In this context, the fund delivered a positive performance, also outperforming its reference indicator.
Our portfolio of equities, bonds and alternative funds all benefited the strategy.
On the equities side, we are invested in the Carmignac Portfolio Investissement and Carmignac Portfolio Grandchildren funds.
On the bond side, we are invested in the Carmignac Portfolio Credit and Carmignac Portfolio Global Bond strategies.
Finally, in our alternative portfolio, we are invested in the Carmignac Absolute Return Europe fund and the Carmignac Portfolio Merger Arbitrage Plus fund.
Europe | 31.2 % | 46.7 % | 77.9 % |
North America | 58.0 % | 14.9 % | 72.9 % |
Latin America | 1.3 % | 15.9 % | 17.2 % |
Asia | 7.6 % | 1.6 % | 9.2 % |
Eastern Europe | - | 7.7 % | 7.7 % |
Africa | - | 6.1 % | 6.1 % |
Middle East | - | 5.0 % | 5.0 % |
Asia-Pacific | 1.9 % | 2.2 % | 4.1 % |
Total | 100.0 % | 100.0 % |
The strategy offers a balanced and diversified exposure to markets, benefiting from Carmignac's expertise in the equity, bond and alternative asset classes.”
Market environment