Diversified strategies
Carmignac Portfolio Patrimoine
Share Class
LU0992627611
Risk Indicator
4 / 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 15/11/2013
To 25/09/2025
+ 46.2 %
+ 32.7 %
+ 19.7 %
+ 25.7 %
+ 11.2 %
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
+ 1.3 %
+ 4.4 %
+ 0.5 %
- 10.8 %
+ 11.2 %
+ 13.4 %
- 0.3 %
- 8.8 %
+ 2.7 %
+ 7.6 %
Net Asset Value
146.19 €
Asset Under Management
1 579 M €
Net Equity Exposure29/08/2025
41.2 %
SFDR - Fund Classification
Article 8
Carmignac Portfolio Patrimoine Documents
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Articles that may interest you
Patrimoine Strategy • 18 July 2025 • English
Carmignac Portfolio Patrimoine: Letter from the Fund Managers - Q2 2025
4 minute(s) read
Events • 19 June 2025 • English
Carmignac Portfolio Patrimoine: How diversification thrives amid Trump-era shocks
Speakers : Jacques Hirsch, Guillaume RigeadeDid you enjoy the fund page?