PBL Croissance
Ticker
FR0010097550.PA
ISIN
FR001009755
Price
EUR 1,942.94
Change Today
-31.65 / -1.603 %
Price 1 year ago
1,001.91 / 93.924 %
Morningstar
5
52 Week Low
1,000.96
52 Week High
1,942.94
200 Day Moving Average 1,293.34
1,293.34
50-day Moving Average
1,532.87
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 69.232% |
| Average Annual Volatility | 22.4% |
| Sharpe Ratio | 3.09 |
| Sortino Ratio | 3.39 |
| Maximum Drawdown | -13.0% |
| Maximum Drawdown Date | 2009-02-24 |
| Calmar Ratio | -7.24 |
Company information
Summary
La SICAV a pour objectif la recherche d’une surperformance par rapport à son indicateur de référence constitué de 75% EURO MTS 1-3 ans + 25% CAC 40 sur la durée de placement recommandée.
Market
US
Category
Foreign Large Growth
Expense Ratio
1.20%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Industrials | 23.90% |
| Consumer cyclical | 18.52% |
| Technology | 18.11% |
| Energy | 12.94% |
| Financial services | 7.60% |
| Healthcare | 7.20% |
| Consumer defensive | 6.10% |
| Basic materials | 5.63% |
| Realestate | 0.00% |
| Communication services | 0.00% |
| Utilities | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Union Cash C | 6.48% | |
| MCA Gestoblig | 5.01% | |
| Bpce 9.25% | 2.92% | |
| Bnp Paribas | 2.76% | |
| Axa FRN | 2.61% | |
| Union + | 2.39% | |
| Cofinoga Fdg 2 FRN | 1.96% | |
| Cnp Assurances FRN | 1.88% | |
| Faurecia 8.75% | 1.68% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000292302.PA | Objectif Patrimoine Croissance | FR000029230 | YHD | 1.60% | 5 | ||
| FR0000983819.PA | Macif Croissance Durable et Solidaire | FR001090367 | YHD | 1.08% | 5 | ||
| FR0007020946.PA | Patrimoine Croissance | FR000029230 | YHD | 2.92% | 5 | ||
| FR0007022157.PA | Covéa Actions Croissance | FR000702215 | YHD | 1.50% | 5 | ||
| FR0007022694.PA | Allianz Multi Croissance | FR0007022694 | YHD | 1.71% | 5 | ||
| FR0007024021.PA | Covéa Actions Croissance D | FR000702215 | YHD | 1.50% | 5 | ||
| FR0007025846.PA | Aviva Actions Croissance | FR0007025846 | YHD | 1.86% | 5 | ||
| FR0010021444.PA | Arthur Croissance | FR0010021444 | YHD | 1.18% | 5 | ||
| FR0010097550.PA | PBL Croissance | FR001009755 | YHD | 1.20% | 5 | ||
| FR0010214213.PA | Ecofi Actions Croissance Euro | FR001021747 | YHD | 1.66% | 5 | ||
| FR0010365254.PA | Indep Actions Croissance A/I | FR000007776 | YHD | 0.53% | 5 | ||
| FR0010638692.PA | UBS (F) Flex Croissance (EUR) P EUR | FR000007776 | YHD | 2.41% | 5 | ||
| FR0010947119.PA | MC Zones de Croissance | FR001094711 | YHD | 3.15% | 5 | ||
| FR0010965129.PA | CPR Croissance Dynamique | FR001009764 | YHD | 5 | |||
| FR0011204734.PA | FIP Axe Croissance A1 A/I | FR001120696 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0011230697.PA | FIP Axe Croissance | FR001123096 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0011735091.PA | AXA Entrepreneurs & Croissance 2014 | FR0011735091 | YHD | 5 | |||
| FR0011845718.PA | Stratégie Croissance | FR001184571 | YHD | 5 | |||
| FR0013073780.PA | Croissance Europe 2022 | FR000029230 | 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.