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Carmignac Investissement A EUR acc

Ranked 519 out of 633 in - Global over 12 months
All calculations are in GBP unless stated

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 which benefits from our macro-economic expertise, active management and unconstrained asset allocation in terms of sectors, geographical areas and market capitalisations. The Fund aims to outperform its reference indicator over 5 years minimum. At least 60% of net assets are permanently exposed to equity markets. The Funds main performance drivers are therefore equities but also currencies and occasionally fixed income products.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.9% 3.5% 1.1%
2016 18.3% 1.0% 9.4% 6.8% 0.3%
2015 -3.8% 8.7% -5.5% -10.8% 5.1%
2014 3.0% -4.1% 0.4% 1.1% 5.8%
2013 17.2% 10.0% -1.0% 1.5% 6.0%
2012 5.7% 6.4% -7.0% 4.0% 2.7%
2011 -12.2% -2.1% -1.4% -9.1% -0.1%
2010 11.6% 3.9% -5.2% 6.3% 6.6%
2009 31.0% 1.8% 6.2% 20.0% 1.0%
2008 -7.7% -3.2% 3.0% -16.2% 10.5%
2007 30.0% -1.2% 9.2% 12.6% 7.1%
2006 8.9% 8.2% -2.6% -5.6% 9.5%
2005 44.0% 3.7% 4.1% 19.2% 11.8%
2004 2.9% 1.1% -9.3% 4.2% 7.6%
2003 32.4% 8.0% 5.5% 8.9% 6.7%
2002 10.5% -0.3% 1.3% 0.9% 8.5%
2001 -28.3% -11.5% -5.1% -26.6% 16.5%
2000 18.3% 7.6% 5.9% 4.9% -1.1%
1999 46.8% 1.9% 22.0% -4.2% 23.3%
1998 24.3% 8.4% -4.1% -12.2% 36.2%
1997 5.9% -3.7% 13.3% 13.8% -14.8%
1996 6.4% 9.1% 2.8% -4.4% -0.7%
1995 -4.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Cash and Cash Equivalents 6.87
Altice NV ORD 4.59
Celgene Corp ORD 4.52
Facebook Inc ORD 3.23
Intercontinental Exchange Inc ORD 3.13
Hermes International SCA ORD 2.97
HDFC Bank Ltd ORD 2.73
Mitsubishi UFJ Financial Group Inc ORD 2.43
Mercadolibre Inc ORD 2.41
Cemex SAB de CV DR 2.36
30/06/2017

Registered For Sale In

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

Fund Info

  • Launch date26/01/1989
  • Share Class size4,381Mn
  • Base currencyEUR
  • ISIN FR0010148981

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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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.

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