Carmignac Patrimoine

Share Class

FR0010135103

Risk Indicator

3 / 7

Recommended Minimum Investment Horizon

3 years

Cumulative Performance since launch Cumulative Performance 10 YearsCumulative Performance 5 YearsCumulative Performance 3 YearsCumulative Performance 12 Months

From 07/11/1989 To 25/09/2025

+ 915.6 %

+ 26.1 %

+ 17.2 %

+ 24.9 %

+ 11.3 %

Calendar 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 2023Calendar Year Performance 2024

+ 0.7 %

+ 3.9 %

+ 0.1 %

- 11.3 %

+ 10.5 %

+ 12.4 %

- 0.9 %

- 9.4 %

+ 2.2 %

+ 7.1 %

Net Asset Value

777.41 €

Asset Under Management

6 369 M €

Net Equity Exposure29/08/2025

41.4 %

SFDR - Fund Classification

Article 8

Data as of: 25 Sep 2025.

Diversified strategiesCarmignac Patrimoine

Carmignac Patrimoine 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.

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