Carmignac Portfolio Patrimoine is more than a fund, it’s a philosophy. Over the past 25 years, through a combination of journeys taken, lessons learned and the people we’ve met, our story continues to unfold. Whether old friends or new acquaintances, we look forward to enjoying the next chapter of the Patrimoine adventure with you.
At Carmignac, the word that best describes our asset management philosophy is “Patrimoine”. In English, the closest translation would be ‘heritage’. Since 1989, the concept of Patrimoine has come to represent the success and longevity of Carmignac, and our aim of achieving robust, steady performance, based on a culture of long-term wealth planning.
Our in-depth macroeconomic analysis is fundamental in determining the allocation amongst asset classes and the long-term investment themes. The portfolio’s construction is a result of Fund managers’ views and market analysis, it has no bias to any benchmark.
The ability to manage market risks effectively has been a cornerstone of Carmignac’s investment style for many years. This capability, built up over the years, was put to the test on a large scale for the first time in 2002 and then again on multiple occasions including in 2008 when Carmignac Patrimoine managed to mitigate the risk of its customers’ capital throughout highly turbulent markets.
Thanks to its global approach, flexible strategy and active management, the Fund has established itself as a suitable product for diversification and retirement savings and risk management.
Performance of the Fund since Launch
*50% MSCI ACWI (EUR) (Reinvested net dividends) + 50% Citigroup WGBI All Maturities (EUR). Quarterly rebalanced. Source: Carmignac at 30/12/2016 From 01/01/2013 the equity index reference indicators are calculated net dividends reinvested. Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor).
Teamwork, idea sharing and know-how are pillars of our quality management, supported by complementary and in-depth expertise.