Synergy Smaller Cies X
Ticker
FR0010865980.PA
ISIN
FR001037634
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
-
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
L’objectif est de réaliser sur un horizon minimum de placement de cinq ans une performance supérieure à l’indice de référence MSCI EMU Small Cap TR, tout en satisfaisant aux normes fixées pour les Plans d’Epargne en Actions.
Market
US
Category
Eurozone Mid-Cap Equity
Expense Ratio
2.01%
Fund family
-
Morningstar
-
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Industrials | 27.43% |
| Technology | 16.06% |
| Consumer cyclical | 15.55% |
| Basic materials | 13.14% |
| Financial services | 9.48% |
| Consumer defensive | 6.93% |
| Healthcare | 5.38% |
| Energy | 2.61% |
| Realestate | 2.09% |
| Communication services | 0.80% |
| Utilities | 0.54% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| SMHN.DE | Suess MicroTec AG | 2.77% |
| AMFPF.MI | Amplifon | 2.6% |
| RNMBF.DE | Rheinmetall AG | 2.46% |
| SOL.MI | SOL SpA | 2.43% |
| CSNVF | Corbion NV | 2.22% |
| FILA.MI | FILA-Fabbrica Italiana Lapis ed Affini SpA | 2.22% |
| IBS | Ibersol SGPS SA | 2.18% |
| SEM | Semapa SA | 2.12% |
| LNNNF.DE | Leoni AG | 2.02% |
| KLKNF.DE | Kloeckner & Co SE | 1.96% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00000RGG.L | M&G Investment Funds (1) - M&G Japan Smaller Companies Fund Sterling A Acc | GB00B7FGLY2 | LSE | 1.40% | 5 | ||
| 0P00000RHJ.L | M&G Investment Funds (1) - M&G Japan Smaller Companies Fund Sterling A Inc | GB00B7FGLY2 | LSE | 1.40% | 5 | ||
| 0P0000WN41.L | M&G Investment Funds (1) - M&G Japan Smaller Companies Fund Sterling I Inc | GB00B7FGLY2 | LSE | 0.90% | 5 | ||
| 0P0000WN43.L | M&G Investment Funds (1) - M&G Japan Smaller Companies Fund Sterling R Inc | GB00B7FGLY2 | LSE | 1.15% | 5 | ||
| 0P0000WN44.L | M&G Investment Funds (1) - M&G Japan Smaller Companies Fund Sterling I Acc | GB00B7FGLY2 | LSE | 0.90% | 5 | ||
| 0P0000WN46.L | M&G Investment Funds (1) - M&G Japan Smaller Companies Fund Sterling R Acc | GB00B7FGLY2 | LSE | 1.15% | 5 | ||
| 0P0000WUU2.L | Fidelity UK Smaller Companies Fund W-Accumulation | GB00B7VNMB1 | STU | 5 | |||
| 0P0001FIAV.F | S&H Smaller Companies EMU P | DE000A2N65T | FRA | 2.28% | 5 | ||
| 0P0001MJXU.L | M&G Investment Funds (1) - M&G Japan Smaller Companies Fund Sterling PP Inc | GB00B7FGLY2 | LSE | 5 | |||
| FR0010376368.PA | Synergy Smaller Cies R | FR001275880 | YHD | 3.02% | 5 | ||
| FR0012758803.PA | Synergy Smaller Cies ID A/I | FR001275880 | YHD | 5 | |||
| IE00B2PKN210.IR | Prusik Asian Smaller Companies A USD | IE00B2PKN210 | YHD | 5 | -2.56 | +0.57 | |
| IE00BBQ37T77.IR | Prusik Asian Smaller Companies Fund | IE00BBQ37T77 | YHD | 5 | |||
| IE00BQ713L99.IR | BMO LGM Asian Smaller Companies Fund | IE00BQ713L99 | 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.