Equity strategies

Carmignac Portfolio Grande Europe

Share Class

LU0099161993

Equity strategiesCarmignac Portfolio Grande Europe
Equity strategiesCarmignac Portfolio Grande Europe
Share Class

LU0099161993

Overview

Characteristics & Risks

Performance

Portfolio

ESG

Documents

Carmignac Portfolio Grande Europe ESG Breakdown

This section contains the information relating to the ESG breakdown of the Fund.

Carmignac Portfolio Grande Europe ESG Breakdown

This financial product is classified as an Article 9 fund under the EU's Sustainable Financial Disclosures Regulation(“SFDR”). The binding elements of the investment strategy used to select the investments to attain the sustainable objective are :
  • A minimum of 80% of the Sub-Fund’s net assets are invested in sustainable investments aligned positively with the United Nations Sustainable Development Goals;
  • The minimum levels of sustainable investments with environmental and social objectives are respectively 10% and 30% of the Sub-Fund’s net assets;
  • Equity Investment universe is actively reduced by at least 20% ;
  • ESG analysis applied to at least 90% of issuers ;
  • 50% of carbon emissions lower than the reference indicator as measured by carbon intensity.
View all ESG documents

UNITED NATIONS SUSTAINABLE DEVELOPMENT GOALS (SDGS)

The graph illustrates the percentage of assets in the portfolio that are aligned with the United Nations Sustainable Development Goals. This enables us to measure the contribution of our investments to achieving these global objectives.

By promoting sustainable development, poverty reduction, environmental protection, health, education and many other areas, these investments go beyond traditional financial objectives by integrating social and environmental considerations into their management.

Alignment with the UN Sustainable Development Goals (% of Net Assets)

Data as of:  31 Oct 2024.
Assets Aligned with SDGs
96.3 %
SDG 3 : Good Health and Well Being
45.9 %
SDG 9 : Industry, Innovation and Infrastructure
32 %
SDG Operational Alignement : SDG Operational Alignement
7.6 %
SDG 7 : Affordable and Clean Energy
5.6 %
SDG 11 : Sustainable Cities and Communities
5.2 %
Not in line with the United Nations Sustainable Development Goals (SDGs)
3.7 %
Total
96.3 %
Our outcomes framework

Top 5 ESG Breakdown

The Top 5 ESG ratings highlight the 5 positions with the best sustainable ratings among the fund's investments.

The Top 5 active weightings show the positions that have been overweighted relative to the benchmark, illustrated by their ESG ratings. This highlights the main divergences between the composition of the fund's portfolio and that of the benchmark.

Top 5 ESG Rated Portfolio Holdings

Data as of:  31 Oct 2024.
Company
DEUTSCHE BRSE AG
NOVO NORDISK AS
ADIDAS AG
SARTORIUS AG
LORAL SA
ESG Rating
AAA
AAA
AAA
AA
AA
Source: MSCI ESG

Top 5 Active Weights and ESG Scores

Data as of:  31 Oct 2024.
Company
SAP SE
DEUTSCHE BRSE AG
BEIERSDORF AG
ARGENX SE
HERMS INTERNATIONAL SCA
ESG Rating
AAA
AAA
AA
AA
AA
Source: MSCI ESG

Carmignac Portfolio Grande Europe VS. Reference Indicator

The graph compares the distribution of ESG ratings for the fund's investments with the distribution of ESG ratings for the assets of its benchmark.

MSCI ESG Score Portfolio vs. Reference Indicator (%)

Data as of:  31 Oct 2024.
Leader
Average
Laggard
Fund (Equity)
Reference Indicator
Source: Stoxx 600 (Reinvested net dividends)

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All analysis
View portfolioView documents
The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager.
Carmignac Portfolio is a sub-fund of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive.
The information presented above is not contractually binding and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor), where applicable. Investors may lose some or all of their capital, as the capital in the UCI is not guaranteed. Access to the products and services presented herein may be restricted for some individuals or countries. Taxation depends on the situation of the individual. The risks, fees and recommended investment period for the UCI presented are detailed in the KIDs (key information documents) and prospectuses available on this website. The KID must be made available to the subscriber prior to purchase.). The reference to a ranking or prize, is no guarantee of the future results of the UCITS or the manager.