Diversified strategies
Carmignac Portfolio Emerging Patrimoine
Share Class
LU0592699259
Risk Indicator
3 / 7
Recommended Minimum Investment Horizon
5 years
Cumulative Performance since launch
Cumulative Performance 10 YearsCumulative Performance 5 YearsCumulative Performance 3 YearsCumulative Performance 12 Months
From 31/03/2011
To 03/09/2025
+ 47.0 %
+ 68.1 %
+ 20.2 %
+ 24.2 %
+ 6.7 %
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
- 0.6 %
+ 11.0 %
+ 9.2 %
- 12.1 %
+ 21.3 %
+ 21.7 %
- 4.6 %
- 7.8 %
+ 9.3 %
+ 3.5 %
Net Asset Value
147.00 $
Asset Under Management
300 M €
Net Equity Exposure31/07/2025
41.4 %
SFDR - Fund Classification
Article 8
Carmignac Portfolio Emerging 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.
If you have any questions, please do not hesitate to contact Carmignac for further details and assistance.
Articles that may interest you
Patrimoine Strategy • July 26, 2023 • English
Carmignac P. Emerging Patrimoine: Letter from the Fund Managers
5 minute(s) read
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Reference to certain securities and financial instruments is for illustrative purposes to highlight stocks that are or have been included in the portfolios of funds in the Carmignac range. This is not intended to promote direct investment in those instruments, nor does it constitute investment advice. The Management Company is not subject to prohibition on trading in these instruments prior to issuing any communication. The portfolios of Carmignac funds may change without previous notice.
The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager.
Carmignac Portfolio is a sub-fund of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive.
The information presented above is not contractually binding and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor), where applicable. Investors may lose some or all of their capital, as the capital in the UCI is not guaranteed. Access to the products and services presented herein may be restricted for some individuals or countries. Taxation depends on the situation of the individual. The risks, fees and recommended investment period for the UCI presented are detailed in the KIDs (key information documents) and prospectuses available on this website. The KID must be made available to the subscriber prior to purchase.). The reference to a ranking or prize, is no guarantee of the future results of the UCITS or the manager.