Carmignac Portfolio Patrimoine F GBP Acc Hdg

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£159.52

arrow-down£-0.78 (-0.49%)

Fund Code

CPPFH

BGP6TG3

LU0992627967

Prices updated as at 15 Dec 2025

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.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Carmignac Gestion Luxembourg S.A.

Fund launch date

15 Nov 2013

Domicile

Luxembourg

UCITS

Yes

Lead manager

Guillaume Rigeade

Lead manager start date

20 Sep 2023

Lead fund manager biography

Guillaume Rigeade joined Carmignac in 2019 as a fund manager in the fixed income team, responsible for the co-management of Carmignac Portfolio Flexible Bond. In September 2023, Guillaume was promoted to co-Head of Fixed Income with joint responsible for the fixed income element of Carmignac Patrimoine. He is a member of the Strategic Investment Committee. He started his career at Sinopia Asset Management in 1999 as Fixed Income Portfolio Manager, before being appointed Deputy Head of Fixed Income in 2004. From 2007 to 2009, he was as Senior International Fixed Income Portfolio Manager at Société Générale Asset Management. He joined Edmond de Rothschild Asset Management in 2009 as Global Macro Fund Manager, was appointed Fixed Income Fund Manager in 2012 and then was promoted Deputy CIO in 2019. Guillaume is a chartered actuary from the University of Paris Statistics Institute.

Lead manager

Eliezer Ben Zimra

Lead manager start date

20 Sep 2023

Lead fund manager biography

Head office

7, rue de la Chapelle

Luxembourg

L-1325

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