FCPI Objectif Innovation Patrimoine
Ticker
FR0010597567.PA
ISIN
FR001176663
Price
EUR 651.90
Change Today
+74.13 / 12.83 %
Price 1 year ago
500.00 / 30.38 %
Morningstar
5
52 Week Low
496.96
52 Week High
560.41
200 Day Moving Average 533.19
533.19
50-day Moving Average
533.19
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 18.693% |
| Average Annual Volatility | 7.036% |
| Sharpe Ratio | 2.66 |
| Sortino Ratio | 3.25 |
| Maximum Drawdown | -1.0% |
| Maximum Drawdown Date | 2011-09-30 |
| Calmar Ratio | -372.84 |
Company information
Summary
Le Fonds a pour objet le placement des sommes souscrites et libérées par les investisseurs en vue de la constitution d’un portefeuille diversifié de participations.
Market
US
Category
Foreign Large Growth
Expense Ratio
-
Fund family
-
Morningstar
5
Yield
0.71370006
Exchange
YHD
| Sector | Weight |
|---|---|
| Realestate | 0.00% |
| Consumer cyclical | 0.00% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Industrials | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
None
Holdings
NoneAlternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000003162.PA | Objectif Gestion Mondiale | FR000000316 | YHD | 1.92% | 5 | ||
| FR0000025041.PA | Objectif Gestion Sélective | FR000002504 | YHD | 1.60% | 5 | ||
| FR0000292302.PA | Objectif Patrimoine Croissance | FR000029230 | YHD | 1.60% | 5 | ||
| FR0007059688.PA | Objectif Long Terme | FR000705968 | YHD | 1.92% | 5 | ||
| FR0007060348.PA | Objectif Dynamisme | FR000706034 | YHD | 1.11% | 5 | ||
| FR0010549402.PA | Amundi Actions Objectif Variance | FR0010549402 | YHD | 0.68% | 5 | ||
| FR0010597138.PA | Objectif Alpha «Haut Rendement» D | FR001059713 | YHD | 0.82% | 5 | ||
| FR0010597567.PA | FCPI Objectif Innovation Patrimoine | FR001176663 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0010700823.PA | Objectif Actions Américaines R A/I | FR000704555 | YHD | 2.46% | 5 | ||
| FR0010702829.PA | Amundi Actions Objectif Variance P | FR0010702829 | YHD | 1.68% | 5 | ||
| FR0010952788.PA | Objectif Capital Fi IC | FR001095278 | YHD | 5 | |||
| FR0011310598.PA | Objectif Gestion Flexible A | FR000705187 | YHD | 5 | |||
| FR0012044535.PA | Objectif Alpha Monde S | FR001342128 | YHD | 5 | |||
| FR0012156347.PA | Objectif Alpha Obligataire G | FR001116467 | YHD | 5 | |||
| FR0012620342.PA | Objectif Epargne Diversifié I | FR000702854 | YHD | 5 | |||
| FR0013043841.PA | Objectif Capital Fi ID | FR001095278 | 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.