Carmignac Portfolio Patrimoine F GBP AccRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 19.8 | -6.5 | -3.6 | 0.3 | 3.0 | |
+/-Cat | 11.6 | -9.1 | 4.4 | -5.5 | -1.9 | |
+/-B’mrk | 9.7 | -11.1 | 3.7 | -8.1 | -4.4 | |
Category: EUR Moderate Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 05/12/2024 | GBP 131.80 | |
Day Change | -0.45% | |
Morningstar Category™ | EUR Moderate Allocation - Global | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | LU0992627884 | |
Fund Size (Mil) 05/12/2024 | EUR 1417.47 | |
Share Class Size (Mil) 05/12/2024 | GBP 0.26 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.15% |
Morningstar Research |
Analyst Report | 31/10/2024 Morningstar Manager Research, Morningstar, Inc |
A new portfolio manager duo has been at the helm of Carmignac Patrimoine since January 2019. They passed their first big test in the early-2020 turbulence successfully, but there’s still plenty of road ahead to prove that they can execute this... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Carmignac Portfolio Patrimoine F GBP Acc |
The Sub-Fund’s objective is to outperform its reference indicator over a recommended investment horizon of three (3) years. The search for performance involves flexible, discretionary management on equity, fixed income, foreign exchange and credit markets, based on the manager's expectations of how economic and market conditions will evolve. The Sub-Fund may adopt a defensive strategy if the markets are expected to perform negatively. In addition, the Sub-Fund seeks to invest sustainably for long-term growth and implements a socially responsible investment approach. This Sub-Fund is an actively managed UCITS. The investment manager has discretion over the composition of its portfolio, subject to the stated investment objectives and policy. |
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Management | ||
Manager Name Start Date | ||
Guillaume Rigeade 20/09/2023 | ||
Kristofer Barrett 08/04/2024 | ||
Click here to see others | ||
Inception Date 15/11/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
20% ESTER capitalised EUR , 40% ICE BofA Gbl Govt TR USD , 40% MSCI ACWI NR USD | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Carmignac Portfolio Patrimoine F GBP Acc | 31/10/2024 |
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