Groupama Actions Euro Opportunité
Ticker
FR0010627851.PA
ISIN
FR001337932
Price
EUR 951.39
Change Today
+5.54 / 0.586 %
Price 1 year ago
697.09 / 36.48 %
Morningstar
4
52 Week Low
709.51
52 Week High
980.13
200 Day Moving Average 817.95
817.95
50-day Moving Average
886.62
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 20.245% |
| Average Annual Volatility | 27.022% |
| Sharpe Ratio | 0.75 |
| Sortino Ratio | 0.94 |
| Maximum Drawdown | -26.0% |
| Maximum Drawdown Date | 2011-09-30 |
| Calmar Ratio | -0.59 |
Company information
Summary
L’objectif de gestion est d’obtenir une performance supérieure à celle de l’indicateur de référence, le MSCI EMU clôture, dividendes nets réinvestis.
Market
US
Category
Eurozone Large-Cap Equity
Expense Ratio
1.81%
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer cyclical | 20.21% |
| Financial services | 15.85% |
| Consumer defensive | 13.46% |
| Industrials | 12.74% |
| Healthcare | 11.56% |
| Technology | 9.62% |
| Communication services | 9.45% |
| Basic materials | 3.17% |
| Energy | 1.75% |
| Utilities | 1.16% |
| Realestate | 1.02% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Groupama EONIA IC | 6.25% | |
| AHBIF | Anheuser-Busch Inbev SA | 3.47% |
| CHDRF.PA | Christian Dior SE | 3.16% |
| DTEGF.DE | Deutsche Telekom AG | 2.58% |
| SNYNF.PA | Sanofi SA | 2.46% |
| DDAIF.DE | Daimler AG | 2.44% |
| AXAHF.PA | AXA SA | 2.39% |
| IITSF.MI | Intesa Sanpaolo | 2.3% |
| VEOEF.PA | Veolia Environnement SA | 2.06% |
| INGVF | ING Groep NV | 2.02% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000442949.PA | Federal Actions Ethiques P A/I | FR0000077769 | YHD | 1.50% | 5 | ||
| FR0007045554.PA | ALM Actions Monde | FR0007045554 | YHD | 2.16% | 5 | ||
| FR0007055348.PA | Allianz Créactions II | FR0007055348 | YHD | 0.33% | 5 | ||
| FR0007056924.PA | Aberdeen Wactions | FR0007056924 | YHD | 3.21% | 5 | ||
| FR0010996611.PA | Agipi Actions Emergents | FR0010996611 | 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.