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Carmignac expands its retirement offering


Carmignac has launched new share classes of its Carmignac Portfolio Patrimoine fund offering monthly dividend payments. The aim is to pay out dividends of 5% pa, distributed monthly.

With annualised performance of 9% over 25 years and a record of minimising investors’ capital fluctuations in times of great market turbulence, Carmignac Patrimoine has earned its place as a vehicle to generate reliable long-term retirement savings.

The new share classes of the Carmignac Portfolio Patrimoine fund will adopt the same approach as Carmignac's flagship fund, Carmignac Patrimoine. This consists of flexible management underpinned by three performance drivers (international equities, international bonds and currencies) with no restrictions in terms of region, sector or market cap size, as well as Carmignac’s proven management process and investment strategy. Carmignac Patrimoine draws on the expertise of Edouard Carmignac in equity management and Rose Ouahba in bonds, as well as the experience and ideas of the entire Carmignac investment team.
In Europe, pay-as-you-go pension systems cannot guarantee collection rates that would allow pensioners to maintain living standards. These systems are subject to constant reforms in an attempt to juggle three variables: longer working lives (leading to later retirement), lower coverage rates and increased contributions.
The introduction of the new income share classes underscore Carmignac’s role as a savings manager offering products tailored to the needs of its international client base.

Carmignac’s investment approach is now available via partner distributors to a client base spanning over a million people across Europe.

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