Funds in Focus
The Patrimoine solution:
yesterday, today and tomorrow
- Published
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Length
2 minute(s) read
Discover the Patrimoine story: its beginnings, evolution and how it became a permanent component of wealth management for investors across Europe and why it remains a relevant investment solution for the years to come.
Something quite special about Patrimoine is that it is truly a timeless investment solution.
It’s relevant today and will stay relevant over the next 30 years
Carmignac Patrimoine
Recommended minimum investment horizon
Lower risk Higher risk
Potentially lower return Potentially higher return
EQUITY: The Fund may be affected by stock price variations, the scale of which is dependent on external factors, stock trading volumes or market capitalization.
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.
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.
*For A EUR ACC share class. Risk Scale from the KIID (Key Investor Information Document). Risk 1 does not mean a risk-free investment. This indicator may change over time. The portfolios of Carmignac funds may change without previous notice. ISIN code FR0010135103
Carmignac Portfolio Emerging Patrimoine
Recommended minimum investment horizon
Lower risk Higher risk
Potentially lower return Potentially higher return
EQUITY: The Fund may be affected by stock price variations, the scale of which is dependent on external factors, stock trading volumes or market capitalization.
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.
EMERGING MARKETS: Operating conditions and supervision in "emerging" markets may deviate from the standards prevailing on the large international exchanges and have an impact on prices of listed instruments in which the Fund may invest.
The Fund presents a risk of loss of capital.
*For A EUR ACC share class. Risk Scale from the KIID (Key Investor Information Document). Risk 1 does not mean a risk-free investment. This indicator may change over time. The portfolios of Carmignac funds may change without previous notice. ISIN code LU0592698954
Carmignac Portfolio Patrimoine Europe
Recommended minimum investment horizon
Lower risk Higher risk
Potentially lower return Potentially higher return
EQUITY: The Fund may be affected by stock price variations, the scale of which is dependent on external factors, stock trading volumes or market capitalization.
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.
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.
*For A EUR ACC share class. Risk Scale from the KIID (Key Investor Information Document). Risk 1 does not mean a risk-free investment. This indicator may change over time. The portfolios of Carmignac funds may change without previous notice. ISIN code LU1744628287
