FGF Cristallin Euro Equities
Ticker
FR0007460175.PA
ISIN
FR000746017
Price
EUR 432.27
Change Today
-8.60 / -1.951 %
Price 1 year ago
385.88 / 12.022 %
Morningstar
5
52 Week Low
373.10
52 Week High
454.25
200 Day Moving Average 405.97
405.97
50-day Moving Average
427.09
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 17.782% |
| Average Annual Volatility | 75.746% |
| Sharpe Ratio | 0.23 |
| Sortino Ratio | 0.37 |
| Maximum Drawdown | -55.00000000000001% |
| Maximum Drawdown Date | 2003-03-31 |
| Calmar Ratio | -0.84 |
Company information
Summary
L’objectif du FIA est de rechercher, à travers une politique active de sélection de valeurs, une performance à long terme, au moins égale à celle mesurée par l’indice de référence, l’indice Eurostoxx 50 (dividendes nets réinvestis), explicité au paragraphe ci-dessous. La réalisation de l’objectif passe par une recherche permanente du meilleur équilibre rendement espéré par rapport au risque associé aux valeurs sélectionnées.
Market
US
Category
Foreign Large Growth
Expense Ratio
1.38%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 17.37% |
| Consumer cyclical | 16.68% |
| Industrials | 16.43% |
| Basic materials | 11.20% |
| Energy | 8.74% |
| Consumer defensive | 7.74% |
| Technology | 7.40% |
| Healthcare | 5.20% |
| Communication services | 4.13% |
| Utilities | 3.77% |
| Realestate | 1.33% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| FGF Court Terme Plus | 2.39% | |
| TTFNF.PA | Total SA | 2.31% |
| CRARF.PA | Crédit Agricole | 1.84% |
| FNCTF.PA | France Telecom SA | 1.75% |
| SCGLF.PA | Société Générale | 1.66% |
| BNPQF.PA | BNP Paribas | 1.55% |
| INGVF | ING Groep N.V. ADR | 1.55% |
| BAYZF.DE | Bayer AG | 1.54% |
| SNYNF.PA | Sanofi-Aventis | 1.51% |
| CODGF.PA | Saint-Gobain | 1.5% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P0001CDIS.L | Arbrook American Equities Fund B1 GBP Acc | IE00BF0W248 | LSE | 1.13% | 5 | ||
| 0P0001CDIU.L | Arbrook American Equities Fund B4 Founder GBP Inc | IE00BF0W248 | LSE | 0.83% | 5 | ||
| 0P0001EW5P.L | Arbrook American Equities Fund B9 GBP Acc | IE00BF0W248 | LSE | 0.56% | 5 | ||
| 0P0001EW5Q.L | Arbrook American Equities Fund B10 GBP Inc | IE00BF0W248 | LSE | 0.82% | 5 | ||
| FR0007460175.PA | FGF Cristallin Euro Equities | FR000746017 | YHD | 1.38% | 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.