We are proud to see Carmignac Portfolio Credit awarded by Lipper the best Fund in Europe, France, Switzerland, Germany, Austria and the Nordics awards over 5 years in the category Bond Global Corporates EUR. These awards testify to the quality of Pierre Verlé’s and Alexandre Deneuville’s management over the credit cycle and their capacity to deliver consistently strong risk-adjusted performance relative to their peers.
Carmignac Portfolio Credit has demonstrated the relevance of its investment process over the years, in periods of rising and falling interest rates. The Fund has not only outperformed its reference indicator2 every year since its launch in 2017, but also ranks among the best Funds in the asset class.
Source: Carmignac, Morningstar, 29/03/2024.
Lipper Methodology: The currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60 and 120 months. The highest Lipper Leader® for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five or 10 years. For a detailed explanation, please review the Lipper Leader methodology document.
*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.
Carmignac Portfolio Credit | 1.8 | 1.7 | 20.9 | 10.4 | 3.0 | -13.0 | 10.6 |
Reference Indicator | 1.1 | -1.7 | 7.5 | 2.8 | 0.1 | -13.3 | 9.0 |
Carmignac Portfolio Credit | + 0.7 % | + 3.4 % | + 5.5 % |
Reference Indicator | - 1.2 % | - 0.0 % | + 1.0 % |
Source: Carmignac at 30 Aug 2024.
Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor).
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 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 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 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.