Carmignac

“Carmignac Gestion. Top Holdings by value as of 2026-03-31: NVIDIA CORP - $796.0M (12%) MERCADOLIBRE INC - $431.1M (7%) S&P GLOBAL INC - $406.2M (6%) ALPHABET INC - $386.8M (6%) CENCORA INC - $345.9M (5%)”

“Carmignac scommette sulla resa silenziosa delle banche centrali.”

“Tralasciando il TER allo 0.47% ed il 3% ad ogni ingresso, che a mio avviso sarebbero già una red flag, la cosa che non mi é chiara é la seguente. Commissioni di performance 5,00% : of the difference between the annualised increase of the as…”more

“Carmignac: The Return of the Four Engines.”

“Carmignac Gestion. Top Holdings by value as of 2025-12-31: NVIDIA CORP - $678.0M (9%) MICROSOFT CORP - $513.3M (7%) S&P GLOBAL INC - $452.0M (6%) ALPHABET INC - $421.7M (6%) AMAZON.COM INC - $364.2M (5%)”

“Carmignac Gestion. Top Holdings by value as of 2025-09-30: NVIDIA CORP - $643.3M (10%) ALPHABET INC - $567.2M (8%) AMAZON.COM INC - $452.1M (7%) S&P GLOBAL INC - $350.7M (5%) MERCADOLIBRE INC - $310.3M (5%)”

“Comment battre l'inflation sur les 5 prochaines années ? Carmignac Portfolio Inflation Solution (LU2715954504).”

“„Germany's growth could double“ American tech giants aren’t the only ones delivering impressive returns. According to a Carmignac study, German companies are holding their own – and Kevin Thozet believes they could even outpace their US riv…”more

“Fund expert Édouard Carmignac relies on these European companies The founder of the fund house Carmignac explains where he continues to bet in Europe, how he views the US dollar and which stocks he would currently avoid..”

“Carmignac Pf Credit A EUR Acc - LU1623762843. Hola a todos! Alguien tiene este Fondo en cartera??? Si los bonos USA van para abajo, ¿cuales son las posibilidades de que este fondo lo haga bien?”

“Carmignac Pf Credit A EUR Acc - LU1623762843. Hi, Anyone have this fund on his portfolio?? If US debt goes down, which are the possibilities of this fund to perform OK?”