Keren Essentiels C
Ticker
FR0011271550.PA
ISIN
FR001127155
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
2
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
L’OPCVM a pour objectif de gestion de réaliser une performance nette de frais de gestion supérieure à 7% annualisés. A titre indicatif et à titre de comparaison a posteriori, l’indicateur de référence auquel le porteur peut se référer est le CAC MID SMALL dividendes réinvestis, sur la durée de placement recommandée.
Market
US
Category
France Small/Mid-Cap Equity
Expense Ratio
-
Fund family
-
Morningstar
2
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Technology | 38.18% |
| Consumer cyclical | 23.36% |
| Industrials | 20.25% |
| Consumer defensive | 6.27% |
| Basic materials | 4.30% |
| Financial services | 2.13% |
| Realestate | 1.93% |
| Communication services | 1.92% |
| Healthcare | 1.66% |
| Utilities | 0.00% |
| Energy | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| LDL.PA | Ldlc.com | 3.72% |
| EXE.PA | Exel Industries SA | 3.49% |
| ESI.PA | Esi Group SA | 3.44% |
| SX.PA | CS (Communication & Systèmes) | 2.96% |
| TRI.PA | Trigano SA | 2.9% |
| NTUXF.PA | Naturex SA | 2.73% |
| ALWEB.PA | Weborama SA | 2.7% |
| SQI.PA | SQLI SA | 2.62% |
| VAC.PA | Pierre & Vacances | 2.58% |
| HLOTF.PA | Haulotte Group | 2.57% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00000HGU.F | Moneta Micro Entreprises C | FR000099498 | FRA | 1.80% | 5 | ||
| 0P00000HGW.F | Moneta Micro Entreprises D | FR000099499 | FRA | 1.80% | 5 | ||
| 0P00000QPT.F | AAZ Spécial | FR000703639 | FRA | 2.78% | 5 | ||
| DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | US233051697 | PCX | 0.45% | 5 | +7.36 | |
| FR0000994980.PA | Moneta Micro Entreprises | FR000099498 | YHD | 1.80% | 5 | ||
| FR0000994998.PA | Moneta Micro Entreprises D | FR000099498 | YHD | 1.80% | 5 | ||
| FR0007430806.PA | Découvertes | FR000743080 | YHD | 2.24% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0010601971.PA | Découvertes C | FR001060197 | YHD | 3.08% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0011315696.PA | Pluvalca Initiatives PME A | FR001131569 | YHD | 5 | |||
| FR0011645670.PA | Tiepolo PME | FR001164567 | 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.