Equity strategies
Carmignac Portfolio Human Xperience
Share Class
LU2295992247
Risk Indicator
4 / 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 31/03/2021
To 25/09/2025
+ 33.6 %
-
-
+ 39.2 %
+ 3.7 %
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
-
-
-
-
-
-
+ 19.8 %
- 21.3 %
+ 23.4 %
+ 18.4 %
Net Asset Value
133.58 €
Asset Under Management
107 M €
Net Equity Exposure29/08/2025
93.7 %
SFDR - Fund Classification
Article 9
Carmignac Portfolio Human Xperience 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
Thematic equities • April 28, 2025 • English
Carmignac Portfolio Human Xperience: Letter from the Fund Manager
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Thematic equities • January 29, 2025 • English
Carmignac Portfolio Human Xperience: Letter from the Fund Manager
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