Montbleu Sherpa
Ticker
FR0010591131.PA
ISIN
FR001059113
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
1
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
Montbleu Sherpa a pour objectif de surperformer sur une période de 5 ans l’indice CAC Mid & Small.
Market
US
Category
France Small/Mid-Cap Equity
Expense Ratio
5.61%
Fund family
-
Morningstar
1
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Technology | 31.61% |
| Consumer cyclical | 23.75% |
| Consumer defensive | 17.27% |
| Industrials | 12.49% |
| Healthcare | 11.61% |
| Financial services | 2.29% |
| Basic materials | 0.98% |
| Realestate | 0.00% |
| Communication services | 0.00% |
| Utilities | 0.00% |
| Energy | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Union Moné Première | 6.75% | |
| LNA.PA | Le Noble Age | 3.98% |
| AUB.PA | Aubay | 3.88% |
| CEN.PA | Groupe CRIT SA | 3.7% |
| ATI.PA | Actia group | 3.63% |
| JBOG.PA | Jacques Bogart SA | 3.54% |
| ALFPC.PA | Fountaine Pajot SA | 3.48% |
| SBT.PA | Oeneo | 3.39% |
| INGIF.PA | Ingenico Group SA | 3.18% |
| LSS.PA | Lectra | 3.06% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00000HGU.F | Moneta Micro Entreprises C | FR000099498 | FRA | 1.80% | 5 | ||
| 0P00000HGW.F | Moneta Micro Entreprises D | FR000099499 | FRA | 1.80% | 5 | ||
| 0P00000QPT.F | AAZ Spécial | FR000703639 | FRA | 2.78% | 5 | ||
| ANX.PA | Amundi Index Solutions - Amundi Nasdaq-100 | LU1681038243 | PAR | 0.13% | 5 | -0.58 | |
| ANXU.PA | Amundi Index Solutions - Amundi Nasdaq-100 | LU1681038243 | PAR | 0.13% | 5 | -0.58 | |
| C10.PA | Amundi ETF Govt Bond Euro Broad Investment Grade 10-15 UCITS ETF | FR0010754143 | PAR | 0.14% | 5 | -1.12 | |
| C5E.PA | Amundi ETF Stoxx Europe 50 UCITS ETF | FR0010790980 | PAR | 0.15% | 5 | +5.54 | |
| CD9.PA | Amundi Index Solutions - Amundi MSCI Europe High Dividend Factor | LU1681041973 | PAR | 0.13% | 5 | -0.02 | |
| FR0000994980.PA | Moneta Micro Entreprises | FR000099498 | YHD | 1.80% | 5 | ||
| FR0000994998.PA | Moneta Micro Entreprises D | FR000099498 | YHD | 1.80% | 5 | ||
| FR0007045232.PA | Amundi Europe Microcaps I2 A/I | FR0007045232 | YHD | 0.21% | 5 | ||
| FR0007430806.PA | Découvertes | FR000743080 | YHD | 2.24% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0010601971.PA | Découvertes C | FR001060197 | YHD | 3.08% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0011315696.PA | Pluvalca Initiatives PME A | FR001131569 | YHD | 5 | |||
| FR0011645670.PA | Tiepolo PME | FR001164567 | 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.