Building up resilience: The new face of Patrimoine
ContinueReady for the future? After some refinements, Patrimoine has entered a new stage in its history. In association with Carmignac, Citywire explores how the French asset manager has positioned the flagship fund for the next chapter of its more than 30-year-long history while still remaining loyal to the fund’s philosophy. Take a journey to get to know the new team at the helm of Patrimoine, its old and new challenges and how it woke up to the toughest market landscape in decades.
A thematic view: How to capture the winners of today and tomorrow
Merging stock selection with top down views bears fruit for Carmignac Patrimoine fund in 2020.
Diversification: how Patrimoine does it differently
Dynamic asset allocation and an ability to invest across capital structures mean that Patrimoine’s diversification processes stand out from others.
A new duo in town: The leaders and teams behind Patrimoine
Same mandate; new leadership; improved capabilities: A new dawn for the Carmignac Patrimoine fund after 30 years
Bonds: the need for an unconstrained approach
Carmignac’s wide-spectrum bond expertise has boosted returns for Carmignac Patrimoine following the Covid-19 crisis.
A new chapter for Patrimoine: what’s next for the flagship fund?
What has changed under the new leadership of Carmignac’s flagship fund? Rose Ouahba and David Older explain how they manage the balancing act of preserving Patrimoine’s heritage while also aligning the fund with the future.
Listen
In episode #1 Citywire listens to veteran investor Didier Saint-Georges on the steps Carmignac’s flagship fund took in the height of the pandemic and how ‘flexibility’ is not just a placeholder on the fund prospectus.
Recorded as of 22.06.20. The Fund aims to outperform its reference indicator over a period exceeding three years. The composite reference indicator is comprised as follows: 50% MSCI AC WORLD NR (USD) index, and 50% Citigroup WGBI All Maturities index calculated with coupons reinvested. The Fund presents a risk of loss of capital. Morningstar category: EUR Moderate Allocation – Global. Performances are net of fees (excluding possible entrance fees charged by the distributor). The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager. Past performance is not necessarily indicative of future performance. The return may increase or decrease as a result of currency fluctuations.
The future is now for Carmignac’s flagship fund. In episode #2 Carmignac’s Axelle Pinon tells Citywire why they are focusing on themes in their stock selection process. She also reveals the decisions that have proven successful for the flagship fund.
Recorded as of 22.06.20. The Fund aims to outperform its reference indicator over a period exceeding three years. The composite reference indicator is comprised as follows: 50% MSCI AC WORLD NR (USD) index, and 50% Citigroup WGBI All Maturities index calculated with coupons reinvested. The Fund presents a risk of loss of capital.
Watch
Overcoming the greatest tests in markets
Video: Carmignac’s flagship fund has got the tools and the fuel to face the volatility and risks in these challenging times. The virtual debate looks at the conviction of Carmignac fund managers Rose Ouahba and David Older and their vision of investing for the next decades.
Has the secular growth rally only just begun?
Video: The world economy came to a screeching halt, but secular growth stocks are hitting new highs. Will their bull run continue?
It’s back to basics for Carmignac’s flagship fund
Video: Carmignac’s David Older and Rose Ouahba reveal how they go about identifying investment opportunities and explain why being selective pays off.