Carmignac Portfolio Patrimoine Income A CHF 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 | -5.30 | -7.41 | 7.64 | 19.32 | -3.34 | 0.17 | 3.45 | -0.38 |
+/- Category | -7.90 | -4.63 | -1.92 | 10.45 | -9.02 | 4.93 | -5.50 | -0.20 |
+/- Category Index | -8.19 | -8.75 | -2.15 | 9.46 | -11.26 | 6.71 | -12.80 | -4.12 |
% Rank in Category | 100 | 95 | 80 | 1 | 99 | 6 | 95 | 58 |
Trailing Returns (GBP) | 12/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.88 | -1.05 | -0.88 |
1 Week | -1.18 | -0.95 | -0.78 |
1 Month | -0.03 | 1.46 | 0.35 |
3 Months | -2.80 | -3.48 | -3.94 |
6 Months | -0.77 | 0.55 | -5.12 |
YTD | -2.39 | 0.64 | -4.98 |
1 Year | 3.84 | -0.47 | -8.21 |
3 Years Annualised | -0.04 | -2.43 | -5.54 |
5 Years Annualised | 2.77 | -0.76 | -2.66 |
10 Years Annualised | - | - | - |
Category: CHF Moderate Allocation | |||
Category Index: Cat 50%Citi SwissGBI&50%MSCI Wld Free NR |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.31 | 0.94 | - | - |
2023 | -1.91 | -1.12 | -0.44 | 7.13 |
2022 | -5.65 | -1.05 | 4.51 | 2.66 |
2021 | -5.97 | 3.86 | -0.73 | -0.31 |
2020 | 0.55 | 11.24 | 1.16 | 5.46 |
2019 | 0.70 | 7.15 | 1.28 | -1.50 |
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