Fixed income strategies
Carmignac Credit 2029
Share Class
FR001400KAV4
Risk Indicator
2 / 7
Recommended Minimum Investment Horizon
5 years
Net Asset Value
107.4 €
Asset Under Management
202 M €
Market
Global market
SFDR - Fund Classification
Article 8
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 data not yet available
Due to European regulations, we are not permitted to show the performance of the Funds as it does not have a one year track record yet.
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Calendar Year Performance (as %)
Calendar Year Performance (as %)
Data as of: 30 Apr 2024.- Carmignac Credit 2029 - A EUR Acc
- Reference Indicator: -
| Carmignac Credit 2029 A EUR Acc | - | - | - | - |
| Reference Indicator | - | - | - | - |
| Category Average | - | - | - | - |
| Ranking (quartile) | - | - | - | - |
Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor). Morningstar Rating™ : © Morningstar, Inc. All Rights Reserved. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Source: Carmignac at 30/04/2024.
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: 30 Apr 2024.Bond Portfolio+0.4 %
Currency Derivatives-0.2 %
Total+0.2 %
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 and Average Annual Return
Data as of: Mar 2024.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
8260 €
-17.00 %
8090 €
-4.20 %
Unfavourable
What you might get back after costs
Average return each year
9150 €
-9.00 %
10000 €
-
Moderate
What you might get back after costs
Average return each year
10220 €
+2.00 %
10790 €
+1.50 %
Favourable
What you might get back after costs
Average return each year
11190 €
+11.90 %
12200 €
+4.10 %
The unfavourable scenario occurred for an investment between 02/2016 and 02/2021.
The moderate scenario occurred for an investment between 10/2017 and 10/2022.
The favourable scenario occurred for an investment between 02/2019 and 02/2024.
Source: Carmignac at 31 Mar 2024.
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Reference to certain securities and financial instruments is for illustrative purposes to highlight stocks that are or have been included in the portfolios of funds in the Carmignac range. This is not intended to promote direct investment in those instruments, nor does it constitute investment advice. The Management Company is not subject to prohibition on trading in these instruments prior to issuing any communication. The portfolios of Carmignac funds may change without previous notice.
The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager.
The Fund is a common fund in contractual form (FCP) conforming to the UCITS Directive under French law.