Responsible Investment

Each of our Funds integrates environmental, social and governance criteria (ESG) into their investment process and complies with our responsible investment policies. We also offer a specialist Fund range that takes the application of responsible investment practices a step further.

SRI and Thematic ESG funds

Our Socially Responsible Investment (SRI) and Thematic ESG Funds take a broader approach to ESG integration depending on their philosophy, investment process and Fund Manager’s convictions. These funds can feature a wider range of investment exclusions, a low carbon footprint objective, a thematic bias or a positive screening filter.

  • SRI Funds adopt a socially conscious approach to investing (e.g. excluding high carbon-emitting or unethical sectors, or investing in companies contributing positively to the planet).

  • Thematic ESG Funds adopt a thematic (E, S or G) investment approach (e.g. investing exclusively in companies actively addressing or contributing to climate change mitigation).

Choose from the different SRI and Thematic ESG Funds below:

SRI Fund
Carmignac Portfolio Grandchildren
Carmignac Portfolio Grandchildren
Equities - Global Markets
Socially responsible investment fund which invests in companies across the globe that are committed towards the next generations to make a significant and measurable positive contribution to society and the environment. It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.be
ISR label
Obtained in January 2020
www.lelabelisr.fr/en
Thematic ESG Fund
Carmignac Portfolio Family Governed
Carmignac Portfolio Family Governed
Equities - Global Markets
Thematic ESG fund which invests in companies that have more than 10% ownership from family or founder and exhibit high governance standards. It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.be
ISR label
Obtained in January 2020
www.lelabelisr.fr/en
Thematic ESG Fund
Carmignac Portfolio Green Gold
Carmignac Portfolio Green Gold
Equities - Global Markets
Thematic ESG fund which invests in innovative companies that are actively addressing or contributing to climate change mitigation across the whole renewable energy and industry value chains. It looks to positively contribute to the environment by helping to transition to a lower carbon economy.
SRI Fund
Carmignac Portfolio Grande Europe
Carmignac Portfolio Grande Europe
Equities – European Markets
Socially responsible investment fund which invests in European companies that have significant and measurable positive contribution to society or the environment. It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.be
ISR label
Obtained in January 2019
www.lelabelisr.fr/en
SRI Fund
Carmignac Emergents
Carmignac Emergents
Equities – Emerging Markets
Socially responsible investment fund which invests in sustainable growth themes within emerging markets such as financing clean technology solutions or improving living standards. It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.be
ISR label
Obtained in January 2019
www.lelabelisr.fr/en
SRI Fund
Carmignac Portfolio Emergents
Carmignac Portfolio Emergents
Equities – Emerging Markets
Socially responsible investment fund which invests in sustainable growth themes within emerging markets such as financing clean technology solutions or improving living standards. It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.be
SRI Fund
Carmignac Portfolio Emerging Patrimoine
Carmignac Portfolio Emerging Patrimoine
Mixed – Emerging Markets
Socially responsible investment fund which deploys a flexible allocation across bonds, equities and currencies of emerging markets. It invests in sustainable growth themes such as financing clean technology solutions or improving living standards.
ISR label
Obtained in January 2019
www.lelabelisr.fr/en
SRI Fund
Carmignac Portfolio Patrimoine Europe
Carmignac Portfolio Patrimoine Europe
Mixed - European Markets
Socially responsible investment fund which deploys a flexible allocation across European bonds and equity markets. It seeks to positively contribute to society and also looks to minimize its environmental impact by having a reduced carbon footprint.
SRI Fund
Carmignac Portfolio Unconstrained EM Debt
Carmignac Portfolio Unconstrained EM Debt
Fixed Income - Emerging Markets
Socially responsible investment fund which deploys a flexible allocation across the emerging fixed income universe. It seeks to contribute positively to society and the environment, by providing capital to emerging sovereigns and corporates in order to support their development efforts on environmental, social and governance issues.
SRI Fund
Carmignac Portfolio Grandchildren
Carmignac Portfolio Grandchildren
Equities - Global Markets
Socially responsible investment fund which invests in companies across the globe that are committed towards the next generations to make a significant and measurable positive contribution to society and the environment. It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.be
ISR label
Obtained in January 2020
www.lelabelisr.fr/en
SRI Fund
Carmignac Portfolio Grande Europe
Carmignac Portfolio Grande Europe
Equities – European Markets
Socially responsible investment fund which invests in European companies that have significant and measurable positive contribution to society or the environment. It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.be
ISR label
Obtained in January 2019
www.lelabelisr.fr/en
SRI Fund
Carmignac Emergents
Carmignac Emergents
Equities – Emerging Markets
Socially responsible investment fund which invests in sustainable growth themes within emerging markets such as financing clean technology solutions or improving living standards. It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.be
ISR label
Obtained in January 2019
www.lelabelisr.fr/en
SRI Fund
Carmignac Portfolio Emergents
Carmignac Portfolio Emergents
Equities – Emerging Markets
Socially responsible investment fund which invests in sustainable growth themes within emerging markets such as financing clean technology solutions or improving living standards. It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.be
SRI Fund
Carmignac Portfolio Emerging Patrimoine
Carmignac Portfolio Emerging Patrimoine
Mixed – Emerging Markets
Socially responsible investment fund which deploys a flexible allocation across bonds, equities and currencies of emerging markets. It invests in sustainable growth themes such as financing clean technology solutions or improving living standards.
ISR label
Obtained in January 2019
www.lelabelisr.fr/en
SRI Fund
Carmignac Portfolio Patrimoine Europe
Carmignac Portfolio Patrimoine Europe
Mixed - European Markets
Socially responsible investment fund which deploys a flexible allocation across European bonds and equity markets. It seeks to positively contribute to society and also looks to minimize its environmental impact by having a reduced carbon footprint.
SRI Fund
Carmignac Portfolio Unconstrained EM Debt
Carmignac Portfolio Unconstrained EM Debt
Fixed Income - Emerging Markets
Socially responsible investment fund which deploys a flexible allocation across the emerging fixed income universe. It seeks to contribute positively to society and the environment, by providing capital to emerging sovereigns and corporates in order to support their development efforts on environmental, social and governance issues.
Thematic ESG Fund
Carmignac Portfolio Family Governed
Carmignac Portfolio Family Governed
Equities - Global Markets
Thematic ESG fund which invests in companies that have more than 10% ownership from family or founder and exhibit high governance standards. It also looks to minimize its environmental impact by having a reduced carbon footprint.
Towards Sustainability label
Obtained in February 2020
www.towardssustainability.be
ISR label
Obtained in January 2020
www.lelabelisr.fr/en
Thematic ESG Fund
Carmignac Portfolio Green Gold
Carmignac Portfolio Green Gold
Equities - Global Markets
Thematic ESG fund which invests in innovative companies that are actively addressing or contributing to climate change mitigation across the whole renewable energy and industry value chains. It looks to positively contribute to the environment by helping to transition to a lower carbon economy.

Read our ESG Integration, Exclusion, Climate, Voting and Transparency Code policies, plus our Carbon, Engagement and Voting reports.

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