Carmignac Portfolio Climate Transition FW GBP Acc

Category Sector Equity Ecology

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£125.47

arrow-up£1.53 (+1.23%)

Fund Code

CPCFA

BGP6SS8

LU0992629401

Prices updated as at 22 Apr 2024

Prices in GBP

Investment objective

The Sub-Fund‘s objective is to outperform its reference indicator over a recommended investment horizon of five years. In addition, the Sub-Fund seeks to invest sustainably for long-term growth and pursues a thematic approach for a positive environmental contribution. The Sub-Fund seeks to invest at least 60% of assets in companies whose activity contribute to climate change mitigation and climate change adaption according to EU taxonomy standards. Details on how the thematic approach is applied is described in the annex to this Prospectus and can be found on the following websites: www.carmignac.com and https://www.carmignac.lu/en_GB/responsible-investment/template-hub-sri-thematic-funds-4526 (“Carmignac Responsible Investment website”). This Sub-Fund is an actively managed UCITS. The investment manager has discretion over the composition of its portfolio, subject to the stated investment objectives and policy.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Fund status	Open
Fund type	SICAV
Fund manager	Michel Wiskirski
	131.33
	112.78
Fund comparative index	MSCI ACWI NR USD
	Specialist
	-
	1.35
	0.32
	0.00
	Sector Equity Ecology
	No
Fund provider	Carmignac Gestion Luxembourg S.A.
Share class launch date	15 Nov 2013
	£176.76m
	-
	0.00
	-
	-

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.