Equity strategies

Carmignac Portfolio Grandchildren

Share Class

LU2782951763

Performance Overview

Find out about historical performance, volatility and all the performance measures that will enable you to assess the Fund's past performance.

Performance data not yet available

Due to European regulations, we are not permitted to show the performance of the Funds as it does not have a one year track record yet.

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Performance scenarios

The figures shown include all the costs of the product itself, but may not include all the costs that you pay to your advisor or distributor. The figures do not take into account your personal tax situation, which may also affect how much you get back. What you will get from this product depends on future market performance. Market developments in the future are uncertain and cannot be accurately predicted. The unfavourable, moderate, and favourable scenarios shown are illustrations using the worst, average, and best performance of the product over the last 10 years. Markets could develop very differently in the future. This table shows the money you could get back over the next 5 years, under different scenarios, assuming that you invest 10 000 $.

Performance and Average Annual Return

Data as of:  Apr 2024.
Scenarios
If you exit after 1 year
If you exit after 5 years
Stress
What you might get back after costs
Average return each year
5090 $
-49.00 %
3630 $
-18.30 %
Unfavourable
What you might get back after costs
Average return each year
7720 $
-23.00 %
10130 $
+0.30 %
Moderate
What you might get back after costs
Average return each year
10600 $
+6.00 %
14640 $
+7.90 %
Favourable
What you might get back after costs
Average return each year
14790 $
+47.90 %
19690 $
+14.50 %

The unfavourable scenario occurred for an investment between 12/2021 and 04/2024.

The moderate scenario occurred for an investment between 07/2017 and 07/2022.

The favourable scenario occurred for an investment between 10/2016 and 10/2021.

Source: Carmignac at 30 Apr 2024.

Monthly Gross Performance Contribution

The contribution to performance demonstrates the different sources of returns. The sum of these elements is equal to the performance before the deduction of management fees applicable to the portfolio for the period in question. Fees payable for the period account for the difference between the gross performance and the net performance.

Monthly Gross Performance Contribution

Data as of:  30 Apr 2024.
Equity portfolio-2.6 %
Total-2.6 %
Reference to certain securities and financial instruments is for illustrative purposes to highlight stocks that are or have been included in the portfolios of funds in the Carmignac range. This is not intended to promote direct investment in those instruments, nor does it constitute investment advice. The Management Company is not subject to prohibition on trading in these instruments prior to issuing any communication. The portfolios of Carmignac funds may change without previous notice.
The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager.
​The information presented above is not contractually binding and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Performance is shown net of fees (excluding any subscription fees payable to the distributor). Investors may lose some or all of their capital, as the capital in the UCI is not guaranteed. Access to the products and services presented herein may be restricted for some individuals or countries. Taxation depends on the situation of the individual. The risks, fees and recommended investment period for the UCI presented are detailed in the KIDs (key information documents) and prospectuses available on this website. The KID must be made available to the subscriber prior to purchase.
Carmignac Portfolio is a sub-fund of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive.
The information presented above is not contractually binding and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor), where applicable. Investors may lose some or all of their capital, as the capital in the UCI is not guaranteed. Access to the products and services presented herein may be restricted for some individuals or countries. Taxation depends on the situation of the individual. The risks, fees and recommended investment period for the UCI presented are detailed in the KIDs (key information documents) and prospectuses available on this website. The KID must be made available to the subscriber prior to purchase.). The reference to a ranking or prize, is no guarantee of the future results of the UCITS or the manager.

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