LBPAM Stratégie PEA 2
Ticker
FR0011051689.PA
ISIN
FR001105168
Price
EUR 1,150.00
Change Today
+5.98 / 0.523 %
Price 1 year ago
1,067.57 / 7.721 %
Morningstar
5
52 Week Low
979.07
52 Week High
1,175.22
200 Day Moving Average 1,068.33
1,068.33
50-day Moving Average
1,136.72
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 6.486% |
| Average Annual Volatility | 18.047% |
| Sharpe Ratio | 0.36 |
| Sortino Ratio | 0.27 |
| Maximum Drawdown | -21.0% |
| Maximum Drawdown Date | 2016-07-06 |
| Calmar Ratio | 0.01 |
Company information
Summary
Sur la durée de placement recommandée, l'objectif de gestion du FCP est, de participer à la hausse des marchés actions de la zone constituée des pays de l’union Européenne, de la Norvège et de la Suisse, tout en atténuant les phases de baisse en cas d'anticipations de retournement de ces marchés. En combinant une sélection des actions de ces pays à un pilotage de l’exposition au risque actions par des stratégies de couvertures qui recourent à des contrats de futures sur indices d’actions, l’exposition aux marchés actions de LBPAM Stratégie PEA 2 pourra varier entre 0 % et 100 % de son actif net. En l’absence d’anticipations de la gestion de hausse ou de baisse de ces marchés, l’exposition cible du FCP aux marchés actions sera proche de 75%.
Market
US
Category
Foreign Large Growth
Expense Ratio
-
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 19.47% |
| Consumer cyclical | 16.28% |
| Industrials | 15.04% |
| Consumer defensive | 10.54% |
| Basic materials | 9.92% |
| Healthcare | 7.25% |
| Technology | 6.48% |
| Communication services | 4.62% |
| Utilities | 4.17% |
| Energy | 4.16% |
| Realestate | 2.06% |
None
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000281875.PA | Objectif Stratégie Long Terme | FR000028187 | YHD | 1.13% | 5 | ||
| FR0000442428.PA | Stratégie Télécom | FR000006605 | YHD | 1.20% | 5 | ||
| FR0000931115.PA | Junot Stratégie | FR000093111 | YHD | 1.25% | 5 | ||
| FR0007020003.PA | Gan Eurostratégie | FR000702000 | YHD | 0.92% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0007024815.PA | Stratégie France Equilibre | FR000702481 | YHD | 1.20% | 5 | ||
| FR0010361642.PA | LFP Stratégie Actions Master | FR001036164 | YHD | 5 | |||
| FR0011051689.PA | LBPAM Stratégie PEA 2 | FR001105168 | YHD | 5 | |||
| FR0011804889.PA | Gresham Stratégie Midcaps | GB000560399 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0011845718.PA | Stratégie Croissance | FR001184571 | YHD | 5 | |||
| FR0011898451.PA | LBPAM Stratégie PEA 1 | FR001189845 | 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.