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Carmignac Portfolio Patrimoine A Eur Ydis (0P000171LU)

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104.960 +0.150    +0.14%
19/12 - Delayed Data. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 1.4B
Type:  Fund
Market:  Luxembourg
Issuer:  Carmignac Gestion Luxembourg
ISIN:  LU1299305356 
Asset Class:  Equity
Carmignac Portfolio Patrimoine A EUR Ydis 104.960 +0.150 +0.14%

0P000171LU Overview

 
Find basic information about the Carmignac Portfolio Patrimoine A Eur Ydis mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000171LU MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.31%
Prev. Close104.81
Risk Rating
TTM Yield1.52%
ROE26.47%
IssuerCarmignac Gestion Luxembourg
TurnoverN/A
ROA12.76%
Inception DateNov 19, 2015
Total Assets1.4B
Expenses1.81%
Min. Investment1
Market Cap210.34B
CategoryEUR Moderate Allocation - Global
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Carmignac Portfolio Patrimoine A Eur Ydis Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1068 1004 1099 981 1119 1143
Fund Return 6.81% 0.42% 9.93% -0.62% 2.27% 1.34%
Place in category 2412 2903 2443 2315 1570 1023
% in Category 79 92 79 89 71 88

Top Equity Funds by Carmignac Gestion Luxembourg S.A.

  Name Rating Total Assets YTD% 3Y% 10Y%
  LU0099161993 788.37M 11.35 1.71 7.04
  Carmignac LongShortEur Eq F EUR Acc 565.7M 16.89 3.18 5.67
  Carmignac LongShortEur Eq A EUR Acc 565.7M 16.54 2.63 -
  Carmignac LongShortEur Eq E EUR Acc 565.7M 16.27 2.04 -
  CarmignacEmergentsA EUR Acc 376.33M 4.55 -1.74 4.53

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AllianzIncome Growth P H2EUR 49.96B 10.26 0.15 5.40
  AllianzIncome Growth A H2EUR 49.96B 9.66 -0.38 4.79
  AllianzIncome Growth IT H2EUR 49.96B 10.41 0.29 5.48
  AllianzIncome Growth CT H2EUR 49.96B 8.93 -1.18 3.93
  AllianzIncome Growth RT H2EUR 49.96B 10.24 0.11 -

Top Holdings

Name ISIN Weight % Last Change %
2 Year Treasury Note Future Dec 24 - 25.31 - -
5 Year Treasury Note Future Dec 24 - 14.88 - -
  Italy 3.5 15-Jan-2026 IT0005514473 4.30 101.180 -0.05%
Italy (Republic Of) 0% IT0005596538 3.98 - -
  Taiwan Semicon TW0002330008 3.97 1,080.00 +4.35%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
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