CARMIGNAC – MORE THAN 30 YEARS OF INDEPENDENCE AND CONVICTION
Carmignac Gestion SA
Carmignac is an independent asset management firm established in 1989 on three core principles that still stand true today: entrepreneurial spirit, human-driven insight and active commitment. We are as entrepreneurial today as we have always been; our team of fund managers keeping the freedom and courage to perform independent risk analysis, translate it into strong convictions and implement them.
Our collaborative culture of debate, on-the-ground work and in-house research means we will always enhance data analysis with human-driven insight to better manage complexity and evaluate hidden risks. We are both active managers and active partners, committed to our clients, providing transparency on our investment decisions and always be accountable for them.
With a capital entirely held by the family and staff, Carmignac is now one of Europe’s leading asset managers, operating from 7 different offices. Today, as throughout our history, we are committed to try harder and better to actively manage our clients’ savings over the long-term.
More than 30 years of independence
Founded in 1989 by Édouard Carmignac and Eric Helderlé, Carmignac is an independent investment management company and one of Europe's leaders.
- 41.7 billion euros in assets under management
- Over 2 billion euros Equity capital
- 300 employees
- 53 fund managers and analysts
- 23 investment strategies
- 15 distribution countries*
Figures as at 31.12.2021 excluding equity as at 31.12.2020. * 14 in Europe and Singapore (professional clients only).
The following product categories are offered
- Bond Multi Currency
- Emerging Markets
- Equity Growth
- Equity Regions
- Equity Value
- Fund of Funds
- Money Market
- Multi Asset
- Total Return / Absolute Return
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QUALIFIED INVESTOR ACCORDING TO ART. 10 PARA. 3,
3BIS AND 3TER
- regulated financial intermediaries such as banks, securities traders,
fund management companies and asset managers of collective
investment schemes, as well as central banks;
- regulated insurance institutions;
- public entities and retirement benefits institutions with professional
- companies with professional treasury operations;
- High-net-worth individuals may declare in writing that they wish to be
deemed qualified investors;
- Investors who have concluded a written discretionary management
agreement as defined in Article 3 Paragraph 2b and c unless they
have declared in writing that they do not wish to be deemed as such.
INDEPENDENT ASSET MANAGERS ACCORDING
TO ART. 3 PARA. 2 LIT C TO THE EXTENT THAT:
(i) The asset manager as a financial intermediary is according
to Article 2 Paragraph 3 littera e subject to the Money
Laundering Act of 10 October 1997;
(ii) The asset manager is subject to a professional code of
conduct which is recognized as a minimum standard by the
supervisory authority, and
(iii) The asset management contract contains the recognized
guidelines of a professional organization which are recognized
as a minimum standard by the supervisory authority.
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- regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective
investment schemes, as well as central banks;
- regulated insurance institutions;
- public entities and retirement benefits institutions with professional treasury operations;
- companies with professional treasury operations;
- High-net-worth individuals may declare in writing that they wish to be deemed qualified investors;
- Investors who have concluded a written discretionary management agreement as defined in Article 3 Paragraph 2b and c are deemed
qualified investors unless they have declared in writing that they do not wish to be deemed as such.
Considered as independent asset managers according to Art. 3 Para. 2 lit c CISA are:
Independent asset managers to the extent that:
(i) The asset manager as a financial intermediary is according to Article 2 Paragraph 3 littera e subject to the Money Laundering Act of 10
(ii) The asset manager is subject to a professional code of conduct which is recognized as a minimum standard by the supervisory authority,
(iii) The asset management contract contains the recognized guidelines of a professional organization which are recognized as a minimum
standard by the supervisory authority.
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Zurich, 3rd February 2014