The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients.

Carmignac

Asset manager Carmignac has just
launched Carmignac Portfolio Tech
Solutions, an equity fund designed to capitalise on the
long-term sustainable opportunities in the global technology
space.

The fund has a sustainable investment objective in the European
marketplace, classified under Article 9 under the Sustainable
Finance Disclosure Regulation (SFDR), the firm said in a
statement.

For more than two decades, the tech sector has been a major
driving force for equity markets globally. “With artificial
intelligence giving birth to new champions and expanding
frontiers, the sector is accelerating again, triggering the start
of a new technology cycle. Technology is at the heart of
environmental and social transitions already at work, making it a
true enabler of long-term sustainable growth,” the firm said.

The fund is managed by Kristofer Barrett, manager of the global
equity strategy. He is also a stock picker who managed a
technology equity strategy from March 2020 to February 2024
before joining Carmignac in April 2024.

Carmignac Portfolio Tech Solutions uses a blended
approach, mixing a growth-focused investment strategy with value
opportunities. The result is a flexible and concentrated
portfolio, investing in companies of all market capitalisations
and a bias towards the US and Asia to cover the full
innovation value chain, the firm said.