Spiridon
Ticker
FR0010097691.PA
ISIN
FR001009769
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
2
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
L’objectif de gestion du FCP est de participer à l’évolution d’une sélection diversifiée d’OPCVM actions, obligations et monétaires et de trackers dans une optique de valorisation du capital sur la durée minimum de placement recommandée. Le niveau de performance recherché est supérieur à celui de l’indice composite 25% MSCI World 75% EuroMTS 5-7 ans coupons et dividendes réinvestis. Le FCP n’est ni indiciel, ni à référence indicielle, l’indice composite 25% MSCI World / 75% EuroMTS 5-7 ans n’est qu’un indicateur de comparaison de la performance à postériori. La gestion mise en oeuvre est totalement discrétionnaire.
Market
US
Category
EUR Cautious Allocation - Global
Expense Ratio
3.45%
Fund family
-
Morningstar
2
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 21.26% |
| Consumer cyclical | 16.28% |
| Healthcare | 11.73% |
| Technology | 11.47% |
| Industrials | 10.13% |
| Energy | 9.01% |
| Basic materials | 7.69% |
| Consumer defensive | 7.13% |
| Communication services | 4.94% |
| Utilities | 0.29% |
| Realestate | 0.07% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 1149.HK | KYG0400P103 | 5 | |||||
| C10.PA | Amundi ETF Govt Bond Euro Broad Investment Grade 10-15 UCITS ETF | FR0010754143 | PAR | 0.14% | 5 | -1.12 | |
| C40.PA | Amundi Index Solutions - Amundi CAC 40 | LU1681046931 | PAR | 0.15% | 5 | -0.44 | |
| CD9.PA | Amundi Index Solutions - Amundi MSCI Europe High Dividend Factor | LU1681041973 | PAR | 0.13% | 5 | -0.02 | |
| CF1.PA | Amundi ETF MSCI France UCITS ETF | FR0010655704 | PAR | 0.25% | 5 | -0.05 | |
| DTM.AS | VanEck Multi-Asset Conservative Allocation UCITS ETF | NL0009272764 | AMS | 0.28% | 5 | +2.79 | |
| ES0105243010.MC | ES0105243010 | MCE | 5 | ||||
| ES0105243028.MC | ES0105243028 | MCE | 5 | ||||
| ES0166344004.MC | ES0166344004 | MCE | 5 | ||||
| FR0007028907.PA | R Opal Modéré | FR000702890 | YHD | 1.75% | 5 | ||
| FR0007468830.PA | SG Flexible | FR000746883 | YHD | 1.75% | 5 | ||
| FR0010418764.PA | Focus | US34417J104 | YHD | 1.29% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0010451260.PA | Allianz Team IC | FR0010451260 | YHD | 3.60% | 5 | ||
| FR0011059286.PA | CACPAC Multi Flex | FR0011059286 | YHD | 5 | |||
| FR0011261163.PA | Lazard Diversium | FR001126116 | YHD | 5 | |||
| FR0012355113.PA | Lazard Patrimoine I | FR001235511 | YHD | 5 | |||
| FR0012355139.PA | Lazard Patrimoine | FR001235511 | YHD | 5 | |||
| IE00B3Y8D011.IR | db x-trackers Portfolio Income 1D | IE00B3Y8D011 | ISE | 5 | +3.37 | +1.18 | |
| IE00B8Y02V60.IR | Dimensional World Allocation 40/60 € Acc | IE00B8Y02V60 | YHD | 5 | +5.67 | +0.97 |
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.