Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Carmignac Investissement F GBP acc Hdg

Ranked 21 out of 322 in - Global Equities over 12 months
All calculations are in GBP

Managed by

Edouard Carmignac

Edouard Carmignac roots his investment decisions in the sophisticated top-down investment philosophy he devised when he set up investment boutique Carmignac Gestion in 1989. In essence, Carmignac defines the geographical areas with the highest potential and then zooms in on the most buoyant sectors. Born in 1947, and a keen polo player, Carmignac graduated in Economics from Paris University. Prior to Carmignac Gestion he had spells with Blyth Eastman Dillon in New York and Banque Paribas in Paris. In 1984 he joined stockbrokers Hamant & Cie and subsequently played an instrumental role in the creation of the firm's fund management subsidiary, Pyramide Gestion.

Objective

The fund is an international equity fund invested in global financial markets. At least 60% of its net assets is permanently exposed to equity markets. Over the recommended investment period of 5 years, it aims to maximize performance through active and opportunistic management without any asset allocation constraints in terms of region, sector, type or market capitalization. Its main performance drivers are therefore equities but also currencies and occasionally fixed income products.

Performance

Global Equities over : 31/10/2013 - 31/10/2014
  • Rank 21/322 Total Return
  • Rank 187/322 Standard Deviation
  • Rank 236/322 Max Drawdown
Fund Name Return
19 Carmignac Pfl Investissement F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

11.3%

20 Veritas Global Focus GBP A

11.1%

21 Artemis Global Growth R Acc

11.1%

21 Carmignac Investissement F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

11.1%

23 T Rowe Global Growth Equity I GBP

11.1%

Fund Name Risk
185 Nuveen NWQ Large-Cap Value ESG I GBP

2.1

185 Dodge & Cox Worldwide Global Stock GBP Acc

2.1

187 Kames Global Equity Acc B

2.1

187 M&G International Specialist Equity GBP A Inc

2.1

187 Carmignac Investissement F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

2.1

187 Sarasin EquiSar Global Thematic GBP Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

2.1

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 7.3% -3.4% 3.8% 4.1% 2.7%
2013 15.1% 5.7% -2.0% 4.2% 6.7%
2012 5.0% 6.2% -7.7% 6.0% 1.1%
2011 -12.2% -2.1% -1.4% -9.1% 0.0%

Month by Month Performance

Returns Vs Risk

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 date30/12/2010
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN FR0010956615
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. additional investment0

Charges

Related News

Carmignac: farewell Trichet, you certainly won’t be missed!

Edouard Carmignac fury over the ECB president's reign has seen him take out full-page ads in four major European paper slamming his policies on the eve of his departure.    

Giant European fund firm Carmignac plans UK assault

The firm which manages one of Europe's biggest fund plans to open an office in the UK this year.

This fund manager conquered Europe; have you heard of him?

Edouard Carmignac has been Europe’s best-selling fund manager in recent years. On the continent it would be shocking to discover how few British investors are backing him.

Europe's top selling fund manager set to launch into UK

Europe's most talked about fund manager, Edouard Carmignac, says the UK is his next target for his top performing funds.

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