Alienor Optimal A
Ticker
FR0007071378.PA
ISIN
FR0007071378
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
4
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
Alienor Optimal a pour objectif de surperformer sur la durée de placement recommandée de 5 ans, une gestion diversifiée passive équilibrée entre actions et produits de taux.
Market
US
Category
EUR Flexible Allocation - Global
Expense Ratio
2.38%
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 23.55% |
| Consumer cyclical | 14.08% |
| Healthcare | 12.31% |
| Industrials | 11.95% |
| Technology | 10.17% |
| Consumer defensive | 9.23% |
| Utilities | 5.72% |
| Energy | 5.34% |
| Realestate | 4.47% |
| Communication services | 1.72% |
| Basic materials | 1.48% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Alienor Alter Euro I | 3.77% | |
| PGPEF.PA | Publicis Groupe SA | 3.44% |
| SNYNF.PA | Sanofi SA | 3.13% |
| AXAHF.PA | AXA SA | 3.06% |
| LRLCF.PA | L'Oreal SA | 3.06% |
| Alienor Global Macro | 2.85% | |
| TTFNF.PA | Total SA | 2.39% |
| GSEFF.PA | Fonciere des Regions SA | 1.98% |
| BNPQF.PA | BNP Paribas | 1.95% |
| Alienor Actions Flexible (PEA) | 1.73% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0007071378.PA | Alienor Optimal A | FR0007071378 | YHD | 2.38% | 4 | ||
| FR0010094805.PA | Federal Optimal S | FR001063640 | PAR | 3 | |||
| FR0010188342.PA | AXA Optimal Income | LU0179866438 | YHD | 1.76% | 3 | -1.05 | +0.84 |
| FR0010321893.PA | Federal Optimal I | FR001032189 | YHD | 1.00% | 3 | Candriam World Alternative Alphamax C EUR | |
| FR0010636407.PA | Federal Optimal P | FR001063640 | YHD | 1.70% | 3 | Candriam World Alternative Alphamax I EUR | |
| FR0010957712.PA | Fundquest Optimal Sélection X | FR001095771 | YHD | 4 | Candriam World Alternative Alphamax I EUR | ||
| FR0010997825.PA | Fundquest Optimal Sélection | FR001095771 | YHD | 3 | Candriam World Alternative Alphamax C EUR | ||
| FR0011055383.PA | Alienor Optimal | FR0007071378 | YHD | 2.05% | 4 | ||
| FR0012144590.PA | Mandarine Optimal Value R | FR001214459 | YHD | 3 | |||
| FR0012221992.PA | Mandarine Optimal Value I | FR001222199 | YHD | 4 |
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.