Carmignac Portfolio Patrimoine F GBP Acc HdgRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 1.36 | -9.98 | 12.32 | 13.41 | 0.13 | -7.89 | 3.98 | 7.82 |
+/- Category | -6.09 | -4.49 | -0.09 | 9.33 | -7.93 | 2.57 | -3.55 | 3.79 |
+/- Category Index | - | - | - | 8.12 | -7.86 | 1.37 | -5.28 | 2.87 |
% Rank in Category | 99 | 98 | 50 | 2 | 99 | 24 | 92 | 3 |
Trailing Returns (GBP) | 12/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.31 | -0.46 | -0.23 |
1 Week | -0.03 | -0.55 | -0.31 |
1 Month | 1.91 | 0.48 | 1.03 |
3 Months | 0.80 | -2.08 | -2.64 |
6 Months | 8.50 | 2.76 | 2.03 |
YTD | 8.21 | 3.36 | 2.45 |
1 Year | 11.89 | 1.46 | -0.29 |
3 Years Annualised | 0.00 | -1.13 | -2.68 |
5 Years Annualised | 3.90 | 0.92 | -0.01 |
10 Years Annualised | 3.27 | -0.78 | -2.29 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.77 | 1.94 | - | - |
2023 | 0.52 | 0.54 | -1.19 | 4.11 |
2022 | -6.94 | -4.57 | -0.56 | 4.31 |
2021 | 1.39 | 2.57 | -1.89 | -1.86 |
2020 | -5.83 | 8.85 | 2.86 | 7.56 |
2019 | 4.60 | 3.04 | 0.84 | 3.35 |
|
Advertisement |