LMdG Opportunités Monde 100 (EUR)
Ticker
FR0007019997.PA
ISIN
FR000701999
Price
EUR 422.69
Change Today
+0.06 / 0.014 %
Price 1 year ago
356.06 / 18.713 %
Morningstar
4
52 Week Low
344.45
52 Week High
430.68
200 Day Moving Average 389.09
389.09
50-day Moving Average
424.76
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 5.657% |
| Average Annual Volatility | 48.978% |
| Sharpe Ratio | 0.12 |
| Sortino Ratio | 0.17 |
| Maximum Drawdown | -28.999999999999996% |
| Maximum Drawdown Date | 2003-03-31 |
| Calmar Ratio | -0.81 |
Company information
Summary
Le FIA a pour objectif principal, sur la durée de placement recommandée de réaliser une performance supérieure à celle de son indice de référence composé à hauteur de 50% Euro STOXX 50, de 40% Euro MTX 3/5 ans et de 10% JP Morgan Global GBI.
Market
US
Category
EUR Moderate Allocation - Global
Expense Ratio
2.84%
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Industrials | 15.96% |
| Financial services | 14.98% |
| Consumer defensive | 13.31% |
| Consumer cyclical | 11.64% |
| Basic materials | 10.81% |
| Healthcare | 9.95% |
| Technology | 8.88% |
| Energy | 5.95% |
| Utilities | 4.05% |
| Communication services | 4.02% |
| Realestate | 0.45% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| iShares EURO STOXX 50 (DE) | 8.11% | |
| Stewart Inv Asia Pac Ldrs A Acc GBP | 6.25% | |
| Natixis Actions Euro Micro Caps | 5.51% | |
| SKIKON | SKAGEN Kon-Tiki A | 4.49% |
| HSBC MSCI Russia Capped ETF | 3.65% | |
| UBS (F) Microcap (EUR) I | 3.36% | |
| UBS (F) Opportunity PEA (EUR) | 2.49% | |
| Memnon European Fund I EUR | 2.41% | |
| Ofi Precious Metals R | 2.31% | |
| BGF World Gold A2 | 2.25% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0007455894.PA | Ecofi Opportunités 360 | FR000745589 | YHD | 0.79% | 5 | ||
| FR0010408872.PA | Sélect-Portefeuilles Opportunités | FR001040887 | YHD | 3.66% | 5 | ||
| FR0011026707.PA | Schelcher Prince Opportunités Européennes | FR001103481 | YHD | 5 | |||
| FR0011034800.PA | Schelcher Prince Opportunités Eurps D | FR001103481 | YHD | 5 | |||
| FR0011034818.PA | Schelcher Prince Opportunités Eurps P | FR001103481 | YHD | 5 | |||
| FR0012951101.PA | Etoile Oblig Opportunités | FR001295110 | YHD | 5 | Candriam World Alternative Alphamax C EUR |
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.