Top Picking
Ticker
FR0007050679.PA
ISIN
FR001320213
Price
EUR 2,030.31
Change Today
+0.59 / 0.029 %
Price 1 year ago
965.80 / 110.221 %
Morningstar
5
52 Week Low
545.48
52 Week High
2,030.31
200 Day Moving Average 1,193.38
1,193.38
50-day Moving Average
1,466.97
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 98.143% |
| Average Annual Volatility | 76.583% |
| Sharpe Ratio | 1.28 |
| Sortino Ratio | 1.50 |
| Maximum Drawdown | -50.0% |
| Maximum Drawdown Date | 2003-02-28 |
| Calmar Ratio | -0.88 |
Company information
Summary
TOP PICKING est un fonds dynamique recherchant la performance à long terme en investissant essentiellement sur le marché des actions. L’objectif est, au travers de la sélection de titres –« stock picking »-, une recherche de performance sans référence à un indice et sans aucune contrainte de secteurs autres que géographiques (60% actions françaises). Il s’agit d’un « stock picking » intégral laissé à la libre appréciation du gérant.
Market
US
Category
EUR High Yield Bond
Expense Ratio
2.06%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Technology | 24.44% |
| Industrials | 24.44% |
| Consumer cyclical | 12.49% |
| Consumer defensive | 11.36% |
| Basic materials | 10.09% |
| Energy | 7.48% |
| Realestate | 4.00% |
| Communication services | 3.16% |
| Healthcare | 1.72% |
| Utilities | 0.82% |
| Financial services | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| BON.PA | Bonduelle SA | 6.16% |
| ALP.PA | ADL Partner | 6.09% |
| EXE.PA | Exel Industries SA | 5.99% |
| SOP.PA | Sopra Steria Group SA | 5.7% |
| LSS.PA | Lectra | 5.11% |
| MGDDF.PA | Cie Generale des Etablissements Michelin SA | 4.23% |
| CODGF.PA | Compagnie de Saint-Gobain SA | 4.06% |
| BOUYF.PA | Bouygues | 4.05% |
| LRLCF.PA | L'Oreal SA | 4.03% |
| TTFNF.PA | Total SA | 3.65% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0007050679.PA | Top Picking | FR001320213 | YHD | 2.06% | 5 | -2.18 | -- |
| FR0007496989.PA | Schelcher Prince Haut Rendement | FR000749698 | YHD | 3.40% | 5 | ||
| FR0010597138.PA | Objectif Alpha «Haut Rendement» D | FR001059713 | YHD | 0.82% | 5 | ||
| FR0011716331.PA | R Euro High Yield C EUR | LU001211960 | YHD | 5 | -2.18 | -- | |
| IE00B3XCJ514.IR | Barings European High Yield Bond Fund A EUR Accumulating Shares | IE00B3XCJ514 | ISE | 0.37% | 5 | +0.34 | +0.89 |
| IE00B460MY98.IR | Barings European High Yield Bond Fund S EUR Accumulating Shares | IE00B460MY98 | ISE | 0.37% | 5 | +0.34 | +0.89 |
| IE00BFLR1S95.IR | PGIM European High Yield Bond Fund | IE00BFLR1S95 | YHD | 5 | -1.80 | +0.90 |
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.