Schelcher Prince Convert Glbl World P

Ticker

FR0011167402.PA

ISIN

FR001116740

Price

-

Change Today

-

Price 1 year ago

-

Morningstar

4


Price evolution


Yearly returns


Peers comparison

Risk factors

1 year

1 year

History

None

Company information

Summary

L’OPCVM a pour objectif de réaliser, sur la durée de placement recommandée, une performance supérieure à celle de son indicateur de référence Thomson Reuters Convertible Bond Indices – Global Focus EUR.

Market

US

Category

Convertible Bond - Global, EUR Hedged

Expense Ratio

-

Fund family

-

Morningstar

4

Yield
-
Exchange
YHD
SectorWeight
Consumer cyclical94.89%
Energy5.11%
Realestate0.00%
Basic materials0.00%
Consumer defensive0.00%
Technology0.00%
Communication services0.00%
Financial services0.00%
Utilities0.00%
Industrials0.00%
Healthcare0.00%
None

Holdings

SymbolNameAllocation
Siemens Financier ([Wts/Rts])3.14%
Olam Intl Cv 6%2.25%
Inmarsat Cv 1.75%2.23%
Telecom Italia Spa Cv 1.125%2.09%
Oci N.V. Cv 3.875%1.98%
Intel Cv 2.95%1.9%
Aabar Investments 0.5%1.85%
Vodafone Grp Cv1.74%
Alcatel-Lucent Cv1.63%
Priceline Grp Cv 0.35%1.54%

Alternative funds

TickerNameIsinExchangeExpensesMorningstarAlphaBeta
FR0007015169.PASchelcher Prince Court Terme CFR000701516YHD0.31%5
FR0007496989.PASchelcher Prince Haut RendementFR000749698YHD3.40%5
FR0010527226.PASchelcher Prince Court TermeFR001119833YHD0.32%5
FR0010705491.PASchelcher Prince Oblig Moyen Terme CFR001070549YHD0.29%5
FR0010707513.PASchelcher Prince Oblig Moyen Terme PFR001070751YHD0.79%5
FR0010707539.PASchelcher Prince Oblig Moyen Terme D A/IFR001070549YHD0.29%5
FR0010771055.PASchelcher Prince Convertibles PFR001116741YHD3.85%5
FR0011026707.PASchelcher Prince Opportunités EuropéennesFR001103481YHD5
FR0011034800.PASchelcher Prince Opportunités Eurps DFR001103481YHD5
FR0011034818.PASchelcher Prince Opportunités Eurps PFR001103481YHD5
FR0011158195.PASchelcher Prince Convertibles Mid Cap EuroFR001115819YHD5
FR0011167410.PASchelcher Prince Convert Mid Cap Euro PFR001116741YHD5
FR0011198332.PASchelcher Prince Court Terme P A/IFR001119833YHD5
IWDA.ASiShares Core MSCI World UCITS ETF USD (Acc)IE00B4L5Y983AMS0.30%5+1.06
IWDA.LiShares Core MSCI World UCITS ETF USD (Acc)IE00B4L5Y98LSE0.30%5+1.06
IWQU.LiShares Edge MSCI World Quality Factor UCITS ETFIE00BP3QZ60LSE0.30%5
SUSW.LiShares MSCI World SRI UCITS ETF EUR (Acc)IE00BYX2JD6LSE0.20%5+1.30
SUWS.LiShares MSCI World SRI UCITS ETFIE00BYX2JD6LSE0.20%5
SWDA.LiShares Core MSCI World UCITS ETF USD (Acc)IE00B4L5Y98LSE0.30%5+1.06
WENS.ASiShares MSCI World Energy Sector UCITS ETFIE00BJ5JP105AMS0.25%5+0.47--
WENS.LiShares MSCI World Energy Sector UCITS ETFIE00BJ5JP10LSE0.25%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.