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Carmignac Portfolio Patrimoine A Chf Acc Hdg (0P000171LS)

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103.040 -0.100    -0.10%
13/11 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 1.4B
Type:  Fund
Market:  Switzerland
ISIN:  LU1299305513 
Asset Class:  Equity
Carmignac Portfolio Patrimoine A CHF Acc Hdg 103.040 -0.100 -0.10%

0P000171LS Overview

 
On this page you'll find an in-depth profile of Carmignac Portfolio Patrimoine A Chf Acc Hdg. Learn about the key management, total assets, investment strategy and contact information of 0P000171LS among other information.
Category

CHF Moderate Allocation

Total Assets

1.4B

Expenses

1.81%

Inception Date

Nov 19, 2015

Investment Strategy

The Sub-Fund’s objective is to outperform its reference indicator over a recommended investment horizon of three (3) years. The search for performance involves flexible, discretionary management on equity, fixed income, foreign exchange and credit markets, based on the manager's expectations of how economic and market conditions will evolve. The Sub-Fund may adopt a defensive strategy if the markets are expected to perform negatively. In addition, the Sub-Fund seeks to invest sustainably for long-term growth and implements a socially responsible investment approach. This Sub-Fund is an actively managed UCITS. The investment manager has discretion over the composition of its portfolio, subject to the stated investment objectives and policy.

Contact Information

Address 7, rue de la Chapelle
Luxembourg, L-1325
Luxembourg
Phone +352 46 70 60-62

Top Executives

Name Title Since Until
Kristofer Barrett - 2024 Now
Guillaume Rigeade - 2023 Now
Christophe Moulin - 2023 Now
Eliezer Ben Zimra - 2023 Now
Jacques Hirsch Research Director 2023 Now
Biography Prior to joining Ruffer in 2011, he spent over ten years in fund management and macro research at firms including Goldman Sachs, GLG Partners and Fulcrum Asset Management. He graduated from École Centrale Paris in 1999 and holds an MSc in Mathematics from Oxford University. He is co–manager of Ruffer Total Return International.
David Older - 2019 2024
Rose Ouahba - 2013 2023
Biography Maîtrise en Sciences économiques et Finance, Université Paris II Panthéon-Assas * 1994 : DESS en ingénierie financière, Université Paris XII * Expérience professionnelle * 1995-1997 : Intermédiation sur taux courts, change et produits structurés (CDC, Paris) * 1998-1999 : Gérante de portefeuille junior de fonds obligataires globaux (Ecureuil Gestion, Paris) * 2000-2005 : Gérante de portefeuille obligataire senior (IXIS Asset Management, Paris) * 2005-2007 : Gérante de portefeuille obligataire en charge de la diversification des stratégies (IXIS Asset Management, Paris) * 2007 : Equipe CDO, développement d'un processus d'allocation d'actifs au travers de crédits structurés (IXIS Asset Management, Paris) * 2007-2011 : Gérante de portefeuille - produits de taux (Carmignac Gestion, Paris) * Depuis avril 2011 : Responsable de la gestion Taux (Carmignac Gestion, Paris)"
Keith Ney co-Portfolio Manager 2021 2023
Biography 8 years of Long/Short experience, 9 years of investment experience Oct 2006 to present: Carmignac Gestion, Co-Portfolio Manager Sep 2005-Oct 2006: Carmignac Gestion, Analyst, Global Equities 2005: Fincapital, Paris, Long/Short Hedge Fund Analyst, European Equities 1999-2005: Lawndale Capital Management, San Francisco, Long/Short Hedge Fund Analyst, American Equities BS in Business Administration, University of California, Berkeley
Edouard Carmignac Founder, President, Chairman 2013 2019
Biography Président –Gérant global 1972 : MBA Université de Columbia 1972-1974 : Analyste chez Blyth Eastman Dillon New York 1975-1976 : Paribas - Opérations Financières Internationales 1977-1983 : Sous-Directeur, Banque de la Société Financière Européenne – Financements hors bilan, domaine énergétique et minier 1984 : Président de Pyramide Gestion, filiale d’Hamant et Cie. 1985 : Agent de change et Directeur Général de la charge Hamant-Carmignac Janvier 1989 : Fondateur et Président de Carmignac Gestion.
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