Carmignac Pfl Patrimoine F EUR acc

Ranked 60 out of 69 in - Flexible EUR over 12 months
All calculations are in GBP unless stated

Managed by

David Older

Rose Ouahba

Rose Ouahba is a portfolio manager and head of the fixed income team at Carmignac Gestion. She joined Carmignac in 2007 as a portfolio manager and became head of the fixed income team in April 2011. Prior to joining Carmignac, Rose worked at IXIS AM for seven years working across several roles. She started her career as a CDC trader in Paris in 1995 and two years later moved into global income portfolio management at Ecureuil. Rose studied a masters in Economic and Financial Sciences at the University of Paris II Panthéon-Assas, she also holds a masters degree (DESS) in Financial Engineering from the University of Paris XII.

Objective

The SubFund objective is to outperform its Reference Indicator over a recommended investment horizon of 3 years. The search for performance involves flexible, discretionary management on equity, fixed income, foreign exchange and credit markets, based on the manager's expectations of how economic and market conditions will evolve. The SubFund may adopt a defensive strategy if the markets are expected to perform negatively. Up to 50% of Carmignac Patrimoine's net assets are exposed to equity markets, and at least 50% invested in bonds, negotiable debt securities and money market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible EUR over : 31/05/2018 - 31/05/2019
  • Rank 60/69 Total Return
  • Rank 49/69 Standard Deviation
  • Rank 60/69 Max Drawdown
Fund Name Currency Return
58 Magna Emerging Markets EUR B GBP

-4.7%

59 Parvest Flexible Multi-Asset Cl EUR Cap GBP

-5.2%

60 Carmignac Pfl Patrimoine F EUR acc GBP

-5.3%

61 M&G(LUX)Dynamic Allocation Sterling C-H ACC

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.4%

62 Agenda SICAV - Liquid Premium A Cap EUR GBP

-5.6%

Fund Name Currency Risk
47 PIMCO GIS Dynamic Multi-Asst Inst GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

6.8

48 AXA WF Global Optimal Income A C EUR GBP

6.8

49 Carmignac Pfl Patrimoine F EUR acc GBP

6.9

50 Carmignac Patrimoine A EUR acc GBP

6.9

51 AXA WF Optimal Income A Cap EUR pf GBP

7.1

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.2%
2018 -9.8% -1.7% 0.3% -1.9% -6.7%
2017 4.6% 1.8% 2.3% 0.2% 0.2%
2016 20.9% 5.4% 8.1% 5.4% 0.7%
2015 -3.8% 5.1% -7.4% -3.1% 1.9%
2014 2.0% -1.2% -0.4% 1.3% 2.4%
2013 6.3% 7.8% -2.8% -2.1% 3.6%
2012 2.4% 1.5% -0.9% 0.0% 1.7%
2011 -3.3% 0.1% 0.5% -2.1% -1.7%
2010 3.1% 2.0% -2.8% 2.6% 1.5%
2009 8.1% 0.7% -3.2% 11.8% -0.8%
2008 31.7% 4.9% 0.4% -3.6% 29.7%
2007 19.0% -0.8% 3.1% 8.7% 7.1%
2006 2.4% 4.6% -2.3% -2.8% 3.0%
2005 17.7% 0.1% 2.3% 9.2% 5.2%
2004 3.8% -1.3% -4.4% 4.7% 5.1%
2003 22.9% 8.1% 6.0% 3.2% 4.0%
2002 12.0% 1.3% 3.7% -2.1% 8.9%
2001 -6.2% -2.6% -3.0% -3.2% 2.5%
2000 16.1% 3.7% 5.1% 1.3% 5.2%
1999 16.5% -1.6% 12.6% -2.9% 8.3%
1998 15.0% 1.6% -1.2% 0.5% 14.1%
1997 0.0% -2.3% 4.7% 7.8% -9.3%
1996 0.7% 6.4% 0.3% -3.2% -2.5%
1995 10.5% -3.6% 7.9% 3.5% 2.6%
1994 -13.1% -5.3% -5.2% 0.8% -3.9%
1993 34.3% 8.0% 3.8% 6.0% 13.1%
1992 30.9% 7.4% -4.0% 16.7% 8.8%
1991 13.2% 10.6% 1.8% -1.4% 2.0%
1990 -3.5% 6.1% -2.1% -3.3% -3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Ireland
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date07/11/1989
  • Share Class size917Mn
  • Base currencyUnits
  • ISIN LU0992627611

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).