Carmignac Portfolio Patrimoine Europe F EUR Acc
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