Fixed income strategies
Carmignac Portfolio Sécurité
Share Class
LU1299306321
Risk Indicator
2 / 7
Recommended Minimum Investment Horizon
2 years
Cumulative Performance since launch
Cumulative Performance 10 YearsCumulative Performance 5 YearsCumulative Performance 3 YearsCumulative Performance 12 Months
From 19/11/2015
To 20/11/2024
+ 8.5 %
0.0 %
+ 6.5 %
+ 3.8 %
+ 6.7 %
Calendar Year Performance 2014Calendar Year Performance 2015Calendar Year Performance 2016Calendar Year Performance 2017Calendar Year Performance 2018Calendar Year Performance 2019Calendar Year Performance 2020Calendar Year Performance 2021Calendar Year Performance 2022Calendar Year Performance 2023
-
- 0.3 %
+ 1.9 %
0.0 %
- 3.1 %
+ 3.6 %
+ 2.2 %
+ 0.1 %
- 4.5 %
+ 4.0 %
Net Asset Value
108.49 €
Asset Under Management
1 603 M €
Market
European market
SFDR - Fund Classification
Article 8
Carmignac Portfolio Sécurité Documents
For detailed information on the Fund, click on the desired document. On this page you can find documents related to Fund information, communications to shareholders, legal documents and ESG documents. You may view, download or share any documents displayed below.
If you have any questions, please do not hesitate to contact Carmignac for further details and assistance.
Related articles
Market Analysis • April 15, 2021 • English
Carmignac awarded across asset classes by Lipper 2021
1 minute(s) read
Did you enjoy the fund page?
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.