Fund Details

Carmignac Patrimoine A EUR acc

ISIN
FR0010135103
Provider
Carmignac Gestion SA
Close Price
€829.16 *
Lipper Rating
54321
ESG Score
Characteristics
Sustainable

* Data as of 29 July 2026

Performance

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Totalp.a.
YTD+5.06%
1 Year+8.46%+8.46%
3 Years+27.95%+8.55%
5 Years+13.33%+2.53%
10 Years+28.84%+2.57%

Past performance is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise.

Key Facts

Asset ClassMixed Assets
Holdings ClassificationMixed Assets Global Large-Cap Growth
Geographical FocusGlobal
Fund Size€6,563,702,541
Total Expense Ratio1.80%
CurrencyEUR
DomicileFR
ManagementstyleActive
SFDR ArticleArticle 8

Country Exposure

United States
30.9%
Italy
13.8%
France
7.1%
Taiwan
6.3%
Netherlands
3.7%
Other
38.1%

Description

The fund's objective is to obtain, over a recommended investment horizon of three years, a performance, net of fees, above that of the fund's reference indicator. At least 25% of the fund's net assets are invested in equities, a maximum of 50% of its net assets are exposed to international equities ...

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