Carmignac Patrimoine


ISIN: FR0010135103
 
Bloomberg: NAV: 653.59 EUR +0.090%
Termsheet: Carmignac Gestion
 
Management Fee: 1.50%
Expense Ratio: 1.78%
 
Currency: EUR
Asset Class: Equity Developed Markets
Investment region: World
Replication:  
 
52-Week Range: 576.62 - 719.26
 
Performance:
YTD 1M 3M 1Y 3Y* 5Y*
N/A 0.32% 0.92% N/A 7.06% 5.24%
* annualised performance
 
Dr. Costa's Rating:

This is among the only mixed funds that didn't lose any money in 2008. It can invest up to 50% in Stocks and the rest in bonds. With 20 billion under management it is one of the biggest actively managed funds in the World. The recommended invest horizon is 3 years. Useful for investors wishing to leave the allocation to a single fund. The only usual caveat: past performance....