Maxima
Ticker
FR0010917229.PA
ISIN
-
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
4
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
L’objectif est d’offrir à ses souscripteurs sur un horizon minimum de placement de cinq ans une appréciation du capital investi supérieure à 6% annualisée. L’objectif de performance de 6% annualisée, indiqué dans la rubrique Objectif de gestion, est fondé sur la réalisation d’hypothèses de marché arrêtées par la société de gestion et ne constituent en aucun cas une promesse de rendement ou de performance du FCP.
Market
US
Category
EUR Flexible Allocation
Expense Ratio
4.39%
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 19.95% |
| Industrials | 14.25% |
| Consumer defensive | 12.72% |
| Consumer cyclical | 11.30% |
| Technology | 7.20% |
| Healthcare | 7.03% |
| Energy | 6.81% |
| Utilities | 6.36% |
| Communication services | 6.34% |
| Basic materials | 6.09% |
| Realestate | 1.94% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| AXAHF.PA | AXA SA | 8.05% |
| TTFNF.PA | Total SA | 6.4% |
| AHODF | Koninklijke Ahold NV | 6.0% |
| DHLYF | Delhaize Group SA | 5.78% |
| DDAIF.DE | Daimler AG | 5.71% |
| SAFRF.PA | Safran SA | 5.23% |
| AIQUF.PA | Air Liquide SA | 4.69% |
| IBDSF.BC | Iberdrola SA | 4.31% |
| Echiquier Value G | 3.92% | |
| BAYZF.DE | Bayer AG | 3.86% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00000P9U.F | Inverbanser FI | ES015584403 | FRA | 5 | |||
| 0P00017V9V.F | Futur Flexible Actions C | FR001311319 | FRA | 5 | |||
| 0P0001DDG2.F | FDC Premium C/D | FR001323263 | FRA | 5 | |||
| ES0114353008.MC | ES0114353008 | MCE | 5 | ||||
| ES0114353032.MC | ES0114353032 | MCE | 5 | ||||
| ES0155844030.MC | ES0155844030 | MCE | 5 | ||||
| ES0162211033.MC | ES0162211033 | MCE | 5 | ||||
| ES0173323009.MC | ES0173323009 | MCE | 5 | ||||
| FR0007382965.PA | Lazard Patrimoine Equilibre | FR000738296 | YHD | 1.72% | 5 | ||
| FR0010916916.PA | Vatel Small Caps Flexible | FR001091691 | YHD | 5 | |||
| FR0011175223.PA | Phima | FR001117522 | 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.