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Carmignac Patrimoine (E) ISIN : FR0010306142   


The performance of a renowned global wealth management strategy.

Carmignac Patrimoine is a diversified fund that uses three performance drivers: international bonds, international equities and currencies. To respect its objective focusing on capital protection, we permanently invest at least 50% of its assets in fixed income and money market instruments. Its flexible allocation aims to minimise the risk of capital fluctuation by seeking the best sources of return.



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Cumulative performance :

Cumulative performance

Index*
Since yesterday
YTD
1 year
2 years
3 years
5 years
Since launch

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Annualised performance

3 years
5 years
Since launch






Legal formFrench FCP (Mutual Fund)
Date of 1st NAV01/07/2006
ISINFR0010306142
Codes BLOOMBERG : CARMPAE FP
Currency of listingEUR
Income allocationAccumulation
Index50% MSCI ACW (Eur) ex-dividends + 50% Citigroup WGBI all maturities (Eur).
Frequency of listingDaily
Outstanding
4 011 354 820,00 EUR

1st best Balanced funds
palmares-bas

Gérant

  • Edouard  CarmignacEdouard Carmignac
  • Rose  OuahbaRose Ouahba

The UCITS presented hereby is authorised for distribution in Switzerland.
Not all UCITS are suitable for every investor. The risks and charges related to investing in a specific UCITS are detailed in the KIID (Key Investor Information Document) on that UCITS, which can be downloaded from this website. Carmignac Gestion asks all those concerned to study it carefully.
The KIID must be made available to the subscriber prior to purchase.
Past performance is not a reliable indicator of future results. Performance may vary over time and are not guaranteed.
Taxation depends on the situation of each client and may be subject to change.