5069.67 € au 28/07/2010

Carmignac Patrimoine (A) ISIN : FR0010135103   

The performance of a renowned global wealth management strategy.


Carmignac Patrimoine is a mixed equity and bond fund. It has a maximum 50% exposure to international equities. Its flexible approach allied to strategic risk management gives it the capacity to generate performance in all climates. Its recommended minimum investment horizon is 3 years.
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Carmignac Patrimoine is an international equities and bonds fund invested on the global financial markets. The objective of the fund is to achieve steady absolute return through active management without regard to benchmarks, sectors, asset type or stock size. In order to reduce fluctuations in the portfolio, a minimum of 50% of assets is permanently invested in fixed income and/or money market instruments.

Outstanding , (A) 20 933 146 000 EUR
* 50% MSCI ACW (Eur) + 50% Citigroup WGBI all maturities (Eur). Rebalanced at 1 January each year.

The French-domiciled funds (FCP) are jointly audited by KPMG Audit and Cabinet Vizzavona. The Luxembourg-domiciled SICAV Carmignac Portfolio is audited by KPMG. Past performance is not a guarantee of future returns and may fluctuate over time.