Stratège Diversifié
Ticker
FR0007010947.PA
ISIN
FR000701094
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
1
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
L’objectif de gestion est de surperformer l’indicateur composite suivant : 50% MSCI AC World Net Return Index converti en euro + 50% Eonia Capitalisé. Le Fonds est géré de manière discrétionnaire avec une politique active d’allocation d’actifs investis en valeurs internationales avec un profil de risque comparable à celui de son indicateur de référence.
Market
US
Category
EUR Flexible Allocation - Global
Expense Ratio
6.36%
Fund family
-
Morningstar
1
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Realestate | 0.00% |
| Consumer cyclical | 0.00% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Industrials | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Vinci (Ex Sob) | 7.16% | |
| Union | 6.1% | |
| Potash Saskatchewa | 5.23% | |
| Meyer Burger Techn | 5.17% | |
| Stallergenes | 4.97% | |
| Bastide Le Confort | 4.66% | |
| Belvedere | 4.25% | |
| Get0.01 | 4.07% | |
| Roth & Rau | 4.06% | |
| Sipef | 4.02% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000286296.PA | LBPAM Actions Diversifié | FR000028629 | YHD | 1.31% | 5 | ||
| FR0000989279.PA | LBPAM Diversifié Focus Actions | FR000098927 | YHD | 1.70% | 5 | ||
| FR0000989287.PA | LBPAM Diversifié Focus Oblig | FR000098928 | YHD | 1.23% | 5 | ||
| FR0000989295.PA | LBPAM Diversifié Equilibre | FR000098929 | YHD | 1.40% | 5 | ||
| FR0007022124.PA | UFF Cap Diversifié | FR000702212 | YHD | 3.36% | 5 | ||
| FR0007028543.PA | Lazard Patrimoine Diversifié | FR000029230 | YHD | 1.55% | 5 | ||
| FR0007084645.PA | S. Active Diversifié ISR | FR000708464 | YHD | 0.24% | 5 | ||
| FR0010185637.PA | Amundi Resa Oblig Diversifié | FR0010185637 | YHD | 0.60% | 5 | ||
| FR0010286740.PA | SG Diversifié France 85 | FR001028674 | YHD | 2.33% | 5 | ||
| FR0010551424.PA | Darwin Diversifié 60-80 | FR001055142 | YHD | 2.31% | 5 | ||
| FR0010551457.PA | Darwin Diversifié 80-100 | FR001055145 | YHD | 2.97% | 5 | ||
| FR0010551689.PA | Darwin Diversifié 0-20 | FR001055168 | YHD | 1.52% | 5 | ||
| FR0010551697.PA | Darwin Diversifié 20-40 | FR001055169 | YHD | 1.60% | 5 | ||
| FR0010551705.PA | Darwin Diversifié 40-60 | FR001055170 | YHD | 2.21% | 5 | ||
| FR0010737510.PA | Gvie Diversifié 1 | FR001073751 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0010959643.PA | LBPAM Actions Diversifié A A/I | FR000007776 | YHD | 1.38% | 5 | ||
| FR0011062132.PA | UFF Cap Diversifié I | FR000702212 | YHD | 5 | |||
| FR0011573021.PA | Regard Obligations Diversifiées | FR001157302 | YHD | 5 | |||
| FR0012620342.PA | Objectif Epargne Diversifié I | FR000702854 | 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.