Diversified strategies

Carmignac Patrimoine

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Carmignac Patrimoine 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.

Fund information documents

Monthly Factsheet (including ESG data)
PDF Format
Document Versions
Product Sheet
PDF Format

Communication to shareholders

Notice to shareholders
PDF Format

Legal documents

KID
PDF Format
Prospectus
PDF Format
Semi-annual report
PDF Format
Document Versions
Annual Report
PDF Format
Document Versions

ESG documents

SFDR Pre-contractual disclosures
PDF Format
Energy Climate Law Report (Article 29)
Fund Sustainability-related disclosure
PDF Format
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.

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