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Carmignac Pfl Commodities A EUR acc

Ranked 27 out of 28 in - Natural Resources over 12 months
All calculations are in GBP unless stated

Managed by

Michael Charles Hulme

Based in London, Michael Charles Hulme is a fund manager at Carmignac Gestion having joined the group from Lombard Odier Investment Managers in 2014. Before starting at Lombard Odier in 2010, Hulme was a portfolio manager at MFS Investment Management for eight years, and also previously worked at SG Asset Management and F&C. He studied history at the University of Cambridge and holds the IIMR designation. Away from work he enjoys the theatre, tennis and skiing.

Objective

The objective of the sub-fund is to obtain long-term asset growth by managing a portfolio of investments in diversified business segments of the commodity sector. The Sub-fund will consist mainly of shares of companies operating in the commodity sector, carrying out extraction, production, enrichment and/or treatment, as well as shares of companies specializing in energy production and services/equipment; investments may be carried out anywhere in the world. The sub-fund invests in these securities directly or indirectly through the UCITS that it holds, bearing in mind that investment in UCITS is limited to 10% of the sub-funds net assets.

Showing fund performance in United Kingdom View performance globally

Performance

Natural Resources over : 31/10/2015 - 31/10/2016

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 9.3% 12.4% 5.8%
2015 -20.4% 0.4% -7.4% -14.9% 0.6%
2014 0.6% 1.3% 6.2% -2.0% -4.5%
2013 -6.2% 1.2% -9.4% 1.4% 0.8%
2012 -12.3% 0.2% -15.5% 5.6% -1.9%
2011 -23.1% 0.6% -9.5% -22.2% 8.5%
2010 37.0% 12.3% -16.2% 19.7% 21.6%
2009 56.5% 2.9% 10.0% 25.5% 10.2%
2008 -40.2% -1.0% 16.4% -35.9% -19.0%
2007 44.7% 5.1% 13.0% 14.7% 6.2%
2006 24.0% 17.3% 1.6% -10.6% 16.3%
2005 47.7% 7.8% 4.2% 22.7% 7.2%
2004 3.5% -1.8% -12.5% 14.4% 5.2%
2003 6.7% 13.7% 19.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2016

Top 10 Holdings

Stock Size
Rio Tinto PLC ORD 4.58
Anadarko Petroleum Corp ORD 4.58
BHP Billiton PLC ORD 3.91
Newmont Mining Corp ORD 3.44
Emerson Electric Co ORD 3.32
Lundin Mining Corp ORD 3.28
Suncor Energy Inc ORD 3.19
Honeywell International Inc ORD 2.84
Siltronic AG ORD 2.84
Silver Wheaton Corp ORD 2.83
30/09/2016

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date10/03/2003
  • Share Class size518Mn
  • Base currencyEUR
  • ISIN LU0164455502

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

Related News

Carmignac commodities head steps down

The French firm has hired a manager from Lombard Odier to take over its commodities fund.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).