Carmignac and WisdomTree Expand European Investment Offerings

Carmignac Portfolio Invest Europe aims to capture structural growth by targeting companies with strong competitive positions and transformation potential. Managed by Frederic Jeanmaire, who joined the firm earlier this year, the fund employs a high-conviction approach that includes Emerging Europe. Jeanmaire previously managed a pan-European equity strategy that delivered a 217.8 percent net return over his tenure, significantly outperforming the MSCI Europe Index. The new vehicle is classified as an Article 8 fund under the Sustainable Finance Disclosure Regulation, signaling a focus on environmental and social integration.

WisdomTree is addressing currency risk with its new Physical Silver EUR Daily Hedged and GBP Daily Hedged ETCs, now available on Börse Xetra, Borsa Italiana, and the London Stock Exchange. With a management fee of 0.25 percent and a hedging cost of 0.10 percent, these products provide exposure to a metal that bridges precious and industrial demand. According to Nitesh Shah, head of commodities and macroeconomic research at WisdomTree, silver remains a critical component for portfolios due to its role in energy transition technologies like solar panels and electric vehicles, even as investors navigate ongoing macroeconomic uncertainty.