CARMIGNAC'S PRIVATE ASSET EXPERTISE
Granting privileged access to diversified Private Equity opportunitiesPRIVILEGED ACCESS TO PRIVATE EQUITY
Private Equity is a sought-after asset class, having experienced steady and impressive double-digit growth over the past 10 years¹. While most of its growth has historically been driven by institutional investors, at Carmignac we believe in the importance of offering access to this asset class to a larger group of investors².
We have a strong conviction in Private Equity’s potential not only to deliver attractive and consistent returns, but also to serve as a powerful diversifier to investment portfolios given the differentiated and complementary exposure to listed markets.
Our foray into this asset class is expected to complement our existing offering, true to our commitment of pursuing attractive opportunities for our clients.
Historically resilient returns³
Private Equity has historically been a performing asset class offering attractive target returns in the long-term, while maintaining reduced volatility and offering resilience even in difficult macroeconomic environments.
Broad investment universe
With >80%⁴ of companies being privately-owned, Private Equity offers access to a broad investable universe and complementary industry exposure.
Complementary to listed markets
Private Equity’s differentiated exposure and drivers, which include the ability to actively add value alongside the management team, makes it a good diversification tool within investment portfolios alongside traditional listed assets.THE EVERGREEN STRUCTURE
Conscious of some historical challenges of Private Equity such as (i) highly illiquid nature, (ii) limited access to the asset class and blue-chip managers, (iii) complex cash management requirements, we opted for an Evergreen solution to exploit all the advantages of this open-ended structure and to tackle such challenges by providing:
- Regular liquidity optionality: Quarterly windows for investors to redeem all or part of their investment;
- Accessibility: A solution designed for all professional investors with smaller minimum subscription amounts;
- Ease of administration: Fully called from Day 1, with distributions fully reinvested, allowing investors to enjoy compounding effect.
“Carmignac has always been committed to granting its distribution partners access to sophisticated investment strategies for their clients. In this context, Private Equity is a natural evolution and we have leveraged Carmignac’s expertise to deliver a high quality investment solution”.
Edouard Boscher
COHESIVE AND FULLY ALIGNED TEAM
We have built a dedicated, experienced in-house Private Equity team, while leveraging Carmignac’s wealth of sectorial and ESG expertise and established operational capabilities.Our Private Assets team comprises four disciplined managers with diverse backgrounds and experience, driven by the ambition to make quality private investments accessible to professional investors.
Supported by Carmignac's internal capabilities, as well as an exclusive partnership with a leading Private Equity secondaries player, the team carefully selects promising investments across a broad range of sectors and target geographies to generate long-term value.
OUR SOLUTION: CARMIGNAC PRIVATE EVERGREEN
A semi-liquid, open-ended Fund offering flexibility, liquidity, and efficiency by being fully called from Day 1.
Strategic partnership with experienced private equity player to benefit from specifically selected co-investments.
Significant investments through Carmignac’s balance sheet to access opportunities at negotiated conditions while ensuring alignment of interests.
For investors looking for exposure on Private Equity, mitigating the historical challenges this asset class entails.
LIBRARY - RELATED CONTENT
Carmignac unveils first private market offering with Evergreen Strategy
Carmignac Private Evergreen A EUR ACC
- Recommended minimum investment horizon
- 5 years
- Risk indicator*
- 6/7
- SFDR - Fund Classification**
- Article 8
*Risk Scale from the KID (Key Information Document). Risk 1 does not mean a risk-free investment. This indicator may change over time. **The Sustainable Finance Disclosure Regulation (SFDR) 2019/2088 is a European regulation that requires asset managers to classify their funds as either 'Article 8' funds, which promote environmental and social characteristics, 'Article 9' funds, which make sustainable investments with measurable objectives, or 'Article 6' funds, which do not necessarily have a sustainability objective. For more information please refer to https://eur-lex.europa.eu/eli/reg/2019/2088/oj.