Patrival Dynamique
Ticker
FR0007017801.PA
ISIN
FR000701780
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
3
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
L’objectif est, au travers de la sélection d’OPC de « stock picking » ou de titres vifs des catégories actions, obligations, monétaires et de fonds de fonds alternatifs, une recherche de performance à long terme au moyen d’une gestion discrétionnaire. visant à réaliser une performance moyenne annuelle supérieure à 6% sur la durée du placement recommandée (5 à 8 ans). Afin de diminuer la volatilité, le gérant utilisera les différentes classes d’actif notamment les fonds alternatifs décorrelés des marchés financiers dans une proportion moyenne d’environ 10%. Cette proportion pourra varier en fonction des anticipations du gérant.
Market
US
Category
EUR Aggressive Allocation
Expense Ratio
3.05%
Fund family
-
Morningstar
3
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Technology | 21.03% |
| Industrials | 19.87% |
| Consumer cyclical | 18.46% |
| Financial services | 12.64% |
| Healthcare | 7.35% |
| Consumer defensive | 6.43% |
| Basic materials | 5.01% |
| Realestate | 2.83% |
| Energy | 2.73% |
| Communication services | 2.35% |
| Utilities | 1.29% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000429128.PA | Initiative Dynamique D | FR000042912 | YHD | 2.04% | 5 | ||
| FR0000436610.PA | Initiative Dynamique | FR000042912 | YHD | 2.04% | 5 | ||
| FR0007020474.PA | Hévéa Dynamique | FR000702047 | YHD | 2.53% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0007032677.PA | Diversis Dynamique | FR000703267 | YHD | 2.35% | 5 | ||
| FR0007036538.PA | A Plus Dynamique A | FR0010702084 | YHD | 6.58% | 5 | ||
| FR0007039102.PA | Regard Dynamique | PSX | 5 | ||||
| FR0007041496.PA | Parjet Dynamique | FR000704149 | YHD | 1.68% | 5 | ||
| FR0007481817.PA | LCL Investissement Dynamique A/I | FR000748181 | YHD | 1.23% | 5 | ||
| FR0010326280.PA | Natixis Profil Dynamique | FR001032628 | YHD | 1.94% | 5 | ||
| FR0010364760.PA | Union Dynamique Moyen Terme C | FR001036476 | YHD | 1.61% | 5 | ||
| FR0010702084.PA | Insertion Emplois Dynamique RC | FR001070208 | YHD | 1.83% | 5 | ||
| FR0010843664.PA | A Plus Dynamique | FR0000077769 | YHD | 4.03% | 5 | ||
| FR0010965129.PA | CPR Croissance Dynamique | FR001009764 | YHD | 5 | |||
| FR0010969923.PA | Union Dynamique Moyen Terme R | FR001096992 | YHD | 5 | |||
| FR0011964782.PA | Union Dynamique Moyen Terme I | FR001196478 | YHD | 5 | |||
| FR0012044840.PA | Ecofi Dynamique Convertibles Garanti 2019 | FR001204484 | YHD | 5 | |||
| FR0012384766.PA | LCL Investissement Dynamique | FR000748181 | YHD | 5 | |||
| FR0013018801.PA | Insertion Emplois Dynamique | FR001070208 | YHD | 5 | |||
| FR0013018819.PA | Insertion Emplois Dynamique ID | FR001070208 | 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.