Carmignac Portfolio Patrimoine Europe F EUR Acc

Qualification

ISIN: LU1744630424

Categoria Morningstar: EUR Moderate Allocation

Società: Carmignac

The sub-fund objective is to outperform its Reference Indicator over a
recommended minimum investment period of 3 years.The search for
performance involves flexible, discretionary management on equity, fixed
income, credit, as well as to a lesser extent foreign exchange markets, and the
manager’s expectations of how economic, corporate, and market conditions will
evolve. The sub-fund may adopt a defensive strategy if the markets are expected to perform negatively.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 22,76 3 anni: 10,79 5 anni: - Inizio: 10,15 2021: 5,21 2020: 14,54 2019: 19,30 2018: -4,27 2017: -
Rendimento annuo: Categoria 1 anno: 18,83 3 anni: 3,73 5 anni: 3,76 Inizio: - 2021: 4,69 2020: 0,91 2019: 12,23 2018: -8,29 2017: 6,02
Rendimento annuo: Percentile 1 anno: 31,00 3 anni: 1,00 5 anni: - Inizio:- 2021: 43,00 2020: 1,00 2019: 6,00 2018: 8,00 2017: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 6,83 3 Sharpe Ratio: 1,59 5 Correlazione: 85,44 Beta: 0,66 Alfa: 6,53 Tracking error: 4,63 Info Ratio: 1,04
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation. Data: 2021-04-19
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation. Data: 2021-04-19