Diversified strategies
Carmignac Portfolio Patrimoine Europe
Share Class
LU2970252958
Risk Indicator
3 / 7
Recommended Minimum Investment Horizon
3 years
Net Asset Value
100.81 £
Asset Under Management
486 M €
Net Equity Exposure31/03/2025
20.7 %
SFDR - Fund Classification
Article 8
Performance Overview
Find out about historical performance, volatility and all the performance measures that will enable you to assess the Fund's past performance.
Monthly Gross Performance Contribution
The contribution to performance demonstrates the different sources of returns. The sum of these elements is equal to the performance before the deduction of management fees applicable to the portfolio for the period in question. Fees payable for the period account for the difference between the gross performance and the net performance.
Monthly Gross Performance Contribution
Data as of: Mar 31, 2025.Equity portfolio-3.2 %
Bond Portfolio-0.3 %
Equity derivatives+0.2 %
Bond derivatives+0.1 %
Currency Derivatives+0.1 %
Mutual fund0.0 %
Total-3.1 %
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Reference to certain securities and financial instruments is for illustrative purposes to highlight stocks that are or have been included in the portfolios of funds in the Carmignac range. This is not intended to promote direct investment in those instruments, nor does it constitute investment advice. The Management Company is not subject to prohibition on trading in these instruments prior to issuing any communication. The portfolios of Carmignac funds may change without previous notice.
The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager.
Carmignac Portfolio is a sub-fund of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive.
The information presented above is not contractually binding and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor), where applicable. 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 KIDs (key information documents) and prospectuses available on this website. The KID must be made available to the subscriber prior to purchase.). The reference to a ranking or prize, is no guarantee of the future results of the UCITS or the manager.