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Carmignac Patrimoine A EUR acc ISIN : FR0010135103   


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.

This fund does not take ESG criteria into account.



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Cumulative performance :

From 01/ 01/ 2013 the equity index reference indicators are calculated net dividends reinvested.


Cumulative performance

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

*

Annualised performance

3 years
5 years
10 years






Legal formFrench Mutual Fund
Date of 1st NAV07/11/1989
ISINFR0010135103
CodesBLOOMBERG: CARMPAT FP
Currency of listing EUR
Income allocationAccumulation
Index50% MSCI AC WORLD NR (EUR) + 50% Citigroup WGBI All Maturities (EUR). Rebalanced at 1 January each year
Frequency of listingDaily
Outstanding
25 519 336 946,89 EUR

1st best Balanced funds
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Gérant

  • Edouard CarmignacEdouard Carmignac
  • Rose OuahbaRose Ouahba

Publications

ACTUALITE

A LA UNE


The UCITS presented hereby is authorised for distribution in France.
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.