Oddo Proactif Europe CR-EUR
Ticker
FR0010109165.PA
ISIN
FR001010916
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
L’objectif de gestion du Fonds consiste à surperformer l’indicateur de référence (composé pour 50% par l’EONIA capitalisé et pour 50% par l’EURO STOXX 50 NET RETURN calculé dividendes réinvestis (code Bloomberg : SX5T INDEX) sur la durée de placement de 3 ans minimum, par une répartition flexible entre le marché actions et les produits du marché monétaire.
Market
US
Category
EUR Flexible Allocation
Expense Ratio
3.33%
Fund family
-
Morningstar
3
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Healthcare | 26.41% |
| Consumer cyclical | 21.39% |
| Technology | 17.35% |
| Industrials | 13.66% |
| Consumer defensive | 13.45% |
| Basic materials | 7.74% |
| Realestate | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Energy | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| BAYZF.DE | Bayer AG | 5.49% |
| SAPGF.DE | SAP SE | 4.95% |
| RHHVF | Roche Holding AG Dividend Right Cert. | 4.9% |
| BAMXF.DE | Bayerische Motoren Werke AG | 4.88% |
| SYENF | Syngenta AG | 4.82% |
| ERIXF | LM Ericsson Telephone Co B | 4.48% |
| GPDNF.PA | Danone SA | 4.38% |
| Oddo Jour CI-EUR | 4.31% | |
| SVCBF | Svenska Cellulosa AB B | 4.0% |
| SAFRF.PA | Safran SA | 3.88% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00000P9U.F | Inverbanser FI | ES015584403 | FRA | 5 | |||
| 0P00017V9V.F | Futur Flexible Actions C | FR001311319 | FRA | 5 | |||
| 0P0001DDG2.F | FDC Premium C/D | FR001323263 | FRA | 5 | |||
| ES0114353008.MC | ES0114353008 | MCE | 5 | ||||
| ES0114353032.MC | ES0114353032 | MCE | 5 | ||||
| ES0155844030.MC | ES0155844030 | MCE | 5 | ||||
| ES0162211033.MC | ES0162211033 | MCE | 5 | ||||
| ES0173323009.MC | ES0173323009 | MCE | 5 | ||||
| FR0007382965.PA | Lazard Patrimoine Equilibre | FR000738296 | YHD | 1.72% | 5 | ||
| FR0010916916.PA | Vatel Small Caps Flexible | FR001091691 | YHD | 5 | |||
| FR0011175223.PA | Phima | FR001117522 | 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.