Objectif Gestion Mondiale
Ticker
FR0000003162.PA
ISIN
FR000000316
Price
EUR 1,873.97
Change Today
+5.58 / 0.299 %
Price 1 year ago
1,515.04 / 23.691 %
Morningstar
5
52 Week Low
1,407.61
52 Week High
1,894.04
200 Day Moving Average 1,687.42
1,687.42
50-day Moving Average
1,860.90
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 22.322% |
| Average Annual Volatility | 20.182% |
| Sharpe Ratio | 1.11 |
| Sortino Ratio | 1.12 |
| Maximum Drawdown | -19.0% |
| Maximum Drawdown Date | 2011-09-29 |
| Calmar Ratio | -0.81 |
Company information
Summary
L’objectif de gestion de la SICAV, sur la durée de placement recommandée, vise à obtenir une performance supérieure à l’indice composite suivant : 50% Eurostoxx et 50% Eonia capitalisé. L’indice est rebalancé semestriellement et ses constituants sont exprimés en euro, ils s’entendent dividendes ou coupons nets réinvestis.
Market
US
Category
Foreign Large Growth
Expense Ratio
1.92%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Industrials | 20.03% |
| Technology | 12.53% |
| Consumer cyclical | 12.50% |
| Financial services | 12.22% |
| Consumer defensive | 11.28% |
| Basic materials | 10.75% |
| Healthcare | 7.77% |
| Realestate | 7.28% |
| Communication services | 2.48% |
| Energy | 2.31% |
| Utilities | 0.84% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000003162.PA | Objectif Gestion Mondiale | FR000000316 | YHD | 1.92% | 5 | ||
| FR0000988172.PA | Coupole IM Excellence Multigestion - Coupole IM Multi Prudence | FR000098817 | YHD | 2.08% | 5 | ||
| FR0000988180.PA | Coupole IM Excellence Multigestion - Coupole IM Multi Audace | FR000098818 | YHD | 3.01% | 5 | ||
| FR0007010632.PA | CamGestion EP | FR0007010632 | YHD | 1.02% | 5 | ||
| FR0007074208.PA | CamGestion Actions Rendement | FR0010709303 | YHD | 2.73% | 5 | ||
| FR0007074232.PA | CamGestion Actions Euro | FR0000000000 | YHD | 0.28% | 5 | ||
| FR0007468285.PA | Alma Gestion 9 | FR0007468285 | YHD | 0.11% | 5 | ||
| FR0010217588.PA | CamGestion Euro Mid Cap Classic | FR0000077769 | YHD | 3.13% | 5 | ||
| FR0010342600.PA | 21 Gestion Active | FR0010342600 | YHD | 2.99% | 5 | ||
| FR0010506071.PA | BSO Multigestion | FR0010506071 | YHD | 3.85% | 5 | ||
| FR0010522193.PA | CamGestion Convertibles Europe I A/I | FR0011031681 | YHD | 0.84% | 5 | ||
| FR0010648741.PA | CamGestion Valeurs Euro I | FR0011031681 | YHD | 0.53% | 5 | ||
| FR0010732701.PA | CamGestion Europe Equilibre | FR0000945503 | YHD | 1.88% | 5 | ||
| FR0012830958.PA | CamGestion Euro Mid Cap R | FR0000000000 | YHD | 5 | |||
| FR0013057130.PA | CamGestion Génération 2031-35 Classic | FR0000077769 | YHD | 5 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
- Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
- Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
- Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
- Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
- Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
- Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.