Carmignac Portfolio SICAV - Grande Europe Capitalisation -A EUR acc-

BENCHMARK AWARD-REVIEW:

Mark Denham is awarded Manager of the Year for the bottom-up strategy, Carmignac Portfolio Grande Europe Strategy, which invests in European equities. He is a highly experienced investment management professional. He has shown a strong commitment to sustainable investment while at the same time generating excellent performance for the Carmignac Strategy since its launch in 2016.

Performances have been outstanding. They reflect the manager's ability to apply the philosophy and investment style with strengths, coupled with a proven process consistently and flexibilities whenever appropriate.

Denham's twelve months target approach and standard procedures for reviewing the investments (either hitting or missing the targets) probably has ensured a deeper understanding of the companies to avoid both missing out on further potentials, if any. The strategy focuses on companies with sustainable profitability and a preference for re-investing capital, followed by assessing the best asymmetric risk/ return profiles.

Sustainable investment and ESG are at the core of the fund's philosophy and implemented clearly and systematically. The process includes avoiding stocks in specific damaging or polluting sectors and having an explicit low carbon target. Carmignac will rank and score companies according to their positive contribution to sustainability using external metrics and its scoring before moving ahead with any investment. ESG follow-through is impressive, with active shareholder participation and stewardship to mitigate potential ESG risks.

This strategy has been reviewed by three industry veterans of the Benchmark judging committee.

Manager Awards: Europe Equity
Singapore – Manager of the Year

KEY FACTS

ISIN: LU0099161993
Inception Date: 06/30/1999
AUM: EUR 768503986.08
Manager Name: Mark Denham, 01/11/2016
Total Expense Ratio: 1.80%
3-Yr Return: 50.08%
3-Yr Max Drawdown: -14.68%


ESG Score: 58.93
GC Score: 61.22
Near-Term Score(<=2°C): 65.35%
Business Involvement:
Alcohol Involvement: 4.25%, …

Investment Style Consistency: –
Environmental Consequence: –
Stewardship – Engagement: –

Contact Details:

Company Website: https://www.carmignac.lu/en_GB

Name: Nikolay Troptchev

Title: Director – Business Development Asia

Contact Number: Phone : +352 46 70 60 71
Mob : +352 621 154 684

Email Address: ntroptchev@carmignac.com

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