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Carmignac Patrimoine A EUR acc

Ranked 1662 out of 2143 in - Flexible EUR over 12 months
All calculations are in USD unless stated

Managed by

Edouard Carmignac

Edouard Carmignac roots his investment decisions in the sophisticated top-down investment philosophy he devised when he set up investment boutique Carmignac Gestion in 1989. In essence, Carmignac defines the geographical areas with the highest potential and then zooms in on the most buoyant sectors. Born in 1947, and a keen polo player, Carmignac graduated in Economics from Paris University. Prior to Carmignac Gestion he had spells with Blyth Eastman Dillon in New York and Banque Paribas in Paris. In 1984 he joined stockbrokers Hamant & Cie and subsequently played an instrumental role in the creation of the firm's fund management subsidiary, Pyramide Gestion.

Rose Ouahba

Rose Ouahba is a portfolio manager and head of the fixed income team at Carmignac Gestion. She joined Carmignac in 2007 as a portfolio manager and became head of the fixed income team in April 2011. Prior to joining Carmignac, Rose worked at IXIS AM for seven years working across several roles. She started her career as a CDC trader in Paris in 1995 and two years later moved into global income portfolio management at Ecureuil. Rose studied a masters in Economic and Financial Sciences at the University of Paris II Panthéon-Assas, she also holds a masters degree (DESS) in Financial Engineering from the University of Paris XII.

Objective

The fund aims to outperform its reference indicator over three years. The fund is a diversified fund combining three performance drivers: international bonds, equities and currencies. At least 50% of the assets are permanently invested in fixed income and money market instruments. Its flexible allocation aims to mitigate capital fluctuation while seeking the best sources of return.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Flexible EUR over : 31/01/2017 - 31/01/2018
  • Rank 1662/2143 Total Return
  • Rank 1917/2143 Standard Deviation
  • Rank 1784/2143 Max Drawdown
Fund Name Currency Return
1661 Pfau-StrategieDepot UI USD

17.9%

1662 Carmignac Patrimoine A EUR acc USD

17.8%

1663 Eres & Sycomore Partners USD

17.8%

1663 Eres & Carmignac Patrimoine USD

17.8%

Fund Name Currency Risk
1917 Carmignac Patrimoine A EUR acc USD

8.0

1917 Gesiuris Balanced Euro, FI USD

8.0

1919 Quinconces USD

8.0

1919 M.A.P.P.I. USD

8.0

1919 Aviva Fonvalor Euro B, FI USD

8.0

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 14.0% 2.9% 6.2% 3.4% 0.9%
2016 0.9% 2.6% 0.5% 2.2% -4.3%
2015 -9.6% 0.0% -2.0% -6.8% -1.0%
2014 -4.4% -0.8% 2.1% -4.1% -1.7%
2013 8.2% 0.7% -2.9% 4.6% 5.8%
2012 7.1% 4.4% -2.7% 3.0% 2.4%
2011 -4.0% 2.4% 0.7% -5.0% -2.0%
2010 0.0% -4.2% -4.2% 8.1% 0.8%
2009 21.4% 0.4% 11.2% 8.6% 0.2%
2008 -4.9% 4.7% 0.5% -13.6% 4.6%
2007 21.0% -0.6% 5.5% 10.3% 4.6%
2006 16.8% 5.7% 4.2% -1.8% 8.0%
2005 5.2% -1.4% -2.9% 7.8% 2.1%
2004 11.3% 1.3% -5.7% 4.5% 11.5%
2003 36.6% 6.1% 10.6% 3.9% 12.1%
2002 23.9% -0.9% 11.0% 1.0% 11.5%
2001 -8.6% -7.3% -4.1% 1.2% 1.5%
2000 7.6% 2.6% -0.2% -1.1% 6.2%
1999 12.9% -4.5% 10.0% 1.5% 5.9%
1998 16.3% 3.4% -1.6% 2.4% 11.7%
1997 -3.8% -6.3% 6.1% 4.6% -7.6%
1996 11.0% 4.6% 2.0% -2.6% 6.7%
1995 9.6% 0.4% 5.4% 3.0% 0.6%
1994 -8.1% -5.0% -1.4% 3.0% -4.7%
1993 31.2% 7.4% 3.0% 6.1% 11.9%
1992 5.9% -0.4% 5.3% 9.2% -7.5%
1991 9.8% 0.2% -5.8% 6.8% 8.9%
1990 15.6% 8.4% 3.7% 3.8% -1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date07/11/1989
  • Share Class size19,323Mn
  • Base currency
  • ISIN FR0010135103

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0.1

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).