Diversified strategies
Carmignac Portfolio Patrimoine Europe
Share Class
LU1744630424
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 29/12/2017
To 24/09/2025
+ 45.2 %
-
+ 19.1 %
+ 15.2 %
+ 3.6 %
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
-
-
-
- 4.3 %
+ 19.3 %
+ 14.5 %
+ 10.3 %
- 12.3 %
+ 2.7 %
+ 8.0 %
Net Asset Value
145.20 €
Asset Under Management
487 M €
Net Equity Exposure29/08/2025
42.0 %
SFDR - Fund Classification
Article 8
Carmignac Portfolio Patrimoine Europe 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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Articles that may interest you
Patrimoine Strategy • February 4, 2025 • English
Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers
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Patrimoine Strategy • October 15, 2024 • English
Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers
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Patrimoine Strategy • April 18, 2024 • English
Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers
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