Carmignac Portfolio Patrimoine F EUR AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 4.55 | -9.76 | 5.01 | 19.77 | -6.46 | -3.63 | 0.28 | 4.89 |
+/- Category | -4.06 | -3.92 | -1.22 | 11.63 | -9.08 | 4.37 | -5.53 | 2.20 |
+/- Category Index | - | - | - | 9.67 | -11.06 | 3.68 | -8.12 | 1.07 |
% Rank in Category | 92 | 91 | 63 | 2 | 99 | 13 | 96 | 17 |
Trailing Returns (GBP) | 12/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.54 | -0.48 | -0.55 |
1 Week | -0.74 | -0.73 | -0.85 |
1 Month | 1.20 | 0.37 | 0.45 |
3 Months | -1.25 | -2.25 | -3.57 |
6 Months | 5.44 | 1.06 | 0.33 |
YTD | 4.24 | 1.14 | 0.04 |
1 Year | 8.51 | -0.88 | -2.01 |
3 Years Annualised | -1.57 | -1.78 | -3.85 |
5 Years Annualised | 1.80 | -0.03 | -1.60 |
10 Years Annualised | 3.14 | -0.71 | -2.74 |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.08 | 0.79 | - | - |
2023 | -0.79 | -2.09 | -0.48 | 3.72 |
2022 | -6.54 | -3.07 | 0.92 | 5.40 |
2021 | -3.59 | 3.21 | -1.85 | -4.22 |
2020 | -1.53 | 11.72 | 2.63 | 6.08 |
2019 | 0.19 | 6.71 | -0.53 | -1.26 |
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