Carmignac Portfolio Patrimoine F GBP AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 4.60 | -9.77 | 5.01 | 19.79 | -6.46 | -3.63 | 0.29 | 4.07 |
+/- Category | -4.02 | -3.92 | -1.22 | 11.64 | -9.09 | 4.38 | -5.52 | 1.43 |
+/- Category Index | - | - | - | 9.68 | -11.06 | 3.68 | -8.11 | 0.77 |
% Rank in Category | 92 | 91 | 63 | 2 | 99 | 13 | 96 | 19 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.47 | -1.02 | -0.37 |
1 Week | -1.80 | -1.54 | -0.59 |
1 Month | 1.00 | 2.25 | 1.62 |
3 Months | 5.18 | 2.08 | 2.55 |
6 Months | 8.10 | 0.02 | 0.14 |
YTD | 3.66 | 2.20 | 2.36 |
1 Year | 4.61 | -0.32 | -1.78 |
3 Years Annualised | -1.63 | -1.58 | -3.57 |
5 Years Annualised | 3.22 | 0.82 | -0.84 |
10 Years Annualised | 3.02 | -0.64 | -2.53 |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.07 | - | - | - |
2023 | -0.79 | -2.09 | -0.48 | 3.74 |
2022 | -6.54 | -3.07 | 0.93 | 5.40 |
2021 | -3.59 | 3.22 | -1.85 | -4.23 |
2020 | -1.52 | 11.73 | 2.62 | 6.09 |
2019 | 0.20 | 6.70 | -0.52 | -1.26 |
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