Carmignac Patrimoine

0.16%

ISIN:

FR0010135103

Bloomberg:

NAV: 5405.88 EUR +0.160% (May 21)

Termsheet:

Carmignac Gestion

Management Fee:

1.50%

Expense Ratio:

1.65%

Currency:

EUR

52-Week Range:

4,948.87 - 5,442.49

Performance:

YTD	1M	3M	1Y	3Y*	5Y*
3.3%	0.19%	-0.04%	7.5%	4.69%	6.77%

* annualised performance

Dr. Costa's Rating:

This is among the only mixed funds that didn't lose any money in 2008. It can invest up to 50% in Stocks and the rest in bonds. With 20 billion under management it is one of the biggest actively managed funds in the World. The recommended invest horizon is 3 years. Useful for investors wishing to leave the allocation to a single fund. The only usual caveat: past performance....