2R. This material was prepared by Carmignac Gestion and/or Carmignac Gestion Luxembourg and is being distributed in the UK by Carmignac Gestion Luxembourg UK Branch (Registered in England and Wales with number FC031103, CSSF agreement of 10/06/2013). The Management Company can cease promotion in your country anytime. Investors have access to a summary of their rights in French, English, German, Dutch, Spanish, Italian on the following link: www.carmignac.com.