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LU0553824680

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Analysis and statistics

  • Open
    11.9806$
  • Previous Close
    11.9806$
  • 52 Week Change
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  • Day Range
    0.00$
  • 52 Week High/Low
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  • Dividend Per Share
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  • Market cap
    --$
  • EPS
    --
  • Beta
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  • Volume
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About

LU0553824680 refers to the Carmignac Patrimoine A EUR Acc fund. It's a subfund of the Carmignac Gestion S.A. SICAV, an investment company under Luxembourg law. The fund aims for long-term capital appreciation through flexible asset allocation across equities, bonds, and currencies, with a focus on global markets.

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Factors

Fund Performance: Past performance influences investor demand, impacting the fund's price.

Market Conditions: Overall market trends, economic indicators affect the underlying assets' value.

Sector Performance: The specific sectors the fund invests in influence its price.

Interest Rates: Interest rate changes affect bond values, indirectly affecting fund price if bond holdings exist.

Management Fees: High fees can negatively impact returns and fund attractiveness.

Expense Ratio: The fund's overall expense ratio directly affects investor returns.

Inflation: Inflationary pressures affect asset valuations, impacting fund price.

Currency Fluctuations: Exchange rate changes can affect the value of overseas assets in the fund.

Political Instability: Geopolitical events can affect market sentiment and asset valuations.

Regulatory Changes: Alterations in financial regulations can impact fund operation and returns.

Investor Sentiment: Positive or negative investor sentiment affects demand and fund price.

Fund Size: AUM size affects liquidity and ability to execute trades efficiently.

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