Harmonis Patrimoine C
Ticker
FR0010250134.PA
ISIN
FR001025013
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
1
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
HARMONIS PATRIMOINE est un fonds de fonds multi gestionnaires. L’objectif de gestion consiste à surperformer (performance annualisée nette de frais de gestion) l’indicateur de référence, l’EONIA capitalisé, sur un horizon d’investissement de deux ans.
Market
US
Category
Macro Trading EUR
Expense Ratio
3.08%
Fund family
-
Morningstar
1
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 23.25% |
| Healthcare | 20.58% |
| Industrials | 15.60% |
| Consumer cyclical | 11.70% |
| Consumer defensive | 9.43% |
| Technology | 6.75% |
| Basic materials | 5.25% |
| Energy | 5.13% |
| Realestate | 1.24% |
| Utilities | 0.85% |
| Communication services | 0.22% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000939902.PA | Candriam Patrimoine Obli-Inter | FR0011445436 | YHD | 0.76% | 4 | ||
| FR0007032719.PA | Aviva Valorisation Patrimoine | FR0007032719 | YHD | 1.80% | 4 | ||
| FR0007032735.PA | Aviva Conviction Patrimoine | FR0007032735 | YHD | 2.00% | 4 | ||
| FR0010772129.PA | Athymis Patrimoine P | FR0010772129 | YHD | 2.48% | 4 | ||
| FR0011092469.PA | Athymis Patrimoine | FR0011092469 | YHD | 4 | |||
| FR0011859149.PA | Eleaur Patrimoine Flex R A/I | FR001185914 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0013053238.PA | Erasmus Patrimoine I | FR001305323 | YHD | 4 | Candriam World Alternative Alphamax I EUR |
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.