Carmignac Portfolio - Patrimoine


Fund Strategy Multi Asset
Fund Geography Global
Investment Advisor Carmignac Gestion
Portfolio Manager Rose Ouahba, David Older
Fund Currency EUR
Fund AUM €1.3b
Fund AUM (GBP) £1.1b
Fund AUM as of 16 September 2019
Fund Inception 15 November 2013
Fund Indices AH Multi Asset UCITS Index

Fund Objective

The aim of the fund is to outperform its reference indicator, 50% MSCI AC World and 50% Citigroup WGBI All Maturities. The investment policy takes into account the principle of risk spreading by means of the diversification of investments. The allocation of the portfolio between the different asset classes and categories of UCITS (equities, balanced, bonds, money market, etc.) is based on fundamental analysis of the global macroeconomic environment and of its indicators (growth, inflation, deficits, etc.) and may vary according to the manager’s expectations.

Reference Index

50% MSCI AC World/ 50% Citigroup WGBI


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