PhiTrust Active Investors Europe
Ticker
FR0007037130.PA
ISIN
FR000703713
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
2
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
L’objectif est de surperformer l’indice DOW JONES EUROSTOXX 50 (dividendes réinvestis), quelque soit son évolution, par l’application d’une méthodologie quantitative de traitement de l’information extra-financière obtenue dans le cadre de son activité d’engagement actionnarial.
Market
US
Category
Eurozone Large-Cap Equity
Expense Ratio
2.86%
Fund family
-
Morningstar
2
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 19.36% |
| Utilities | 15.61% |
| Industrials | 15.46% |
| Basic materials | 15.22% |
| Technology | 8.03% |
| Consumer defensive | 6.53% |
| Communication services | 5.66% |
| Consumer cyclical | 5.37% |
| Healthcare | 4.38% |
| Energy | 2.46% |
| Realestate | 1.93% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Lyxor Euro Stoxx 300 (DR) ETF C-EUR | 14.75% | |
| Edp | 3.1% | |
| AKZOF | Akzo Nobel NV | 3.03% |
| ESOCF.MI | Enel SpA | 3.03% |
| BPOSF | Bpost SA de Droit Public | 3.02% |
| SBGSF.PA | Schneider Electric SE | 3.02% |
| AXAHF.PA | AXA SA | 2.96% |
| GPDNF.PA | Danone SA | 2.92% |
| IITSF.MI | Intesa Sanpaolo | 2.92% |
| SAPGF.DE | SAP SE | 2.89% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| GSIE | Goldman Sachs ActiveBeta International Equity ETF | IE00BJ5CMD0 | PCX | 0.25% | 4 | +1.40 | |
| GSJY | Goldman Sachs ActiveBeta Japan Equity ETF | DE000SL0DHY | PCX | 0.25% | 4 | -1.45 | |
| GSSC | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | IE00BJ5CNR1 | PCX | 0.20% | 4 | +7.75 | |
| PSR | Invesco Active U.S. Real Estate Fund | US46090A101 | PCX | 0.35% | 4 | -1.18 | |
| SMMU | PIMCO Short Term Municipal Bond Active Exchange-Traded Fund | US72201R874 | PCX | 0.35% | 4 | -0.96 |
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.