Choix Solidaire C
Ticker
FR0010177899.PA
ISIN
FR001017789
Price
EUR 73.19
Change Today
+0.18 / 0.247 %
Price 1 year ago
71.37 / 2.55 %
Morningstar
5
52 Week Low
66.96
52 Week High
74.67
200 Day Moving Average 71.66
71.66
50-day Moving Average
73.60
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 13.624% |
| Average Annual Volatility | 11.043% |
| Sharpe Ratio | 1.23 |
| Sortino Ratio | 1.12 |
| Maximum Drawdown | -12.0% |
| Maximum Drawdown Date | 2012-05-31 |
| Calmar Ratio | -1.01 |
Company information
Summary
La SICAV a pour objectif de battre son indicateur de référence par une allocation diversifiée en actions d’émetteurs situés en Europe et en instruments de taux d’émetteurs essentiellement situés en Europe et accessoirement au sein de la zone OCDE et hors de l’Europe, qui sont sélectionnés en considération de critères éthiques et sans exposition aux marchés émergents.
Market
US
Category
Foreign Large Growth
Expense Ratio
1.00%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 25.13% |
| Basic materials | 16.21% |
| Consumer defensive | 12.41% |
| Healthcare | 10.23% |
| Consumer cyclical | 9.95% |
| Industrials | 8.86% |
| Communication services | 6.15% |
| Utilities | 4.52% |
| Technology | 4.26% |
| Energy | 2.28% |
| Realestate | 0.00% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P0000OQBG.F | LBPAM ISR Actions Solidaire C | FR001087190 | FRA | 1.64% | 5 | ||
| FR0000983819.PA | Macif Croissance Durable et Solidaire | FR001090367 | YHD | 1.08% | 5 | ||
| FR0007084629.PA | S. Active Solidaire ISR | FR000708462 | YHD | 0.41% | 5 | ||
| FR0007413091.PA | Epargne Solidaire | FR000741309 | YHD | 0.60% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0010177899.PA | Choix Solidaire C | FR001017789 | YHD | 1.00% | 5 | ||
| FR0010202663.PA | Choix Solidaire D | FR001017789 | YHD | 0.99% | 5 | ||
| FR0010222281.PA | Choix Solidaire AU A/I | FR001017789 | YHD | 0.99% | 5 | ||
| FR0010510115.PA | Choix Solidaire FCS | PSX | 5 | ||||
| FR0010510123.PA | Choix Solidaire FAU A/I | PSX | 5 | ||||
| FR0010515601.PA | Confiance Solidaire | FR001051560 | YHD | 0.60% | 5 | ||
| FR0010532903.PA | Confiance Solidaire D | FR001051560 | YHD | 0.60% | 5 | ||
| FR0010535625.PA | Covéa Actions Solidaires | FR001053562 | YHD | 1.54% | 5 | ||
| FR0010576215.PA | Choix Solidaire FRM A/I | FR001057621 | YHD | 0.96% | 5 | ||
| FR0010627232.PA | Confiance Solidaire FDA A/I | FR001062723 | YHD | 0.60% | 5 | ||
| FR0010807875.PA | Confiance Solidaire FNH A/I | PSX | 5 | ||||
| FR0010821017.PA | Schneider Energie SICAV Solidaire | FR001082101 | YHD | 0.30% | 5 | ||
| FR0010871905.PA | LBPAM Responsable Actions Solidaire | FR001087190 | YHD | 1.64% | 5 | ||
| FR0010915652.PA | HGA Actions Solidaire Emploi Santé I | FR001091567 | YHD | 5 | |||
| FR0010915678.PA | HGA Actions Solidaire Emploi Santé | FR001091567 | YHD | 5 | |||
| FR0011363761.PA | Solidarité CCFD Terre Solidaire A/I | FR001136376 | YHD | 5 | |||
| FR0012892172.PA | SG Solidarit? CCFD Terre Solidaire A/I | FR001289217 | 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.