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Carmignac Pfl Emerging Patrimoine A EUR acc

classificato 7 su 9 di - Emerging Markets su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Xavier Hovasse

Paris-born Xavier Hovasse joined Carmignac Gestion in 2008 where he manages the Carmignac Emerging Discovery Fund with a long term defensive growth investment style. He started his career at BNP Paribas Investment Management in 1999 as an analyst and fund manager in emerging market and global equities. He studied finance at the Ecole Supérieure de Commerce de Paris (ESCP) and a CFA charterholder. Based in Paris, away from work Xavier enjoys backgammon and bridge.

Charles Zerah

Charles Zerah began his career as a fixed income portfolio manager at AXA IM in 1995, and started running emerging debt funds a year later. He joined Crédit Lyonnais AM in 1999 as a Senior Manager for the emerging bond market asset class. Following the merger of CLAM with CA-AM, Charles Zerah joined the international bond management team led by Bruno Crastes in London, where he was responsible for the overall of emerging bond markets management. Charles took over the management of Carmignac Global Bond in March 2010, and was appointed as co-manager of the newly launched Carmignac Emerging Patrimoine, a balanced emerging market fund investing across equity, fixed income and currency markets in the emerging space. Charles is responsible for the bond & currency portion of the Fund, which includes local currency as well as hard currency emerging debt. Born in 1973, Charles Zerah holds a Master’s degree in Banking and Finance and a DESS postgraduate diploma in Finance with a major in Financial Markets, from the University of Paris II Panthéon Assas.

Obiettivo

The sub-fund aims to outperform its reference indicator over a period exceeding five years. The sub-fund invests mainly in international equities and bonds of emerging countries. It offers active management on the international equity, fixed income, credit and currency markets. No more than 50% of the portfolio's net assets will be exposed to equities. Between 50% and 100% of the assets of the subfund shall be invested in fixed or variable rate bonds, transferable debt securities or treasury bills.

Performance

Emerging Markets su un periodo di : 28/02/2016 - 28/02/2017

Rendimento totale

Performance trimestrale

a 01/01/2017 Annuale T1 T2 T3 T4
2016 9,8% 0,7% 6,9% 3,5% -1,5%
2015 0,2% 12,6% -5,8% -7,3% 1,8%
2014 5,3% -1,1% 6,1% 3,6% -3,1%
2013 -13,6% 1,9% -12,3% -2,5% -1,0%
2012 14,4% 6,0% 2,7% 2,7% 2,3%
2011 -0,1% -5,0% 3,4%

Performance mensile

Rendimento vs rischio

Asset Allocation

Ripartizione dell'investimento

31/12/2016

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Azioni Dimensioni
Russian Fedrtn 4.750% 27-May-2026 6,65
Russian Fedrtn 2.500% 16-Aug-2023 6,45
Brazil 6.000% 15-Aug-2050 4,67
Argentina 7.820% 31-Dec-2033 3,96
Chile 1.500% 01-Mar-2021 3,63
Poland 3.250% 25-Jul-2025 3,63
US Treasury 0.500% 31-Jan-2017 3,57
Brazil 6.000% 15-May-2023 3,39
Mexico 4.500% 04-Dec-2025 3,36
Bahrain 7.000% 12-Oct-2028 2,79
31/12/2016

Registrato Per La Vendita In

  1. Austria
  2. Belgio
  3. Francia
  4. Germania
  5. Irlanda
  6. Italia
  7. Lussemburgo
  8. Paesi Bassi
  9. Singapore
  10. Spagna
  11. Svezia
  12. Svizzera
  13. Regno Unito

Informazioni sul fondo

  • Inizio collocamento31/03/2011
  • Dimensione share class488Mn
  • Valuta di baseEUR
  • ISIN LU0592698954

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo1
  • Investimento aggiuntivo minimo1

Commissioni

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La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).