Afer-Sfer
Ticker
FR0000299364.PA
ISIN
FR0000299364
Price
EUR 63.46
Change Today
+0.59 / 0.938 %
Price 1 year ago
50.49 / 25.688 %
Morningstar
4
52 Week Low
50.09
52 Week High
64.55
200 Day Moving Average 56.93
56.93
50-day Moving Average
61.97
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 16.277% |
| Average Annual Volatility | 49.087% |
| Sharpe Ratio | 0.33 |
| Sortino Ratio | 0.64 |
| Maximum Drawdown | -31.0% |
| Maximum Drawdown Date | 2002-09-30 |
| Calmar Ratio | -1.02 |
Company information
Summary
La SICAV a pour objectif d’optimiser la performance de capitaux investis dans des contrats d'assurance-vie libellés en unités de compte relevant du statut fiscal « DSK » en investissant principalement en actions françaises ou de l’Union Européenne.
Market
US
Category
EUR Aggressive Allocation
Expense Ratio
0.58%
Fund family
-
Morningstar
4
Yield
0.0054
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 14.79% |
| Energy | 12.97% |
| Healthcare | 11.94% |
| Industrials | 11.36% |
| Consumer cyclical | 11.12% |
| Basic materials | 10.93% |
| Consumer defensive | 8.92% |
| Utilities | 8.23% |
| Technology | 4.72% |
| Communication services | 4.61% |
| Realestate | 0.42% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| TTFNF.PA | Total SA | 8.16% |
| SNYNF.PA | Sanofi | 7.51% |
| ENGQF.PA | GDF Suez | 4.07% |
| Aviva Investors Monétaire D | 3.79% | |
| GPDNF.PA | Danone | 3.77% |
| BNPQF.PA | BNP Paribas | 3.75% |
| LVMHF.PA | LVMH Moet Hennessy Louis Vuitton SA | 3.36% |
| Italy(Rep Of) 4.5% | 2.93% | |
| FNCTF.PA | France Telecom SA | 2.9% |
| AXAHF.PA | AXA SA | 2.62% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| CAC.PA | Lyxor CAC 40 (DR) UCITS ETF Dist | FR0007052782 | PAR | 0.25% | 5 | +0.50 | |
| CACC.PA | Lyxor CAC 40 (DR) UCITS ETF | FR0013380607 | PAR | 0.25% | 5 | +0.540 | -- |
| CACX.L | Lyxor CAC 40 (DR) UCITS ETF | FR000705278 | LSE | 0.25% | 5 | +0.50 | |
| FR0000292302.PA | Objectif Patrimoine Croissance | FR000029230 | YHD | 1.60% | 5 | ||
| FR0000443392.PA | Lyxor Index Fund Euro | FR001048109 | YHD | 0.50% | 5 | ||
| FR0007020946.PA | Patrimoine Croissance | FR000029230 | YHD | 2.92% | 5 | ||
| FR0007025846.PA | Aviva Actions Croissance | FR0007025846 | YHD | 1.86% | 5 | ||
| FR0007028543.PA | Lazard Patrimoine Diversifié | FR000029230 | YHD | 1.55% | 5 | ||
| FR0007069554.PA | Aviva Investors Conviction | FR0007069554 | YHD | 0.50% | 5 | ||
| FR0010287664.PA | SG Actions France Largecap | FR001028766 | YHD | 1.80% | 5 | ||
| FR0010738211.PA | Cogefi Flex Dynamic | FR001073821 | YHD | 7.03% | 5 | ||
| FR0013073780.PA | Croissance Europe 2022 | FR000029230 | 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.