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Carmignac Pfl Capital Plus A EUR acc

Classé 9 sur 26 en - Absolute Return EUR sur 12 mois
All calculations are in EUR unless stated

Géré par

Julien Chéron

Carlos Galvis

Born in Bogota, Colombia, Carlos Galvis graduated with an MSc in Finance from the Universidad de Los Andes, and an MSc in Economics from Birkbeck College. Carlos has extensive knowledge of international bonds, currencies and absolute performance products. In 2001 he joined CAAM London where he successively worked as a macro strategist, international bond manager and senior portfolio manager of the VaR fund range. Before joining Carmignac Gestion, Carlos was head of Amundi absolute return funds in London. He joined Carmignac Gestion in 2010 and took over the management of Carmignac Portfolio Capital Plus, bringing with him extensive experience as a fund manager and global macro investor. Carlos has developed a multi-strategy approach within the fixed income team, focusing on generating returns while placing a strong emphasis on managing risk within the portfolio.

Objectif

The objective of the fund is to outperform its reference indicator, the capitalised Eonia on an annual basis. The recommended minimum investment period is 2 years.The outperformance shall be sought by taking long and/or short positions on the fixed income, currency and commodity index markets via financial instruments (forward instruments or otherwise). Strategies involving the volatility of these markets may also be implemented. The SubFund aims to keep exante annual volatility below 2.5%

Performance

Absolute Return EUR sur : 30/06/2017 - 30/06/2018

Rendement total

Performance trimestrielle

au 30/06/2018 Annuel T1 T2 T3 T4
2018 -0,8% -0,3%
2017 1,7% 0,6% 0,7% 0,1% 0,3%
2016 0,1% -0,9% 0,1% 0,2% 0,6%
2015 -0,7% 3,3% -2,5% -0,6% -0,8%
2014 2,0% 1,2% 0,3% 0,6% -0,2%
2013 3,2% 1,3% 0,3% 0,3% 1,3%
2012 4,9% 1,6% 0,6% 1,0% 1,6%
2011 1,6% 0,3% 0,6% 0,1% 0,6%
2010 2,0% 0,4% 0,5% 0,7% 0,4%
2009 0,4% 0,6% -0,2% 0,1% -0,1%
2008 1,3% 0,3% 1,2% -1,0% 0,8%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. Autriche
  2. Belgique
  3. France
  4. Allemagne
  5. Irlande
  6. Italie
  7. Luxembourg
  8. Pays-Bas
  9. Espagne
  10. Suède
  11. Suisse
  12. Royaume-Uni

Information sur le fonds

  • Date de lancement14/12/2007
  • Taille de la share class710Mn
  • Devise de base
  • Code ISIN LU0336084032

Information pour achat

  • Minimum investissement de départ1
  • Montant minimum de versements périodiques1

Frais

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).