Carmignac Profil Réactif 100 FCP ISIN FR0010149211 Profiled management

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Recommended minimum investment horizon : 5 years

At 20/08/2018
Frédéric Leroux
Cross Asset
Pierre-Edouard Bonenfant
Multi-Strategy
  • NAV : 210.34 €
  • D-1 : +0.23 %
  • YTD : -4.35 %
  • 12 Month : +0.79 %

The complexity of the financial markets means that a multi-asset class approach is needed now more than ever.

Description

Actively managed fund, chiefly invested in selected Carmignac funds composed of international equities and bonds. With at most 100% of the fund’s net assets invested in equities. It aims to generate a positive annual return while keeping annual volatility below that of its reference indicator.

Carmignac Global Strategy July 2018

  • Risky assets rallied
  • Lower oil prices
  • Pressure on core yields
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Exposure data

monthly weekly
July 2018
54.52 %
Investment rate
43.96 %
Exposure rate
0.01
Modified duration
0.05
Yield to maturity
A-
Avg. Rating
Week from 10 to 17 Aug 2018
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Management Comments

Global

July 2018

July saw a broad-based rise in equity markets, against a backdrop of favourable macro and micro data in the United States, and a temporary lull in trade tensions between Brussels and Washington. Emerging markets rallied strongly, except for China, which was hurt by the threat of new tariffs. Our equity component benefitted from our exposure to Europe via Carmignac Portfolio Grande Europe. Carmignac Portfolio Commodities also made a positive contribution to performance thanks to its selection of energy stocks. On the other hand, among our mixed investments, the consumer stocks of Carmignac Portfolio Long Short European Equities weighed on performance. Lastly, our fixed income investments benefitted from the derivative strategies of Carmignac Portfolio Capital Plus.

Weekly

Week from 10 to 17 Aug 2018

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Legal information

The information presented above is not contractually binding and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Management fees are included in performances. Investors may lose some or all of their capital, as the capital in the UCI is not guaranteed. Access to the products and services presented herein may be restricted for some individuals or countries. Taxation depends on the situation of the individual. The risks, fees and recommended investment period for the UCI presented are detailed in the KIIDs (key investor information documents) and prospectuses available on this website. The KIID must be made available to the subscriber prior to purchase.

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