HSBC Select Balanced
Ticker
FR0010329391.PA
ISIN
FR001032939
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
4
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
L’objectif de gestion du FCP est d’offrir, sur un horizon de placement de 5 ans minimum, une gestion diversifiée et active sur les marchés actions et taux. Bien qu’évoluant dans des bornes d’allocation plus larges, le profil du FCP pourra être comparé à une allocation composée en moyenne de 50% d’actions et de 50% d’obligations publiques et privées, investie sur les marchés développés avec un biais euro, ainsi que sur les marchés émergents dans un but de diversification.
Market
US
Category
EUR Moderate Allocation - Global
Expense Ratio
2.36%
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 17.69% |
| Industrials | 14.28% |
| Consumer cyclical | 12.07% |
| Consumer defensive | 10.32% |
| Technology | 10.07% |
| Healthcare | 8.77% |
| Energy | 6.26% |
| Communication services | 6.21% |
| Basic materials | 5.50% |
| Utilities | 5.46% |
| Realestate | 3.37% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| SXLB.L | SPDR S&P U.S. Materials Select Sector UCITS ETF | IE00BWBXM83 | LSE | 0.15% | 5 | -0.93 | |
| SXLF.L | SPDR S&P U.S. Financials Select Sector UCITS ETF | IE00BWBXM50 | LSE | 0.15% | 5 | ||
| SXLK.L | SPDR S&P U.S. Technology Select Sector UCITS ETF | IE00BWBXM94 | LSE | 0.15% | 5 | +1.54 | |
| SXLP.L | SPDR S&P U.S. Consumer Staples Select Sector UCITS ETF | IE00BWBXM38 | LSE | 0.15% | 5 | ||
| SXLV.L | SPDR S&P U.S. Health Care Select Sector UCITS ETF | IE00BWBXM61 | LSE | 0.15% | 5 | ||
| XLE | Energy Select Sector SPDR Fund | IE00BWBXM49 | PCX | 0.10% | 5 | +49.37 | |
| XLRE | The Real Estate Select Sector SPDR Fund | US81369Y860 | PCX | 0.10% | 5 | -2.68 | |
| XLV | Health Care Select Sector SPDR Fund | IE00BWBXM61 | PCX | 0.10% | 5 | +6.04 |
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.