Equity strategies
Carmignac Investissement
Share Class
FR0011269190
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 18/06/2012
To 06/12/2024
+ 131.5 %
+ 78.8 %
+ 63.9 %
+ 16.4 %
+ 27.5 %
Calendar Year Performance 2014Calendar 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 2023
+ 10.2 %
- 0.4 %
+ 1.4 %
+ 4.2 %
- 14.6 %
+ 24.2 %
+ 33.1 %
+ 3.6 %
- 18.7 %
+ 16.2 %
Net Asset Value
231.48 CHF
Asset Under Management
3 868 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.
Carmignac Investissement fund performance
Performance Overview
Data as of: Dec 10, 2024.Calendar Year Performance (as %)
Calendar Year Performance (as %)
Data as of: Nov 29, 2024.- Carmignac Investissement - A CHF Acc Hdg
- Reference Indicator: MSCI ACWI (USD) (Reinvested net dividends)
| Carmignac Investissement A CHF Acc Hdg | +26.0 % | +11.2 % | +61.0 % | +78.5 % |
| Reference Indicator | +30.3 % | +33.1 % | +78.8 % | +186.7 % |
| 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.From 01/01/2013 the equity index reference indicators are calculated net dividends reinvested.
Source: Carmignac at 29/11/2024.
Statistics (%)
These measures are used to assess a Fund's risk-adjusted performance. A well-performing Fund should ideally have a solid return (measured by the Sharpe ratio and alpha) relative to its risk (measured by volatility), while being well aligned with market expectations (measured by beta relative to the reference indicator).
Volatility
Data as of: Nov 29, 2024.| Fund | +15.4 % | +17.5 % | +15.5 % |
| Reference Indicator | +13.4 % | +16.2 % | +15.3 % |
Calculation : Weekly basis
Reference indicator: MSCI ACWI (USD) (Reinvested net dividends)
Source: Carmignac at Nov 29, 2024.
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 CHF.Performance and Average Annual Return
Data as of: Sep 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
1790 CHF
-82.00 %
1810 CHF
-28.95 %
Unfavourable
What you might get back after costs
Average return each year
7290 CHF
-27.00 %
8090 CHF
-4.15 %
Moderate
What you might get back after costs
Average return each year
9960 CHF
-
12670 CHF
+4.85 %
Favourable
What you might get back after costs
Average return each year
15140 CHF
+51.40 %
16280 CHF
+10.24 %
The unfavourable scenario occurred for an investment between 03/2015 and 03/2020.
The moderate scenario occurred for an investment between 08/2018 and 08/2023.
The favourable scenario occurred for an investment between 04/2016 and 04/2021.
Source: Carmignac at Sep 30, 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.