Carmignac Patrimoine

Overview

Fund Strategy Multi Asset
Fund Geography Global
Investment Advisor Carmignac Gestion
Portfolio Manager Edouard Carmignac, Rose Ouahba
Fund Currency EUR
Fund AUM €14.9b
Fund AUM (GBP) £13.1b
Fund AUM as of 10 December 2018
Fund Inception 07 November 1990
Fund Indices AH Multi Asset UCITS Index

Fund Objective

The fund’s objective is to outperform its reference indicator (MSCI AC WORLD NR, and Citigroup WGBI All Maturities Eur) over a recommended investment horizon of 3 years. The allocation of the portfolio between the different asset classes and categories of UCITS (equities, balanced, bonds, money market, etc.) based on fundamental analysis of the global macroeconomic environment and of its indicators (growth, inflation, deficits, etc.) may vary according to the manager’s expectations. As the Fund is managed on an active, discretionary basis, its asset allocation may differ substantially from that of its performance indicator.

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