Fund News
Carmignac awarded across asset classes by Lipper 2021
1st place in Switzerland and Europe
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Length
1 minute(s) read
Refinitiv Lipper ranks top performing Funds each year. We are proud to rank 1st over 3 and 5 years across different asset classes. Carmignac Portfolio Credit ranks 1st in the Bond Global Corporates EUR category (3Y), Carmignac Portfolio Sécurité ranks 1st in the Bond EUR Short Term category (3Y), and Carmignac Profil Réactif 100 ranks 1st in the Absolute Return EUR High category over 5 years.
The three Funds also rank 1st place in Europe.
We are especially proud to be the winner for the mixed asset class category in Europe, acknowledging our expertise in managing flexible, multi-asset, balanced Funds such as our Patrimoine strategies.
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Carmignac Portfolio Credit
Access the entire credit spectrum for maximum flexibility
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Carmignac Portfolio Sécurité
Flexible, low duration solution to challenging European markets
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Carmignac Profil Réactif 100
A multi-asset class approach to financial markets
Carmignac Portfolio Credit A USD Acc Hdg
Recommended minimum investment horizon
Lower risk Higher risk
CREDIT: Credit risk is the risk that the issuer may default.
INTEREST RATE: Interest rate risk results in a decline in the net asset value in the event of changes in interest rates.
LIQUIDITY: Temporary market distortions may have an impact on the pricing conditions under which the Fund might be caused to liquidate, initiate or modify its positions
DISCRETIONARY MANAGEMENT: Anticipations of financial market changes made by the Management Company have a direct effect on the Fund's performance, which depends on the stocks selected.
The Fund presents a risk of loss of capital.
Carmignac Portfolio Sécurité AW CHF Acc Hdg
Recommended minimum investment horizon
Lower risk Higher risk
INTEREST RATE: Interest rate risk results in a decline in the net asset value in the event of changes in interest rates.
CREDIT: Credit risk is the risk that the issuer may default.
RISK OF CAPITAL LOSS: The portfolio does not guarantee or protect the capital invested. Capital loss occurs when a unit is sold at a lower price than that paid at the time of purchase.
CURRENCY: Currency risk is linked to exposure to a currency other than the Fund’s valuation currency, either through direct investment or the use of forward financial instruments.
The Fund presents a risk of loss of capital.