SLF (F) Vitality I
Ticker
FR0010556910.PA
ISIN
FR000097777
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
3
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
Le FCP a pour objectif d’obtenir, sur une période de 36 mois, un rendement, après déduction des frais de gestion, supérieur à celui de son indice de référence : 70% Eurostoxx 50 + 30% JP. Morgan Global Government Bond couvert en euro.
Market
US
Category
EUR Aggressive Allocation - Global
Expense Ratio
1.10%
Fund family
-
Morningstar
3
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer defensive | 17.15% |
| Financial services | 15.41% |
| Communication services | 11.51% |
| Consumer cyclical | 10.15% |
| Basic materials | 8.13% |
| Industrials | 8.03% |
| Technology | 7.31% |
| Healthcare | 7.24% |
| Utilities | 7.14% |
| Energy | 5.59% |
| Realestate | 2.34% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| ES0147868014.MC | ES0147868014 | MCE | 5 | ||||
| FR0007491782.PA | Brongniart Monde C | FR0007491782 | YHD | 3.49% | 5 | ||
| FR0010556902.PA | SLF (F) Harmony I | FR000008567 | YHD | 1.03% | 5 | ||
| FR0010638692.PA | UBS (F) Flex Croissance (EUR) P EUR | FR000007776 | YHD | 2.41% | 5 | ||
| FR0010819375.PA | Brongniart Monde | FR0007491782 | YHD | 3.18% | 5 | ||
| FR0010965129.PA | CPR Croissance Dynamique | FR001009764 | YHD | 5 | |||
| FR0011316751.PA | UBS (F) Microcap (EUR) P | FR000007776 | YHD | 5 | |||
| FR0013123999.PA | SLF (F) Bond Floating Rates I | FR001312399 | YHD | 5 | |||
| IE00BRJL3R05.IR | Davy Global Brands Equity B Acc | IE00BRJL3R05 | YHD | 5 | -1.30 | +0.86 | |
| IE00BRJL4881.IR | Davy Long Term Growth Fund | IE00BRJL4881 | YHD | 5 | -1.30 | +0.86 |
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.