Equity strategies
Carmignac Portfolio Tech Solutions
Luxembourg SICAV sub-fundThematicSRI Fund Article 9Share Class
LU2809794493
A Fund unleashing the potential of tech companies across the world
- Investing in companies that are driving innovation that represent a solution to a changing world.
- An opportunistic approach capturing attractive trends worldwide across the value chain.
Key documents
Risk Indicator
5/7
Recommended Minimum Investment Horizon
5 years
Net Asset Value
98.93 $
Asset Under Management
43 M €
Market
Thematic Fund
SFDR - Fund Classification
Article
9
Data as of: 20 Nov 2024.
Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor). The return may increase or decrease as a result of currency fluctuations, for the shares which are not currency-hedged. 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.
The strategy in a nutshell
Discover the Fund’s main features and benefits through the words of the Fund Manager.Fund Management Team
Kristofer Barrett
Head of Global Equities, Fund Manager
Now that technology is accelerating at a faster pace, we aim to capitalise on the significant impact it is having on global equity markets.
Kristofer Barrett
Head of Global Equities, Fund Manager
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Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor).
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.