Carmignac Portfolio Long-Short European Equities F GBP Acc HdgRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.6 | 14.0 | -4.4 | 2.0 | 12.0 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Long/Short Equity - Other | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 18/04/2024 | GBP 179.02 | |
Day Change | -0.27% | |
Morningstar Category™ | Long/Short Equity - Other | |
IA (formerly IMA) Sector | Specialist | |
ISIN | LU0992627454 | |
Fund Size (Mil) 18/04/2024 | EUR 538.13 | |
Share Class Size (Mil) 18/04/2024 | GBP 4.29 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.18% |
Investment Objective: Carmignac Portfolio Long-Short European Equities F GBP Acc Hdg |
The Sub-Fund seeks to achieve a positive absolute return over a 3-year investment horizon through capital growth. 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. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Malte Heininger 01/01/2016 | ||
Inception Date 15/11/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Carmignac Portfolio Long-Short European Equities F GBP Acc Hdg | 29/02/2024 |
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Top 5 Holdings | Sector | % |
SK Hynix Inc | Technology | 9.07 |
Prada SpA | Consumer Cyclical | 8.70 |
Sap Se | 7.86 | |
ASR Nederland NV | Financial Services | 5.67 |
Meta Platforms Inc-Class A | 5.52 | |
Increase Decrease New since last portfolio | ||
Carmignac Portfolio Long-Short European Equities F GBP Acc Hdg |