Alcis Profil 60
Ticker
FR0010313734.PA
ISIN
FR0010313734
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
Le Fonds a pour objectif de sur performer l’indicateur de référence composé à 30% de l’EONIA, 40% de l’EuroMTS 5-7 ans et à 30% de l’indice Dow Jones Eurostoxx 50 par une répartition des investissements entre les marchés d’actions (à hauteur de 30% de l’actif net minimum) et les marchés de taux (à hauteur de 40% de l’actif net minimum).
Market
US
Category
EUR Moderate Allocation
Expense Ratio
3.59%
Fund family
-
Morningstar
1
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Industrials | 19.63% |
| Financial services | 15.43% |
| Consumer cyclical | 13.80% |
| Energy | 12.31% |
| Healthcare | 9.05% |
| Consumer defensive | 7.72% |
| Basic materials | 7.65% |
| Technology | 6.41% |
| Communication services | 3.49% |
| Utilities | 3.00% |
| Realestate | 1.50% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Alcis Capi | 33.23% | |
| Alcis Alpha Obligations Crédit | 20.64% | |
| Lyxor ETF CAC 40 A | 14.86% | |
| SG Monétaire Euro I Acc | 9.98% | |
| Alcis Sélection Actions | 7.98% | |
| Lyxor ETF EURO STOXX 50 D | 6.38% | |
| Turgot Multicaps Europe AC | 2.0% | |
| Turgot Asie Flexible | 1.03% | |
| MLSBT.PA | Scientific Brain Training | 0.25% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000288037.PA | LBPAM Profil 50 D A/I | FR000028804 | YHD | 1.25% | 5 | ||
| FR0000288045.PA | LBPAM Profil 50 | FR000028803 | YHD | 1.25% | 5 | ||
| FR0000288052.PA | LBPAM Profil 15 | FR000028805 | YHD | 1.08% | 5 | ||
| FR0000288060.PA | LBPAM Profil 15 C | FR000028806 | YHD | 1.08% | 5 | ||
| FR0000437881.PA | Fructifonds Profil 3 | FR000043788 | YHD | 2.06% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0000437899.PA | Fructifonds Profil 6 | FR000043789 | PAR | 2.52% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0000437907.PA | Fructifonds Profil 9 | FR000043790 | YHD | 3.24% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0007018346.PA | La Française Profil Performance | FR000701834 | YHD | 3.37% | 5 | ||
| FR0010075796.PA | Ecureuil Profil 90 | FR001007579 | YHD | 2.12% | 5 | ||
| FR0010326264.PA | Natixis Profil Sérénité | FR001340976 | YHD | 1.31% | 5 | ||
| FR0010326272.PA | Natixis Profil Equilibre | YHD | 1.62% | 5 | -2.18 | -- | |
| FR0010326280.PA | Natixis Profil Dynamique | FR001032628 | YHD | 1.94% | 5 | ||
| FR0010920975.PA | La Française Profil Performance I | FR000701834 | YHD | 2.54% | 5 | ||
| FR0012716835.PA | FDE Profil 0-100 | FR001271683 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0012902435.PA | LBPAM Multi Asset Profil 3 R A/I | FR000098575 | 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.