During our last virtual event dedicated to Carmignac Patrimoine, Rose Ouahba, David Older and Keith Ney shared their views across asset classes and revealed how they translate them into investment decisions in order to build both a performing and resilient portfolio.
Carmignac Patrimoine A EUR Acc
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.
* Risk Scale from the KIID (Key Investor Information Document). Risk 1 does not mean a risk-free investment. This indicator may change over time.