THE CARMIGNAC PATRIMOINE RANGE
Turnkey solutions to build your savings over the long termI was not aware of being a pioneer or that our successful formula would be copied by many of our competitors. It has become an important asset class.
![[Management Team] [Author] Carmignac Edouard](https://carmignac.imgix.net/uploads/NextImage/0001/18/c877e5988c310ee82fd1f86dd7952dddd701abd7.jpeg?auto=format%2Ccompress&fit=fill&w=3840)
Edouard Carmignac
BACK TO BASICS
A VAST INVESTMENT UNIVERSE
Gain access to multiple performance drivers (bonds, equities and currencies) to seize opportunities with no sectoral or geographical constraints.
A DYNAMIC AND FLEXIBLE APPROACH
Benefit from true flexibility to adapt rapidly to market fluctuations thanks to active management of exposures.
RISK MANAGEMENT AT THE HEART OF THE MANDATE
Manage risks with a twofold objective: cushion market falls and exploit opportunities when they arise.THE ADVANTAGES OF CARMIGNAC’S “PATRIMOINE” APPROACH
Carmignac, recognised for its strong macroeconomic convictions, has remained loyal to its investment approach since 1989 while constantly adapting to face increasingly complex environments.
The strengths of our historical tools…
… continuously refined
To face complex market configurations and continue to best serve our clients, we always strive to evolve and improve. Whether through new performance drivers or the reinforcement of our investment team, Patrimoine strategies are constantly enhanced to keep their mandate intact.
Being long-term investors, we act responsibly and fully integrate ESG criteria in our processes. We have developed a proprietary ESG system (START) that provides an internal analysis and reinforces our investment decisions.
ONE VISION, THREE STRATEGIES
- Withstand crises and identify the key market trends since 1989.
- Gain access to numerous performance drivers across the world: equities, bonds and currencies.
- Combine long-term growth and resilience with a socially responsible approach.
- A rigorous selection of innovative and quality companies with no geographical or sectoral constraints.
- Access to a variety of performance drivers: European equities and bonds.
- Benefit from a socially responsible Fund that aims to positively contribute to society and the environment.
- Access to a rich and heterogeneous universe through a socially responsible approach (SRI Label, SFDR classification: Article 8).
- Exploit decorrelations between different asset classes, geographical regions and sectors.
- Benefit from multiple performance drivers: equities, bonds and emerging currencies.
PATRIMOINE RANGE IN FIGURES
Source: Carmignac, 30/06/2024
Carmignac Patrimoine A EUR Acc
- Recommended minimum investment horizon
- 3 years
- Risk indicator*
- 3/7
- SFDR - Fund Classification**
- Article 8
*Risk Scale from the KID (Key Information Document). Risk 1 does not mean a risk-free investment. This indicator may change over time. **The Sustainable Finance Disclosure Regulation (SFDR) 2019/2088 is a European regulation that requires asset managers to classify their funds as either 'Article 8' funds, which promote environmental and social characteristics, 'Article 9' funds, which make sustainable investments with measurable objectives, or 'Article 6' funds, which do not necessarily have a sustainability objective. For more information please refer to https://eur-lex.europa.eu/eli/reg/2019/2088/oj.
Main risks of the fund
Carmignac Portfolio Patrimoine Europe A EUR Acc
- Recommended minimum investment horizon
- 3 years
- Risk indicator*
- 3/7
- SFDR - Fund Classification**
- Article 8
*Risk Scale from the KID (Key Information Document). Risk 1 does not mean a risk-free investment. This indicator may change over time. **The Sustainable Finance Disclosure Regulation (SFDR) 2019/2088 is a European regulation that requires asset managers to classify their funds as either 'Article 8' funds, which promote environmental and social characteristics, 'Article 9' funds, which make sustainable investments with measurable objectives, or 'Article 6' funds, which do not necessarily have a sustainability objective. For more information please refer to https://eur-lex.europa.eu/eli/reg/2019/2088/oj.
Main risks of the fund
Carmignac Portfolio Emerging Patrimoine A EUR Acc
- Recommended minimum investment horizon
- 5 years
- Risk indicator*
- 3/7
- SFDR - Fund Classification**
- Article 8
*Risk Scale from the KID (Key Information Document). Risk 1 does not mean a risk-free investment. This indicator may change over time. **The Sustainable Finance Disclosure Regulation (SFDR) 2019/2088 is a European regulation that requires asset managers to classify their funds as either 'Article 8' funds, which promote environmental and social characteristics, 'Article 9' funds, which make sustainable investments with measurable objectives, or 'Article 6' funds, which do not necessarily have a sustainability objective. For more information please refer to https://eur-lex.europa.eu/eli/reg/2019/2088/oj.
Main risks of the fund
MARKETING COMMUNICATION. Please refer to the KID/prospectus of the Fund before making any final investment decisions.
This material may not be reproduced, in whole or in part, without prior authorisation from the management company. It does not constitute a subscription offer, nor does it constitute investment advice. The information may be partial and may be modified without prior notice. The Management Company can cease promotion in your country anytime. Investors have access to a summary of their rights in English at the following link (paragraph 6: “Summary of investor rights”): https://www.carmignac.com/en_US/article-page/regulatory-information-1788.
Carmignac Patrimoine is a common fund in contractual form (FCP) conforming to the UCITS Directive under French law. Carmignac Portfolio Patrimoine Europe and Carmignac Portfolio Emerging Patrimoine refer to the sub-funds of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive. Access to Funds may be subject to restrictions regarding certain persons or countries. The Funds are not registered in North America, nor in South America. The Funds have not been registered under the US Securities Act of 1933. The Funds may not be offered or sold, directly or indirectly, for the benefit or on behalf of a "U.S. person", according to the definition of the US Regulation S and/or FATCA. The Funds present a risk of loss of capital. The risks, fees and ongoing charges are described in the KID (Key Information Document). The Fund's prospectus, KIDs, NAV and annual reports are available at www.carmignac.com or upon request to the Management Company. • In Switzerland, the Fund’s prospectus, KIDs and annual reports are available at www.carmignac.ch or through our representative in Switzerland, CACEIS (Switzerland), S.A., Route de Signy 35, CH-1260 Nyon. The paying agent is CACEIS Bank, Paris, succursale de Nyon / Suisse, Route de Signy 35, 1260 Nyon. The KID must be made available to the subscriber prior to subscription.