Video
A Fund focused on Compounders
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We are convinced that, as investors, it is our responsibility to create both financial and extra-financial value for our clients through a sustainable approach.
FP Carmignac Global Equity Compounders seeks to capture the long-term compounding effect through investing in quality companies. Across a structured and quantifiable investment process, the Fund identifies Compounders, companies that reinvest their earnings to develop their businesses, allowing them to remain profitable over time.
Discover the investment strategy of FP Carmignac Global Equity Compounders presented by the portfolio managers.
FP Carmignac Global Equity Compounders A GBP ACC
Recommended minimum investment horizon
Lower risk Higher risk
Potentially lower return Potentially higher return
EQUITY: The Fund may be affected by stock price variations, the scale of which is dependent on external factors, stock trading volumes or market capitalization.
CURRENCY: Currency risk is linked to exposure to a currency other than the Fund’s valuation currency, either through direct investment or the use of forward financial instruments.
DISCRETIONARY MANAGEMENT: Anticipations of financial market changes made by the Management Company have a direct effect on the Fund's performance, which depends on the stocks selected.
The Fund presents a risk of loss of capital.
FP Carmignac Global Equity Compounders A GBP ACC
| 2019 | 2020 | 2021 | 2022 | 2023 |
2024 (YTD) ? Year to date |
|
|---|---|---|---|---|---|---|
| FP Carmignac Global Equity Compounders A GBP ACC | - | +23.05 % | +22.62 % | -19.02 % | +20.98 % | +16.16 % |
| Reference Indicator | - | +19.85 % | +22.94 % | -7.83 % | +16.81 % | +15.52 % |
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| 3 Years | 5 Years | 10 Years | |
|---|---|---|---|
| FP Carmignac Global Equity Compounders A GBP ACC | +5.76 % | - | - |
| Reference Indicator | +8.66 % | - | - |
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Source: Carmignac at 31/10/2024
| Maximum subscription fees paid to distributors : | 0,00% |
| Redemption Fees : | 0,00% |
| Ongoing Charges : | 0.90% |
| Conversion Fee : | - |
| Management Fees : | 0,82% |
| Performance Fees : | 0,00% |