Carmignac Portfolio Patrimoine F USD Acc HdgRegister 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 | -6.57 | -2.85 | 9.89 | 11.37 | 1.26 | 4.23 | -1.19 | 8.83 |
+/- Category | -8.40 | -2.05 | -0.55 | 7.19 | -7.04 | 7.57 | -5.30 | 3.51 |
+/- Category Index | - | - | - | - | -7.26 | 6.77 | -8.58 | 2.92 |
% Rank in Category | 97 | 79 | 57 | 7 | 96 | 7 | 93 | 7 |
Trailing Returns (GBP) | 12/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.81 | -1.01 | -0.83 |
1 Week | -1.48 | -1.29 | -1.29 |
1 Month | 0.78 | 0.94 | 0.97 |
3 Months | -3.30 | -3.88 | -4.57 |
6 Months | 6.74 | 1.72 | 1.14 |
YTD | 6.34 | 1.67 | 0.95 |
1 Year | 12.29 | 0.38 | -0.97 |
3 Years Annualised | 2.75 | -0.73 | -2.04 |
5 Years Annualised | 3.95 | 0.40 | -0.85 |
10 Years Annualised | 6.85 | 0.38 | -1.27 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.79 | 1.91 | - | - |
2023 | -1.92 | -1.98 | 2.94 | -0.15 |
2022 | -4.27 | 3.51 | 8.28 | -2.86 |
2021 | 0.54 | 2.46 | 0.58 | -2.26 |
2020 | 1.37 | 9.38 | -1.51 | 1.99 |
2019 | 2.74 | 5.99 | 4.56 | -3.49 |
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