Objectif Patrimoine Croissance
Ticker
FR0000292302.PA
ISIN
FR000029230
Price
EUR 373.75
Change Today
+2.74 / 0.739 %
Price 1 year ago
308.31 / 21.225 %
Morningstar
5
52 Week Low
283.24
52 Week High
378.20
200 Day Moving Average 338.21
338.21
50-day Moving Average
370.29
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 21.496% |
| Average Annual Volatility | 51.952% |
| Sharpe Ratio | 0.41 |
| Sortino Ratio | 0.75 |
| Maximum Drawdown | -37.0% |
| Maximum Drawdown Date | 2003-02-28 |
| Calmar Ratio | -1.01 |
Company information
Summary
L’objectif de gestion de la Sicav vise à obtenir sur la durée de placement recommandée une performance nette de frais supérieure ou égale à l’indicateur de référence composite suivant : 10% Eonia capitalisé ; 5% Eonia capitalisé + 3% ; 5% Exane Europe Convertible Bond ; 5% EuroMTS Global ; 45% SBF 120 ; 30% MSCI World All Countries. L’indice est rebalancé semestriellement et ses constituants sont exprimés en euro, ils s’entendent dividendes ou coupons nets réinvestis. Cet indicateur composite correspond aux indicateurs représentatifs des différentes poches ou allocations envisagées.
Market
US
Category
EUR Aggressive Allocation
Expense Ratio
1.60%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer defensive | 19.90% |
| Consumer cyclical | 17.17% |
| Healthcare | 14.35% |
| Industrials | 13.35% |
| Basic materials | 11.68% |
| Financial services | 10.16% |
| Technology | 7.11% |
| Energy | 4.31% |
| Realestate | 0.85% |
| Communication services | 0.80% |
| Utilities | 0.32% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Objectif Actions Américaines A | 5.17% | |
| Objectif Actions Emergentes I | 3.24% | |
| HESAF.PA | Hermes International SA | 3.15% |
| SNYNF.PA | Sanofi SA | 3.14% |
| AIQUF.PA | Air Liquide SA | 3.11% |
| PDRDF.PA | Pernod Ricard SA | 3.1% |
| BVRDF.PA | Bureau Veritas SA | 3.05% |
| ESLOF.PA | Essilor International SA | 3.01% |
| BNPQF.PA | BNP Paribas | 2.99% |
| NSRGF | Nestle SA | 2.73% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000292302.PA | Objectif Patrimoine Croissance | FR000029230 | YHD | 1.60% | 5 | ||
| FR0000939902.PA | Candriam Patrimoine Obli-Inter | FR0011445436 | YHD | 0.76% | 4 | ||
| FR0007032719.PA | Aviva Valorisation Patrimoine | FR0007032719 | YHD | 1.80% | 4 | ||
| FR0007032735.PA | Aviva Conviction Patrimoine | FR0007032735 | YHD | 2.00% | 4 | ||
| FR0010772129.PA | Athymis Patrimoine P | FR0010772129 | YHD | 2.48% | 4 | ||
| FR0011092469.PA | Athymis Patrimoine | FR0011092469 | YHD | 4 | |||
| FR0011859149.PA | Eleaur Patrimoine Flex R A/I | FR001185914 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0013053238.PA | Erasmus Patrimoine I | FR001305323 | YHD | 4 | Candriam World Alternative Alphamax I EUR |
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.