Patrimoine Range

A common philosophy for 3 funds of reference

Maximum exposure of 50% to equity risk

Reflecting the managers long term convictions and our thorough analysis of the economic environment, the exposure to equity risk aims at boosting or protecting the portfolio, depending on market developments.

The efficiency of a flexible and diversified management

Known for its courage and independence with more than 23 years of expertise, the Fund management team continues to demonstrate the effectiveness of an active and non-benchmarked management.

An opportunist bond management

Expressing the Fund managersanticipations towards the interest rate movements, the modified duration of the portfolio (from -4 to +10) is intended to limit interest rate variations and capture opportunities.


A double expertise, the very core of Carmignac’s management

A combination of top-down and bottom-up analysis dedicated to the search for growth.

Investment decisions result from the meeting of a global macro-economic vision (top-down) and a rigorous analysis process associated with a selection of equities and bonds (bottom-up). The synergy created within the management team through daily exchanges between fund managers and analysts allows to identify and seize the best investment opportunities.

Why invest?

Expertise

A renowned management for over 23 years benefitting a unique synergy of bond and equity managers.

Diversification

3 performance drivers (equities, bonds, currencies) to capture the investment opportunities of the most promising markets.

Flexibility

An active allocation management to adapt and generate performance in all market conditions.


Three complementary Funds

CARMIGNAC
Patrimoine
CARMIGNAC
Emerging Patrimoine
CARMIGNAC
Euro Patrimoine
Universe A global diversified fund A diversified emerging markets fund European diversified fund
Active management

Carmignac Patrimoine is a diversified fund that uses three performance drivers: international bonds, international equities and currencies. To respect its objective focusing on capital protection, we permanently invest at least 50% of its assets in fixed income and money market instruments. Its flexible allocation aims to minimise the risk of capital fluctuation by seeking the best sources of return.

Carmignac Emerging Patrimoine is a diversified fund invested in emerging markets using 3 performance drivers: bonds, equities and currencies. A minimum of 50% of the fund assets is permanently invested in fixed income and/or money market instruments. A flexible allocation enables the fund to reduce capital fluctuations while identifying the best investment opportunities. Carmignac Emerging Patrimoine is a sub-fund of the Luxembourg SICAV Carmignac Portfolio.

Carmignac Euro-Patrimoine is a diversified fund with a minimum of 75% of its assets invested in European equities and a maximum of 25% in fixed income products. The Fund's equity exposure may vary from 0% to 50% thanks to the sale of index futures.

3 performance drivers
Equities
Min.
0%
Cursor
Max.
50%

Long positions
Derivatives strategies (equity indexes)
Equities
Min.
0%
Cursor
Max.
50%

Long positions
Short positions
Derivatives strategies (equity indexes)
Bonds and Currencies
Min.
50%
Cursor
Max.
100%
Fund managers

Edouard CarmignacÉdouard
CARMIGNAC

Rose OuabhaRose
OUABHA

Simon PickardSimon
PICKARD

Charles ZérahCharles
ZERAH

Frédéric LerouxFrédéric
LEROUX

François-Joseph FURRYFrançois-Joseph
FURRY

Characteristics French Mutual Fund Sub-fund of a Luxembourg SICAV
Carmignac Portfolio
French Mutual Fund
ISIN A EUR acc : FR0010135103
ISIN E EUR acc : FR0010306142
ISIN D EUR acc : FR0011269588
ISIN A CHF acc : FR0011269596
ISIN A USD acc : FR0011269067
ISIN A EUR acc : LU0592698954
ISIN E EUR acc : LU0592699093
ISIN D EUR acc : LU0807690911
ISIN A CHF acc : LU0807690838
ISIN A USD acc : LU0592699259
ISIN A EUR acc : FR0010149179
ISIN D EUR acc : FR0011269406
ISIN A CHF acc : FR0011269547
ISIN A USD acc : FR0011269158
Recommended minimum investment horizon 3 Recommended minimum investment horizon 5 Recommended minimum investment horizon 3
Risk Scale
4
Risk Scale
6
Risk Scale
4
Publication Patrimoine range flyer
KIID Prospectus Quarterly report Fact sheet Marketing documentation KIID Prospectus Quarterly report Fact sheet Marketing documentation KIID Prospectus Quarterly report Fact sheet Marketing documentation
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This website has been designed for information purposes only. It is neither contractually binding nor does it contain investment advice. It may not be used for any purpose other than that for which it was intended and may not be reproduced, distributed or sent to third parties, either in whole or in part, without prior written permission from Carmignac Gestion. Having been simplified, the information contained in this website is inevitably partial. It may be subjective and is subject to change without notice. Access to the products and services presented in this document may be restricted for some individuals or countries. Carmignac Euro-Patrimoine is not registered in Sweden.

The capital in these funds is not guaranteed. The risks and fees relating to investment in these funds are outlined in the Prospectuses and KIIDs (Key Investor Information Document). The KIIDs, prospectuses and reports are available from Carmignac Gestion upon request or on the website: www.carmignac.com

Carmignac Gestion - Société anonyme (public limited company) with share capital of EUR 15,000,000 - RCS Paris B 349 501 676 - AMF approval no. GP 97-08 of 13 March 1997 - 24 place Vendôme - F-75001 Paris - Tel: +33 1 42 86 53 35

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