Carmignac Portfolio Patrimoine F GBP Acc HdgRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 1.36 | -9.98 | 12.32 | 13.41 | 0.13 | -7.89 | 3.98 | 4.49 |
+/- Category | -6.09 | -4.49 | -0.09 | 9.33 | -7.93 | 2.57 | -3.55 | 2.63 |
+/- Category Index | - | - | - | 8.12 | -7.86 | 1.37 | -5.28 | 2.31 |
% Rank in Category | 99 | 98 | 50 | 2 | 99 | 24 | 92 | 3 |
Trailing Returns (GBP) | 22/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.39 | -0.29 | -0.10 |
1 Week | -0.33 | 0.10 | 0.52 |
1 Month | 0.78 | -1.35 | -0.69 |
3 Months | 3.07 | -0.16 | 0.27 |
6 Months | 10.00 | 2.14 | 1.96 |
YTD | 6.04 | 2.35 | 1.99 |
1 Year | 9.77 | 1.04 | -0.61 |
3 Years Annualised | -0.06 | -1.64 | -3.02 |
5 Years Annualised | 4.24 | 0.91 | -0.14 |
10 Years Annualised | 3.23 | -0.71 | -2.19 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.77 | - | - | - |
2023 | 0.52 | 0.54 | -1.19 | 4.11 |
2022 | -6.94 | -4.57 | -0.56 | 4.31 |
2021 | 1.39 | 2.57 | -1.89 | -1.86 |
2020 | -5.83 | 8.85 | 2.86 | 7.56 |
2019 | 4.60 | 3.04 | 0.84 | 3.35 |
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