Objectif Actions Euro R A/I
Ticker
FR0010679886.PA
ISIN
FR001061991
Price
EUR 1,158.67
Change Today
+8.14 / 0.708 %
Price 1 year ago
1,013.98 / 14.27 %
Morningstar
4
52 Week Low
843.67
52 Week High
1,187.72
200 Day Moving Average 1,009.26
1,009.26
50-day Moving Average
1,113.16
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 29.287% |
| Average Annual Volatility | 28.33% |
| Sharpe Ratio | 1.03 |
| Sortino Ratio | 1.15 |
| Maximum Drawdown | -24.0% |
| Maximum Drawdown Date | 2012-05-31 |
| Calmar Ratio | -1.01 |
Company information
Summary
L’objectif de gestion, sans être indiciel, est la recherche d’une performance nette de frais, sur la durée de placement recommandée, supérieure à l’indicateur de référence.
Market
US
Category
Europe Large-Cap Value Equity
Expense Ratio
2.05%
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 25.35% |
| Consumer cyclical | 15.11% |
| Industrials | 15.03% |
| Basic materials | 11.20% |
| Consumer defensive | 9.68% |
| Healthcare | 9.15% |
| Technology | 5.87% |
| Communication services | 4.17% |
| Utilities | 3.17% |
| Energy | 1.29% |
| Realestate | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| UNLNF | Unilever NV DR | 3.04% |
| BAYZF.DE | Bayer AG | 2.93% |
| ALIZF.DE | Allianz SE | 2.57% |
| AXAHF.PA | AXA SA | 2.48% |
| SNYNF.PA | Sanofi SA | 2.42% |
| DDAIF.DE | Daimler AG | 2.39% |
| BNPQF.PA | BNP Paribas | 2.38% |
| SMAWF.DE | Siemens AG | 2.37% |
| CODGF.PA | Compagnie de Saint-Gobain SA | 2.36% |
| MKGAF.DE | Merck KGaA | 2.32% |
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.