Carmignac Portfolio Emerging Patrimoine F GBP Acc Hdg (081V)
Global Mixed Asset
Introduction to Global Mixed Asset
A portfolio that holds a number of different asset classes should provide investors with a smoother, more predictable return over time. Managers of global mixed asset portfolios will source a blend of equities, bonds, property, cash and alternative assets from around the world, aiming to tilt the portfolio to those assets they believe are most likely to do well. However, they will always keep a balance in the portfolio to ensure diversification. Find out more about Global Mixed Asset
Carmignac Gestion Group, founded in 1989 by Edouard Carmignac and Eric Helderlé, is a leading asset manager in Europe today. With nearly 50bn EUR of assets under management, the firm offers 24 global, specialised and diversified funds.
Carmignac Portfolio Emerging Patrimoine F GBP Acc Hdg
The sub-fund aims to outperform its reference indicator over a period exceeding five years.
|Fund Size (£M)||835.42|
|Fund Manager||Xavier Hovasse|
|Fund Sector||Mixed Asset - Balanced|
The tax treatment of investments is subject to tax law and HMRC practice which are subject to change. The value of investments may be affected by exchange rate movements where the underlying investments are not denominated in Pounds Sterling.
OEICs and Unit Trusts
OEICs and Unit Trusts
|Name||1 Year (%)||3 Years (%)||5 Years (%)||Discount||NAV|
|Ashmore Global Opportunities GBP||0.23||48.20||12.08||-32.53||5.70||Buy|
|Ashmore Global Opportunities USD||-1.21||34.12||2.65||-38.24||5.95||Buy|
|Blue Planet Investment Trust PLC ORD 1P||28.37||71.44||184.96||-8.15||53.89||Buy|
|Capital Gearing Trust plc||6.33||22.79||17.65||1.31||3,894.00||Buy|
|EPE Special Opportunities||24.49||162.93||449.53||-29.52||432.72||Buy|
|Establishment Investment Trust||16.18||35.46||27.70||-18.87||266.25||Buy|
|Livermore Investments Group Limited Ord NPV||41.18||69.72||204.93||-||-||Buy|
|Miton Global Opportunities PLC||35.93||82.25||119.67||1.65||281.48||Buy|
|P2p Global Investments PLC Ord GBP0.01||10.41||-15.15||-||-17.35||980.00||Buy|
|Ruffer Investment Company||1.85||15.80||26.57||2.99||228.18||Buy|
|Seneca Global Income & Growth Trust||14.23||44.69||94.13||1.41||171.34||Buy|
|St Peter Port Capital||-24.62||-75.52||-80.77||-||-||Buy|
|UIL ZDP 2018||1.69||15.38||42.53||4.53||150.68||Buy|
|UIL ZDP 2020||8.18||31.39||-||13.82||126.41||Buy|
|UIL ZDP 2022||14.22||-||-||14.02||109.19||Buy|
|UIL ZDP 2024 3.8025P (DI)||-||-||-||5.31||100.42||Buy|
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25 Years Brochure
The flagship product Carmignac Patrimoine, was launched in 1989 with a heavy emphasis on emerging and international markets.
The fund has consistently demonstrated its long-term resilience, especially in periods of sharp decline. This robustness confirms Carmignac Gestion’s ability to reconcile performance with risk management.