Montségur Rendement C
Ticker
FR0010263574.PA
ISIN
FR001026357
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
Le FCP a pour objectif la recherche d’une performance comparable, sur la durée de placement recommandée, à l’évolution des marchés d’actions des pays de l’Union Européenne, via un investissement en actions de l’Union Européenne ou titres assimilés éligibles au PEA.
Market
US
Category
Eurozone Flex-Cap Equity
Expense Ratio
3.03%
Fund family
-
Morningstar
3
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 17.76% |
| Industrials | 15.71% |
| Consumer cyclical | 15.66% |
| Utilities | 10.33% |
| Realestate | 9.32% |
| Consumer defensive | 8.97% |
| Healthcare | 7.05% |
| Energy | 5.65% |
| Communication services | 3.99% |
| Technology | 3.44% |
| Basic materials | 2.12% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| AXAHF.PA | AXA SA | 3.94% |
| VCISF.PA | Vinci SA | 3.92% |
| Montsegur Sécurité I | 3.86% | |
| FNCTF.PA | Orange SA | 3.67% |
| NXI.PA | Nexity SA | 3.62% |
| MGDDF.PA | Cie Generale des Etablissements Michelin SA | 3.6% |
| KLPEF.PA | Klépierre | 3.49% |
| RHHVF | Roche Holding AG Dividend Right Cert. | 3.42% |
| SZEVF.PA | Suez Environnement Co SA | 3.4% |
| SZCRF.PA | SCOR SE | 3.38% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000296642.PA | Gan Rendement | FR000029664 | YHD | 0.79% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0007074208.PA | CamGestion Actions Rendement | FR0010709303 | YHD | 2.73% | 5 | ||
| FR0010107706.PA | Karakoram Euro Rendement Réel | FR0010114819 | YHD | 2.32% | 5 | ||
| FR0010114819.PA | Euro Rendement Réel D | FR0010114819 | YHD | 2.32% | 5 | ||
| FR0010399790.PA | Covéa Multi Haut Rendement | FR001039979 | YHD | 0.83% | 5 | ||
| FR0010902726.PA | 29 Haussmann Euro Rendement | FR0010902726 | YHD | 0.49% | 5 | ||
| FR0011429505.PA | FIP Nextstage Rendement | YHD | 5 | Candriam World Alternative Alphamax I EUR | |||
| FR0011524388.PA | Hugo Rendement | FR001152438 | 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.