Carmignac Portfolio Sécurité F EUR Acc

Morningstar Rating™(Relative to Category)31/12/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearHighAbove Average5 star
10-Year*Above AverageAverage4 star
Overall*Above AverageAbove Average4 star
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1 Year Daily Volatility Chart (annualised)
  • Carmignac Portfolio Sécurité F EUR Acc
  • BBgBarc Euro Agg 1-3 Yr TR EUR
Volatility Measurements31/12/2019
3-Yr Std Dev5.80 %
3-Yr Mean Return0.41 %
3-Yr Sharpe Ratio-0.02
Modern Portfolio Statistics31/12/201931/12/2019
 Standard IndexBest Fit Index
 BBgBarc Euro Agg 1-3 Yr TR EUR  BBgBarc Pan Euro HY Euro TR EUR
3-Yr Beta1.420.27
3-Yr Alpha0.26-0.44
* This share class has performance data calculated prior to the inception date, 2013-11-25. This is based upon a simulated/extended track record and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(

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