THE CARMIGNAC PATRIMOINE RANGE

Turnkey solutions to build your savings over the long term
I was not aware of being a pioneer or that our successful formula would be copied by many of our competitors. It has become an important asset class.

Édouard CARMIGNAC

Chairman and CIO

BACK TO BASICS

PATRIMOINE, AN ASSET ALLOCATION SOLUTION SINCE 1989

A VAST INVESTMENT UNIVERSE

Gain access to multiple performance drivers (bonds, equities and currencies) to seize opportunities with no sectoral or geographical constraints.

A DYNAMIC AND FLEXIBLE APPROACH

Benefit from true flexibility to adapt rapidly to market fluctuations thanks to active management of exposures.

RISK MANAGEMENT AT THE HEART OF THE MANDATE

Manage risks with a twofold objective: cushion market falls and exploit opportunities when they arise.

THE ADVANTAGES OF CARMIGNAC’S “PATRIMOINE” APPROACH

Carmignac, recognised for its strong macroeconomic convictions, has remained loyal to its investment approach since 1989 while constantly adapting to face increasingly complex environments.

The strengths of our historical tools…


**… continuously refined**

To face complex market configurations and continue to best serve our clients, we always strive to evolve and improve. Whether through new performance drivers or the reinforcement of our investment team, Patrimoine strategies are constantly enhanced to keep their mandate intact.

Being long-term investors, we act responsibly and fully integrate ESG criteria in our processes. We have developed a proprietary ESG system (START) that provides an internal analysis and reinforces our investment decisions.

ONE VISION, THREE STRATEGIES

PATRIMOINE RANGE IN FIGURES

36
Years of experience in diversified investment through our flagship strategy Carmignac Patrimoine.
7
dedicated and experienced Fund Managers.
3
distinct and complementary investment universes: international, European and emerging markets.

Source: Carmignac, 31/12/2025

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