LBPAM Responsable Actions Euro S
Ticker
FR0010497099.PA
ISIN
FR000028632
Price
EUR 112.72
Change Today
+0.84 / 0.751 %
Price 1 year ago
92.71 / 21.583 %
Morningstar
5
52 Week Low
84.53
52 Week High
115.98
200 Day Moving Average 101.13
101.13
50-day Moving Average
113.33
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 6.736% |
| Average Annual Volatility | 30.841% |
| Sharpe Ratio | 0.22 |
| Sortino Ratio | 0.17 |
| Maximum Drawdown | -41.0% |
| Maximum Drawdown Date | 2009-02-27 |
| Calmar Ratio | -0.18 |
Company information
Summary
L’objectif de la SICAV est d’investir dans des entreprises ayant les meilleures pratiques en faveur du développement durable, c’està- dire un développement qui concilie performance, respect de l’environnement naturel et cohésion sociale. Ces entreprises, tout en contribuant à l’émergence d’une croissance économique soutenable, offrent des espérances de rendement boursier élevées sur le long terme.
Market
US
Category
Foreign Large Growth
Expense Ratio
1.42%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 21.58% |
| Consumer cyclical | 14.26% |
| Industrials | 12.21% |
| Basic materials | 11.72% |
| Consumer defensive | 11.36% |
| Technology | 7.35% |
| Healthcare | 6.70% |
| Utilities | 5.14% |
| Communication services | 4.94% |
| Energy | 3.72% |
| Realestate | 1.04% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| ALIZF.DE | Allianz SE | 4.14% |
| BNPQF.PA | BNP Paribas | 4.12% |
| LNAGF.DE | Linde AG | 3.77% |
| SNYNF.PA | Sanofi SA | 3.6% |
| UNLNF | Unilever NV DR | 3.55% |
| VLEEF.PA | Valeo SA | 3.42% |
| BAMXF.DE | Bayerische Motoren Werke AG | 3.37% |
| SAPGF.DE | SAP SE | 3.37% |
| LBPAM Trésorerie Z A/I | 3.08% | |
| INGVF | ING Groep NV | 3.07% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0010146837.PA | BNP Paribas Retraite Responsable 5 | FR0000174526 | YHD | 0.84% | 5 | ||
| FR0010497099.PA | LBPAM Responsable Actions Euro S | FR000028632 | YHD | 1.42% | 5 | ||
| FR0010696815.PA | MAIF Investissement Responsable Europe | FR001070335 | YHD | 0.67% | 5 | ||
| FR0010842385.PA | LBPAM Responsable Actions Euro | FR000028632 | YHD | 0.77% | 5 | ||
| FR0010871905.PA | LBPAM Responsable Actions Solidaire | FR001087190 | YHD | 1.64% | 5 | ||
| FR0010940882.PA | LBPAM Responsable Actions Europe | FR000044158 | YHD | 5 | |||
| FR0010957860.PA | LBPAM Responsable Obli Crédit | FR001094145 | YHD | 5 | |||
| FR0010957878.PA | LBPAM Responsable Obli Crédit I | PSX | 5 | ||||
| FR0010978338.PA | Sycomore Sélection Responsable IP A/I | PSX | 5 | ||||
| FR0012925774.PA | Ecureuil Bénéfices Responsable C | FR001061287 | 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.