Diversified strategies

Carmignac Portfolio Inflation Solution

Share Class

LU2715954504

Carmignac Portfolio Inflation Solution fund performance

Fund performance vs. reference indicator (basis 100 - net of fees)

Data as of:  Sep 29, 2025.

Calendar Year Performance (as %)

Calendar Year Performance (as %)

Data as of:  Sep 12, 2025.
Carmignac Portfolio Inflation Solution - A EUR Acc
Reference Indicator: Eurostat Euro HICP ex tobacco index (interpolated into a daily quote)
Carmignac Portfolio Inflation Solution A EUR Acc+11.2 %+0.4 %+0.4 %+13.3 %---
Reference Indicator+1.6 %+0.2 %+0.6 %+1.9 %---
Category Average-------
Ranking (quartile)-------
Source: Carmignac at 12/09/2025.

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
4220 €
-57.80 %
4520 €
-14.68 %
Unfavourable
What you might get back after costs
Average return each year
8960 €
-10.40 %
9870 €
-0.26 %
Moderate
What you might get back after costs
Average return each year
10030 €
+0.30 %
10410 €
+0.81 %
Favourable
What you might get back after costs
Average return each year
11150 €
+11.50 %
11770 €
+3.31 %
The unfavourable scenario occurred for an investment between 05/2018 and 05/2023.
The moderate scenario occurred for an investment between 02/2016 and 02/2021.
The favourable scenario occurred for an investment between 03/2020 and 03/2025.
Source: Carmignac at Aug 31, 2025.

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