Solidarité Amundi I
Ticker
FR0011161181.PA
ISIN
FR001116117
Price
EUR 11,730.20
Change Today
+0.70 / 0.006 %
Price 1 year ago
11,225.50 / 4.496 %
Morningstar
5
52 Week Low
11,311.20
52 Week High
12,027.60
200 Day Moving Average 11,717.34
11,717.34
50-day Moving Average
11,840.55
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 4.89% |
| Average Annual Volatility | 3.704% |
| Sharpe Ratio | 1.32 |
| Sortino Ratio | 0.86 |
| Maximum Drawdown | -5.0% |
| Maximum Drawdown Date | 2016-02-11 |
| Calmar Ratio | -0.79 |
Company information
Summary
L'objectif de gestion est la recherche de performance à travers une allocation flexible, en investissant dans des actifs privilégiant une approche socialement responsable. Les OPCVM sélectionnés ont vocation à être constitués d’actifs respectant les critères liés au développement durable couvrant la dimension sociale, l’environnement et la gouvernance d’entreprise.
Market
US
Category
Foreign Large Growth
Expense Ratio
-
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 13.69% |
| Industrials | 13.66% |
| Consumer cyclical | 12.25% |
| Consumer defensive | 11.78% |
| Healthcare | 11.20% |
| Technology | 9.62% |
| Basic materials | 8.25% |
| Utilities | 8.22% |
| Communication services | 4.44% |
| Energy | 4.41% |
| Realestate | 2.50% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 500.PA | Amundi Index Solutions - Amundi S&P 500 UCITS ETF | LU1681048804 | PAR | 0.05% | 5 | +0.13 | |
| 500U.L | Amundi Index Solutions - Amundi S&P 500 UCITS ETF C USD | LU168104880 | LSE | 0.05% | 5 | +0.13 | |
| 500U.PA | Amundi Index Solutions - Amundi S&P 500 UCITS ETF C USD | LU1681049018 | PAR | 0.05% | 5 | +0.13 | |
| C40.PA | Amundi Index Solutions - Amundi CAC 40 | LU1681046931 | PAR | 0.15% | 5 | -0.44 | |
| FR0011161181.PA | Solidarité Amundi I | FR001116117 | YHD | 5 | |||
| USRI.L | Amundi Index Solutions - Amundi MSCI USA SRI UCITS ETF DR | LU186113624 | LSE | 0.08% | 5 | +0.58 | -- |
| USRI.PA | Amundi Index Solutions - Amundi MSCI USA SRI UCITS ETF DR | LU1861136247 | PAR | 0.08% | 5 | +0.58 | -- |
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.