SG FIP Axe Croissance A2 A/I
Ticker
FR0011230960.PA
ISIN
FR001123096
Price
EUR 93.48
Change Today
+3.23 / 3.579 %
Price 1 year ago
100.00 / -6.52 %
Morningstar
5
52 Week Low
90.25
52 Week High
99.85
200 Day Moving Average 97.13
97.13
50-day Moving Average
97.13
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | -11.814% |
| Average Annual Volatility | 6.817% |
| Sharpe Ratio | -1.73 |
| Sortino Ratio | -0.34 |
| Maximum Drawdown | -10.0% |
| Maximum Drawdown Date | 2013-11-29 |
| Calmar Ratio | 43.85 |
Company information
Summary
Le Fonds a pour objectif de gestion la constitution d’un portefeuille se composant d’actifs financiers répondant aux caractéristiques suivantes.
Market
US
Category
Foreign Large Growth
Expense Ratio
-
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Realestate | 0.00% |
| Consumer cyclical | 0.00% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Industrials | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
None
Holdings
NoneAlternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0010499947.PA | FIP Nestadio Croissance V | FR001049994 | YHD | 5 | |||
| FR0010499962.PA | FIP Nestadio Croissance VI | FR001049996 | YHD | 5 | |||
| FR0010990119.PA | FIP Avenir Décolletage | YHD | 5 | Candriam World Alternative Alphamax I EUR | |||
| FR0011015437.PA | FIP Axe Ouest 2 | YHD | 5 | Candriam World Alternative Alphamax I EUR | |||
| FR0011076918.PA | FIP Foncièrement PME | FR001050548 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0011086578.PA | FIP Grand Sud Ouest Proximités 2 | FR001108657 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0011089499.PA | FIP Starinvest Dom Tom | FR001108949 | YHD | 5 | |||
| FR0011204338.PA | FIP Patrimoine Bien-être | FR001120433 | YHD | 5 | |||
| FR0011204734.PA | FIP Axe Croissance A1 A/I | FR001120696 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0011204767.PA | FIP Façade Atlantique A1 A/I | FR001120697 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0011206960.PA | SG FIP Axe Croissance | FR001120696 | YHD | 5 | |||
| FR0011221910.PA | FIP Entrepreneurs & Familles - Centre N°3 | FR001144193 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0011223155.PA | FIP Entrepreneurs Ouest N°4 | FR001122315 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0011230697.PA | FIP Axe Croissance | FR001123096 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0011230937.PA | FIP Façade Atlantique | FR001123102 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0011230960.PA | SG FIP Axe Croissance A2 A/I | FR001123096 | YHD | 5 | |||
| FR0011238419.PA | FIP Nestadio Cap 2012 | FR00140076O | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0011282060.PA | FIP Kallisté Capital N°5 | FR001128206 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0011289990.PA | FIP Ecureuil 8 | YHD | 5 | Candriam World Alternative Alphamax I EUR | |||
| FR0011425727.PA | FIP Odyssée Convertibles & Actions 2 | FR001142572 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0011427673.PA | FIP Nestadio Cap 2013 | FR001142767 | YHD | 5 | |||
| FR0011429505.PA | FIP Nextstage Rendement | YHD | 5 | Candriam World Alternative Alphamax I EUR | |||
| FR0011538347.PA | FIP APL 2013 | CH035049471 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0011549385.PA | FIP Kallisté Capital N°6 | FR001154938 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0011550086.PA | FIP Select PME 2013 | FR001156783 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0011581073.PA | FIP Corse Croissance | FR0011581073 | YHD | 5 | |||
| FR0011720945.PA | FIP Patrimoine & Hôtel N°4 | FR001172094 | YHD | 5 | |||
| FR0011742477.PA | FIP Odyssée PME Croissance A A/I | PSX | 5 | ||||
| FR0011743285.PA | FIP Entreprendre 2014 | FR000013080 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0011743301.PA | FIP Odyssée Convertibles & Acts 3 A A/I | PSX | 5 | ||||
| FR0011780691.PA | FIP NextStage Rendement 2021 | FR001178069 | YHD | 5 | |||
| FR0011844075.PA | FIP IXO Développement N°7 | YHD | 5 | Candriam World Alternative Alphamax I EUR | |||
| FR0012034759.PA | FIP Capital Santé PME III | FR0012034759 | YHD | 5 | |||
| FR0012074169.PA | FIP Kallisté Capital N°7 | FR001207416 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0012341089.PA | FIP Patrimoine & Hôtel N°5 | FR001234108 | YHD | 5 | |||
| FR0012658367.PA | FIP Amundi France D?velop. 2015 A2 A/I | FR001265836 | YHD | 5 | |||
| FR0012686012.PA | FIPL | TRAAKSAW91E | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0012844165.PA | FIP NextStage Rendement 2022 | FR001284416 | 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.