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Carmignac Portfolio Global Bond Accumulation - Class FW (GBP)

Sell:14,548.00p Buy:14,548.00p Change: 1.00p (0.01%)
Prices as at 23 December 2024
Sell:14,548.00p
Buy:14,548.00p
Change: 1.00p (0.01%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 23 December 2024
Sell:14,548.00p
Buy:14,548.00p
Change: 1.00p (0.01%)
Prices as at 23 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Funds in this sector can invest in government and corporate bonds issued globally. And they can often be denominated in overseas currencies. Foreign currencies boost performance if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true when sterling strengthens. These funds can be very different from each other. Some focus on generating income, others try to shelter investors' money during the bad times and might not generate any income. We think there are only a handful of investors with the skill to successfully manage a fund in this sector.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

24/12/19 to 24/12/20 24/12/20 to 24/12/21 24/12/21 to 24/12/22 24/12/22 to 24/12/23 24/12/23 to 24/12/24
Annual return 10.58% -5.54% 0.84% 1.72% -2.64%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Julien Chéron
Manager start date: 15 September 2022
Manager located in:

Julien Chéron is Fund Manager in the Fixed Income team. Julien entered Carmignac in 2009, he was first appointed as Quantitative analyst in the Cross Asset team in 2012 and became Fund Manager in 2017. Before, he worked at CDC Ixis between 2002 and 2006, at first in the Capital Markets entity where he was in charge of the risk management, specialized in equity derivatives. Then, he joined the Corporate & Investment Banking entity as a quantitative analyst, specialized in equity and credit derivatives. In 2006, he joined Anakena Finance as Risk Manager. Julien holds a Master's degree in Applied Mathematics and a Master's degree in Financial statistics and random variable modeling from the UPMC University, Paris.

Manager Name: Abdelak Adjriou
Manager start date: 1 July 2021
Manager located in: TBC

Abdelak brings a solid global fixed income fund management experience with a flexible and active investment style. He joins Carmignac today from American Century Investment, where he has launched the Emerging Markets total return strategy and looked after Forex overlays for the whole fixed income range (USD 800 million of assets under management). In 2018, he was also entrusted with the management of a USD 1.2 billion unconstrained bond fund mandate. Previously, Abdelak started his career by joining IBM in the United States in January 2001 and worked as a developer. In 2005, he joined HSBC Asset Management in Paris, first as a quantitative analyst in charge of hedging solutions. He then managed an Absolute Return Fund in developed markets before moving to New York to manage a total Return Emerging Market fund. Abdelak Adjriou holds a Master's Degree in Stochastic Calculus from Jussieu Paris VII and a Master's Degree in Computer Science from ESSI (ENSI Group).

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account