Carmignac Portfolio Patrimoine F GBP Acc

Category EUR Moderate Allocation - Global


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£131.96

arrow-down£-1.37 (-1.03%)

Fund Code

CPPFA

BGP6TD0

LU0992627884

Prices updated as at 25 Apr 2024
|
Prices in GBP

Investment objective
The Sub-Fund’s objective is to outperform its reference indicator over a recommended investment horizon of three (3) years. The search for performance involves flexible, discretionary management on equity, fixed income, foreign exchange and credit markets, based on the manager's expectations of how economic and market conditions will evolve. The Sub-Fund may adopt a defensive strategy if the markets are expected to perform negatively. In addition, the Sub-Fund seeks to invest sustainably for long-term growth and implements a socially responsible investment approach. This Sub-Fund is an actively managed UCITS. The investment manager has discretion over the composition of its portfolio, subject to the stated investment objectives and policy.

Annual charges

Product charges
1.15
0.28
Yes
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 19 Feb 2024pdf
Fund Provider FactSheet 13 Nov 2023pdf
Annual Short Report 03 Aug 2023pdf
Annual Reports 30 Jun 2023pdf
Interim Short Report 30 Jun 2023pdf
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Important Information

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