LBPAM Actions Euromonde
Ticker
FR0007012182.PA
ISIN
FR000701218
Price
EUR 4,369.31
Change Today
+35.73 / 0.824 %
Price 1 year ago
3,303.08 / 32.28 %
Morningstar
5
52 Week Low
3,061.69
52 Week High
4,463.73
200 Day Moving Average 3,768.21
3,768.21
50-day Moving Average
4,202.37
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 12.867% |
| Average Annual Volatility | 58.036% |
| Sharpe Ratio | 0.22 |
| Sortino Ratio | 0.31 |
| Maximum Drawdown | -52.0% |
| Maximum Drawdown Date | 2003-03-31 |
| Calmar Ratio | -0.58 |
Company information
Summary
L’objectif de gestion du Fonds est d’obtenir, sur un horizon d’investissement minimum de 5 ans, une performance supérieur à son indice de référence composé de 75% MSCI EMU + 8% MSCI Europe Ex EMU + 11% MSCI USA Large Cap + 4% de MSCI Pacific + 2% MSCI Emerging Markets.
Market
US
Category
Foreign Large Growth
Expense Ratio
0.25%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 18.50% |
| Consumer cyclical | 15.33% |
| Industrials | 13.58% |
| Healthcare | 10.91% |
| Consumer defensive | 10.47% |
| Technology | 9.47% |
| Basic materials | 7.57% |
| Energy | 5.55% |
| Communication services | 4.90% |
| Utilities | 2.55% |
| Realestate | 1.14% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Fédéris ISR Amérique A/I | 8.97% | |
| LBPAM Actions Ex-Euro M A/I | 5.88% | |
| Sélection Valeurs Moyennes | 5.44% | |
| LBPAM Actions North America | 4.73% | |
| LBPAM Séléction Actions Asie A/I | 4.14% | |
| Fédéris Sélection Emergents A/I | 2.34% | |
| BAYZF.DE | Bayer AG | 2.3% |
| Fédéris Value Euro M | 2.07% | |
| SNYNF.PA | Sanofi SA | 1.99% |
| TTFNF.PA | Total SA | 1.98% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000442949.PA | Federal Actions Ethiques P A/I | FR0000077769 | YHD | 1.50% | 5 | ||
| FR0007012182.PA | LBPAM Actions Euromonde | FR000701218 | YHD | 0.25% | 5 | ||
| FR0007045554.PA | ALM Actions Monde | FR0007045554 | YHD | 2.16% | 5 | ||
| FR0007055348.PA | Allianz Créactions II | FR0007055348 | YHD | 0.33% | 5 | ||
| FR0007056924.PA | Aberdeen Wactions | FR0007056924 | YHD | 3.21% | 5 | ||
| FR0010996611.PA | Agipi Actions Emergents | FR0010996611 | 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.