Oudart Investissement
Ticker
FR0010233932.PA
ISIN
FR001023393
Price
EUR 180.59
Change Today
+0.29 / 0.161 %
Price 1 year ago
139.77 / 29.205 %
Morningstar
4
52 Week Low
136.92
52 Week High
183.79
200 Day Moving Average 155.29
155.29
50-day Moving Average
171.58
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 33.809% |
| Average Annual Volatility | 56.901% |
| Sharpe Ratio | 0.59 |
| Sortino Ratio | 0.97 |
| Maximum Drawdown | -54.0% |
| Maximum Drawdown Date | 2003-03-31 |
| Calmar Ratio | -0.80 |
Company information
Summary
L’objectif de gestion de l’OPCVM est de surperformer l’indice MSCI World $ en euro par une exposition active et discrétionnaire sur les marchés actions internationaux de grandes capitalisations sur un horizon de placement recommandé supérieur à 5 ans. Toutefois, la gestion de l’OPCVM est déconnectée de tout indicateur de référence, celui-ci n’est qu’un indicateur de comparaison.
Market
US
Category
EUR Aggressive Allocation
Expense Ratio
2.19%
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Healthcare | 16.27% |
| Consumer defensive | 16.02% |
| Consumer cyclical | 15.86% |
| Financial services | 15.50% |
| Technology | 11.95% |
| Energy | 8.59% |
| Industrials | 7.49% |
| Communication services | 4.71% |
| Basic materials | 2.24% |
| Realestate | 0.75% |
| Utilities | 0.62% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Oudart Midcap Europe I | 10.39% | |
| State Street US Index Equity I EUR | 9.93% | |
| Oudart Europe I | 8.7% | |
| ESLOF.PA | Essilor International SA | 7.94% |
| Oudart Opportunités France I | 7.43% | |
| L'Oreal | 7.42% | |
| TTFNF.PA | Total SA | 7.02% |
| UBS (Lux) ES USA Growth $ P Acc | 6.49% | |
| BNPQF.PA | BNP Paribas | 5.05% |
| Amundi ETF Japan Topix Daily Hdg EUR A/I | 4.91% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P0000XPE6.F | Goéland Investissement | FR001131020 | FRA | 5 | |||
| FR0000296774.PA | Ortalgos Investissement | FR000029677 | YHD | 1.54% | 5 | ||
| FR0007007877.PA | Selinga Investissements | YHD | 2.14% | 5 | -2.18 | -- | |
| FR0007371950.PA | Paris Lyon Investissement | FR000737195 | YHD | 2.09% | 5 | ||
| FR0007481817.PA | LCL Investissement Dynamique A/I | FR000748181 | YHD | 1.23% | 5 | ||
| FR0010010124.PA | Pluri-Investissements | FR001001012 | YHD | 1.44% | 5 | ||
| FR0010199075.PA | Bati Actions Investissement I A/I | FR0010199075 | YHD | 1.00% | 5 | ||
| FR0010332783.PA | Massélia Investissements | FR001033278 | YHD | 0.83% | 5 | ||
| FR0010696815.PA | MAIF Investissement Responsable Europe | FR001070335 | YHD | 0.67% | 5 | ||
| FR0010703355.PA | MAIF Investissement Rspnb Europe P | FR001070335 | YHD | 0.95% | 5 | ||
| FR0010813956.PA | LCL Investissement Prudent | FR001081395 | YHD | 5 | |||
| FR0010956615.PA | Carmignac Investissement F GBP Acc Hdg | PSX | 5 | ||||
| FR0011310200.PA | Goéland Investissement | FR001131020 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0012384766.PA | LCL Investissement Dynamique | FR000748181 | YHD | 5 | |||
| FR0012384782.PA | LCL Investissement Prudent O | FR001081395 | 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.