Equity strategies

Carmignac China New Economy

Share Class

FR001400R3Z5

Performance Overview

Find out about historical performance, volatility and all the performance measures that will enable you to assess the Fund's past performance.

Performance scenarios

The figures shown include all the costs of the product itself, but may not include all the costs that you pay to your advisor or distributor. The figures do not take into account your personal tax situation, which may also affect how much you get back. What you will get from this product depends on future market performance. Market developments in the future are uncertain and cannot be accurately predicted. The unfavourable, moderate, and favourable scenarios shown are illustrations using the worst, average, and best performance of the product over the last 10 years. Markets could develop very differently in the future. This table shows the money you could get back over the next 5 years, under different scenarios, assuming that you invest 10 000 €.

Performance scenarios

Data as of:  Aug 2025.
Scenarios
If you exit after 1 year
If you exit after 5 years
Stress
What you might get back after costs
Average return each year
1070 €
-89.30 %
640 €
-42.29 %
Unfavourable
What you might get back after costs
Average return each year
4820 €
-51.80 %
4720 €
-13.94 %
Moderate
What you might get back after costs
Average return each year
9980 €
-0.20 %
11230 €
+2.35 %
Favourable
What you might get back after costs
Average return each year
20060 €
+100.60 %
31340 €
+25.67 %
The unfavourable scenario occurred for an investment between 02/2021 and 08/2025.
The moderate scenario occurred for an investment between 07/2018 and 07/2023.
The favourable scenario occurred for an investment between 02/2016 and 02/2021.
Source: Carmignac at Aug 31, 2025.

Monthly Gross Performance Contribution

The contribution to performance demonstrates the different sources of returns. The sum of these elements is equal to the performance before the deduction of management fees applicable to the portfolio for the period in question. Fees payable for the period account for the difference between the gross performance and the net performance.

Monthly Gross Performance Contribution

Data as of:  Aug 29, 2025.
Equity portfolio+7.5 %
Bond Portfolio0 %
Equity derivatives0 %
Bond derivatives0 %
Currency Derivatives0.0 %
Mutual fund0.0 %
Total+7.5 %

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