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

£133.18

arrow-up£0.44 (+0.33%)

Fund Code

CPPFA

BGP6TD0

LU0992627884

Prices updated as at 27 Mar 2024
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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.

Fund statusOpen
Fund typeSICAV
Fund managerGuillaume Rigeade, Christophe Moulin, Eliezer Ben Zimra, Jacques Hirsch, David Older
133.28
121.07
Fund comparative indexESTER capitalised EUR
Mixed Investment 20-60% Shares
-
1.15
0.28
0.00
EUR Moderate Allocation - Global
20
Fund providerCarmignac Gestion Luxembourg S.A.
Share class launch date15 Nov 2013
£1.17b
-
4.29
-
-
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.