Top Multicaps
Ticker
FR0010315077.PA
ISIN
LUO004208C0
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
-
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
TOP MULTICAPS est un fonds dynamique recherchant à optimiser la performance à long terme au moyen d’une gestion discrétionnaire sur le marché des actions françaises et européennes.
Market
US
Category
NOK Ultra Short-Term Bond
Expense Ratio
2.35%
Fund family
-
Morningstar
-
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Technology | 36.91% |
| Industrials | 20.50% |
| Healthcare | 16.26% |
| Consumer cyclical | 12.48% |
| Basic materials | 4.82% |
| Utilities | 2.28% |
| Financial services | 1.72% |
| Realestate | 1.66% |
| Consumer defensive | 1.65% |
| Communication services | 0.96% |
| Energy | 0.75% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| SQI.PA | SQLI SA | 3.53% |
| ALESK.PA | Esker SA | 2.59% |
| ALS30.PA | Solutions 30 SA | 2.32% |
| DBVTF.PA | DBV Technologies SA | 2.23% |
| ORPEF.PA | Orpea SA | 2.22% |
| IPHYF.PA | Innate Pharma SA Class A | 2.21% |
| NXPRF.PA | Nexans | 2.21% |
| RUBSF.PA | Rubis SCA | 2.21% |
| BOIVF.PA | Bollore SA | 2.14% |
| SRP.PA | SRP Groupe SA | 2.03% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0011070358.PA | Federal Multi Patrimoine P | FR001107035 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0011315696.PA | Pluvalca Initiatives PME A | FR001131569 | YHD | 5 | |||
| FR0012020766.PA | Kirao Multicaps NC | PSX | 5 | ||||
| IE0004767087.IR | Comgest Growth Japan | IE0004767087 | YHD | 1.68% | 4 | -15.51 | +1.26 |
| IE00B19FT726.IR | MGI Global Equity M-1 € Acc | IE00B19FT726 | YHD | 4 | -3.68 | +1.02 | |
| IE00B19FTN86.IR | MGI Global Equity I-1 £ Acc | IE00B19FTN86 | YHD | 4 | |||
| IE00B1KQX490.IR | MGI Global Equity M-7 € Acc | IE00B1KQX490 | YHD | 4 | -3.48 | +1.02 | |
| IE00BQ1YBP44.IR | Comgest Growth Japan I JPY Acc | IE00BQ1YBP44 | YHD | 1.00% | 4 | -15.51 | +1.26 |
| PFM | Invesco Dividend Achievers ETF | US46137V506 | NGM | 0.52% | 4 | +5.68 |
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.