LBPAM Multi Actions Emergents
Ticker
FR0010547117.PA
ISIN
FR001054711
Price
EUR 1,512.89
Change Today
-17.13 / -1.12 %
Price 1 year ago
1,309.94 / 15.493 %
Morningstar
5
52 Week Low
1,015.80
52 Week High
1,616.21
200 Day Moving Average 1,196.93
1,196.93
50-day Moving Average
1,359.60
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 16.956% |
| Average Annual Volatility | 33.033% |
| Sharpe Ratio | 0.51 |
| Sortino Ratio | 0.55 |
| Maximum Drawdown | -50.0% |
| Maximum Drawdown Date | 2009-02-27 |
| Calmar Ratio | -0.16 |
Company information
Summary
L’objectif de gestion du FCP est d’offrir un portefeuille investi sur les marchés d’actions émergents internationaux à des souscripteurs qui souhaitent profiter des opportunités présentées par ces pays en forte croissance. Le gérant vise à obtenir, sur la période de placement recommandée, une performance supérieure à celle des marchés actions émergents.
Market
US
Category
Foreign Large Growth
Expense Ratio
1.93%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 23.21% |
| Technology | 21.54% |
| Consumer cyclical | 11.71% |
| Consumer defensive | 10.12% |
| Communication services | 8.82% |
| Industrials | 6.52% |
| Basic materials | 5.23% |
| Energy | 4.48% |
| Utilities | 4.08% |
| Healthcare | 2.61% |
| Realestate | 1.68% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| DAX.PA | MULTI-UNITS LUXEMBOURG - Lyxor DAX (DR) UCITS ETF | LU0252633754 | PAR | 0.15% | 4 | -0.64 | |
| DEUS | Xtrackers Russell US Multifactor ETF | US233051481 | PCX | 0.17% | 4 | +7.72 | |
| FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | US35473P686 | BTS | 0.30% | 5 | +8.96 | |
| FR0010547117.PA | LBPAM Multi Actions Emergents | FR001054711 | YHD | 1.93% | 5 | ||
| GDMA | Alpha Architect Gadsden Dynamic Multi-Asset ETF | US02072L870 | PCX | 0.87% | 4 | -9.75 | -- |
| ISCF | iShares MSCI Intl Small-Cap Multifactor ETF | US46434V2667 | PCX | 0.40% | 4 | +1.81 | |
| JHMH | John Hancock Multifactor Health Care ETF | US47804J503 | PCX | 0.40% | 4 | +3.38 | +0.88 |
| JHMM | John Hancock Multifactor Mid Cap ETF | US47804J2069 | PCX | 0.41% | 4 | +7.67 | |
| L100.L | MULTI-UNITS LUXEMBOURG - Lyxor FTSE 100 UCITS ETF | LU165049217 | LSE | 0.15% | 4 | ||
| L100.PA | MULTI-UNITS LUXEMBOURG - Lyxor FTSE 100 UCITS ETF | LU1650492173 | PAR | 0.30% | 4 | +2.67 | |
| MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | PCX | 0.39% | 4 | +3.06 | ||
| MFEM | PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF | US72202L389 | PCX | 0.51% | 4 | -8.82 | |
| OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | US46138J619 | BTS | 0.29% | 5 | +8.87 | |
| OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | BTS | 0.39% | 5 | +7.41 | ||
| PSMB | Invesco Balanced Multi-Asset Allocation ETF | US46090A200 | BTS | 0.32% | 4 | +1.10 | |
| REZ | iShares Residential and Multisector Real Estate ETF | US4642885622 | PCX | 0.48% | 4 | -10.11 | |
| SMLF | iShares MSCI USA Small-Cap Multifactor ETF | US46435G4331 | PCX | 0.30% | 4 | +13.55 | |
| USMF | WisdomTree U.S. Multifactor Fund | US97717Y857 | BTS | 0.28% | 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.