Equity strategies

Carmignac Portfolio Grande Europe

Share Class

LU2668162279

Performance Overview

Find out about historical performance, volatility and all the performance measures that will enable you to assess the Fund's past performance.

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:  31 May 2024.
Equity portfolio+2.5 %
Total+2.5 %

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:  May 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
5080 €
-49.00 %
3750 €
-17.80 %
Unfavourable
What you might get back after costs
Average return each year
7490 €
-25.00 %
9560 €
-0.90 %
Moderate
What you might get back after costs
Average return each year
10340 €
+3.00 %
13930 €
+6.90 %
Favourable
What you might get back after costs
Average return each year
13390 €
+33.90 %
18730 €
+13.40 %

The unfavourable scenario occurred for an investment between 12/2021 and 05/2024.

The moderate scenario occurred for an investment between 04/2017 and 04/2022.

The favourable scenario occurred for an investment between 10/2016 and 10/2021.

Source: Carmignac at 31 May 2024.
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.
Carmignac Portfolio is a sub-fund of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive.