Opportunité Investissement II
Ticker
FR0007073697.PA
ISIN
FR000707369
Price
EUR 2,822.55
Change Today
+17.61 / 0.628 %
Price 1 year ago
1,524.49 / 85.147 %
Morningstar
4
52 Week Low
1,524.03
52 Week High
2,822.55
200 Day Moving Average 2,293.32
2,293.32
50-day Moving Average
2,575.03
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 62.229% |
| Average Annual Volatility | 20.69% |
| Sharpe Ratio | 3.01 |
| Sortino Ratio | 3.31 |
| Maximum Drawdown | -13.0% |
| Maximum Drawdown Date | 2008-11-24 |
| Calmar Ratio | -3.98 |
Company information
Summary
L’objectif de gestion est la valorisation du capital sur un horizon de 5 ans, avec une allocation d’actifs équilibrée entre placements d’actions et placements de taux avec un objectif de performance par an est de 6%, sur une durée de placement recommandée de 5 ans.
Market
US
Category
EUR Flexible Allocation - Global
Expense Ratio
1.24%
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Realestate | 0.00% |
| Consumer cyclical | 0.00% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Industrials | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
None
Holdings
NoneAlternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P0000XPE6.F | Goéland Investissement | FR001131020 | FRA | 5 | |||
| FR0000296774.PA | Ortalgos Investissement | FR000029677 | YHD | 1.54% | 5 | ||
| FR0007007877.PA | Selinga Investissements | YHD | 2.14% | 5 | -2.18 | -- | |
| FR0007371950.PA | Paris Lyon Investissement | FR000737195 | YHD | 2.09% | 5 | ||
| FR0007481817.PA | LCL Investissement Dynamique A/I | FR000748181 | YHD | 1.23% | 5 | ||
| FR0010010124.PA | Pluri-Investissements | FR001001012 | YHD | 1.44% | 5 | ||
| FR0010199075.PA | Bati Actions Investissement I A/I | FR0010199075 | YHD | 1.00% | 5 | ||
| FR0010332783.PA | Massélia Investissements | FR001033278 | YHD | 0.83% | 5 | ||
| FR0010696815.PA | MAIF Investissement Responsable Europe | FR001070335 | YHD | 0.67% | 5 | ||
| FR0010703355.PA | MAIF Investissement Rspnb Europe P | FR001070335 | YHD | 0.95% | 5 | ||
| FR0010813956.PA | LCL Investissement Prudent | FR001081395 | YHD | 5 | |||
| FR0010956615.PA | Carmignac Investissement F GBP Acc Hdg | PSX | 5 | ||||
| FR0011310200.PA | Goéland Investissement | FR001131020 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0012384766.PA | LCL Investissement Dynamique | FR000748181 | YHD | 5 | |||
| FR0012384782.PA | LCL Investissement Prudent O | FR001081395 | 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.