Alternative strategies
Carmignac Portfolio Merger Arbitrage Plus
Share Class
LU2585801173
Risk Indicator
3 / 7
Recommended Minimum Investment Horizon
3 years
Cumulative Performance since launch
Cumulative Performance 10 YearsCumulative Performance 5 YearsCumulative Performance 3 YearsCumulative Performance 12 Months
From 14/04/2023
To 20/11/2024
+ 5.2 %
0.0 %
0.0 %
0.0 %
+ 2.3 %
Calendar Year Performance 2014Calendar Year Performance 2015Calendar Year Performance 2016Calendar Year Performance 2017Calendar Year Performance 2018Calendar Year Performance 2019Calendar Year Performance 2020Calendar Year Performance 2021Calendar Year Performance 2022Calendar Year Performance 2023
-
-
-
-
-
-
-
-
-
+ 3.1 %
Net Asset Value
105.18 €
Asset Under Management
147 M €
Market
Global market
SFDR - Fund Classification
Article 8
Carmignac Portfolio Merger Arbitrage Plus ESG Breakdown
This section contains the information relating to the ESG breakdown of the Fund.
Carmignac Portfolio Merger Arbitrage Plus ESG Breakdown
This financial product is classified Article 8 of the Sustainable Finance Disclosure Regulation (“SFDR”). The binding elements of the investment strategy used to select the investments to attain each of the environmental or social characteristics promoted by this financial product are :
- ESG analysis applied to at least 90% of the equity holding in the Long portfolio;
- The Long Equity investment universe is actively reduced.
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: 30 Sep 2024.Company
LA BANQUE POSTALE SA
KINDRED GROUP PLC
THE AARONS CO INC
SLEEP COUNTRY CANADA HOLDINGS INC
JUNIPER NETWORKS INC
ESG Rating
AAA
AAA
AA
AA
AA
Source: MSCI ESG
Top 5 Active Weights and ESG Scores
Data as of: 30 Sep 2024.Company
CATALENT INC
JUNIPER NETWORKS INC
ENVESTNET INC
ENSTAR GROUP LTD
SALCEF GROUP SPA
ESG Rating
A
AA
AA
BBB
A
Source: MSCI ESG
Carmignac Portfolio Merger Arbitrage Plus 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: 30 Sep 2024.Leader
Average
Laggard
- Fund (Equity)
- Fund (Equity + Corporate Bonds)
- Reference Indicator
Source:
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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.