Federal Conviction ISR France P A/I
Ticker
FR0000447609.PA
ISIN
FR0000077769
Price
EUR 79.38
Change Today
+0.61 / 0.774 %
Price 1 year ago
65.00 / 22.123 %
Morningstar
5
52 Week Low
62.78
52 Week High
82.25
200 Day Moving Average 71.40
71.40
50-day Moving Average
80.27
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 22.222% |
| Average Annual Volatility | 59.163% |
| Sharpe Ratio | 0.38 |
| Sortino Ratio | 0.57 |
| Maximum Drawdown | -49.0% |
| Maximum Drawdown Date | 2002-09-30 |
| Calmar Ratio | -0.68 |
Company information
Summary
L’objectif de gestion du FCP est d’établir une performance liée aux marchés « actions » France au moyen d’une sélection de titres, issue d’une analyse fondamentale des entreprises et de l’application d’un filtre Investissement Socialement Responsable.
Market
US
Category
Foreign Large Growth
Expense Ratio
1.70%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer cyclical | 22.53% |
| Industrials | 14.66% |
| Financial services | 11.57% |
| Healthcare | 10.60% |
| Consumer defensive | 8.89% |
| Technology | 8.59% |
| Basic materials | 6.53% |
| Energy | 6.27% |
| Utilities | 5.43% |
| Communication services | 4.78% |
| Realestate | 0.13% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| SNYNF.PA | Sanofi SA | 8.54% |
| RYDAF.L | Royal Dutch Shell PLC Class A | 5.78% |
| LVMHF.PA | LVMH Moet Hennessy Louis Vuitton SE | 4.28% |
| AIQUF.PA | Air Liquide SA | 4.07% |
| AXAHF.PA | AXA SA | 3.5% |
| ENGQF.PA | Engie SA | 3.36% |
| NTXFF.PA | Natixis | 3.28% |
| FURCF.PA | Faurecia SA | 2.72% |
| BNPQF.PA | BNP Paribas | 2.62% |
| ILIAF.PA | Iliad SA | 2.58% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000447609.PA | Federal Conviction ISR France P A/I | FR0000077769 | YHD | 1.70% | 5 | ||
| FR0007056312.PA | GF Patrimoine Convictions | FR000705631 | YHD | 1.67% | 5 | ||
| FR0007069554.PA | Aviva Investors Conviction | FR0007069554 | YHD | 0.50% | 5 | ||
| FR0007433669.PA | GF Euro Convictions | FR000743366 | YHD | 1.85% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0010839555.PA | R Conviction Euro I EUR | FR001080712 | YHD | 1.67% | 5 | ||
| FR0011415280.PA | R-co Conviction Convertibles Europe IC EUR | FR001080712 | PAR | 0.79% | 5 | ||
| FR0011845411.PA | R Conviction Euro M EUR | FR001080712 | YHD | 5 | |||
| FR0011891498.PA | Eminence Convictions Flexible | FR001189149 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| IE00BWGC5R57.IR | New Capital Global Eq Conviction $ Inst | IE00BWGC5R57 | YHD | 5 | -5.58 | +0.91 | |
| IE00BWGC5T71.IR | New Capital Global Equity Conviction Fund | IE00BWGC5T71 | 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.