Stratégie France
Ticker
FR0007451703.PA
ISIN
FR001009371
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
3
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
La gestion de ce FCP est active. L’objectif de gestion consiste à obtenir une performance comparable à celle de l’indice CAC 40 minorée des frais de gestion.
Market
US
Category
France Equity
Expense Ratio
1.20%
Fund family
-
Morningstar
3
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer cyclical | 16.49% |
| Industrials | 15.40% |
| Healthcare | 12.66% |
| Financial services | 11.90% |
| Consumer defensive | 11.03% |
| Energy | 9.07% |
| Basic materials | 8.13% |
| Technology | 6.36% |
| Realestate | 3.51% |
| Communication services | 3.05% |
| Utilities | 2.39% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| HSBC Microcaps Euro C | 10.22% | |
| TTFNF.PA | Total SA | 8.08% |
| SNYNF.PA | Sanofi SA | 7.74% |
| BNPQF.PA | BNP Paribas | 4.31% |
| LVMHF.PA | LVMH Moet Hennessy Louis Vuitton SE | 3.9% |
| AXAHF.PA | AXA SA | 3.77% |
| LRLCF.PA | L'Oreal SA | 3.66% |
| GPDNF.PA | Danone SA | 3.41% |
| EADSF.PA | Airbus Group SE | 3.29% |
| AIQUF.PA | Air Liquide SA | 3.14% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| CF1.PA | Amundi ETF MSCI France UCITS ETF | FR0010655704 | PAR | 0.25% | 5 | -0.05 | |
| FR0000011975.PA | Allianz Actions France C | FR0000011975 | YHD | 1.56% | 4 | ||
| FR0000095861.PA | Allianz Actio France C/D | FR0000095861 | PAR | 1.57% | 4 | ||
| FR0000170433.PA | AXA Indice France | FR0000170433 | YHD | 0.83% | 4 | ||
| FR0000172066.PA | AXA Indice France C | FR0000172066 | YHD | 0.83% | 4 | ||
| FR0000447609.PA | Federal Conviction ISR France P A/I | FR0000077769 | YHD | 1.70% | 5 | ||
| FR0000447864.PA | AXA France Opportunités | FR0000447864 | YHD | 1.75% | 4 | -4.88 | +1.00 |
| FR0000945453.PA | Allianz Actions France | FR0000011975 | YHD | 1.56% | 4 | ||
| FR0000991879.PA | AXA France Opportunités D | FR0000447864 | YHD | 1.79% | 4 | -4.88 | +1.00 |
| FR0007432208.PA | Allianz Finance Actions France | FR0000945453 | YHD | 2.33% | 4 | ||
| FR0007478557.PA | BSO France P | FR0007478557 | YHD | 2.24% | 4 | ||
| FR0010106831.PA | BNP Paribas Indice France | FR0010106831 | YHD | 1.04% | 4 | ||
| FR0010106849.PA | BNP Paribas Indice France D | FR0010106849 | YHD | 1.04% | 4 | ||
| FR0010249672.PA | CD France Expertise | FR001024967 | YHD | 2.21% | 4 | ||
| FR0010263491.PA | Amundi Actions France ISR IC | FR0010263491 | YHD | 0.48% | 4 | ||
| FR0010272898.PA | Amundi Actions France ISR ID | FR0010272898 | YHD | 0.48% | 4 | ||
| FR0010386805.PA | BSO France | FR0007478557 | YHD | 1.64% | 4 | ||
| IFRE.AS | iShares MSCI France UCITS ETF | IE00BP3QZJ36 | AMS | 0.25% | 5 | +0.40 | |
| ISFR.L | iShares MSCI France UCITS ETF | IE00BP3QZJ3 | LSE | 0.25% | 5 | +0.40 |
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.