Prado Croissance

Ticker

FR0011363134.PA

ISIN

FR001136313

Price

EUR 143.88

Change Today

+1.04 / 0.728 %

Price 1 year ago

117.30 / 22.66 %

Morningstar

4

52 Week Low

112.26

52 Week High

146.73

200 Day Moving Average 132.27

132.27

50-day Moving Average

143.21

Price evolution


Yearly returns


Peers comparison

Risk factors

1 year

Parameter Value

1 year

Parameter Value

History

Parameter Value
Average Annual Return 14.66%
Average Annual Volatility 15.836%
Sharpe Ratio 0.93
Sortino Ratio 1.11
Maximum Drawdown -16.0%
Maximum Drawdown Date 2016-02-11
Calmar Ratio -0.71

Company information

Summary

Le FCP est un OPCVM nourricier de la Sicav-Maître Objectif Patrimoine Croissance dont l’objectif de gestion vise à obtenir sur la durée de placement recommandée de 5 ans, une performance supérieure ou égale à l’indicateur de référence composite suivant : 10% Eonia capitalisé ; 5% Eonia capitalisé + marge 3% ; 5% Exane Europe Convertible Bond ; 5% EuroMTS Global ; 45% SBF 120 ; 30% MSCI World All Countries. L’indice est rebalancé semestriellement et ses constituants sont exprimés en euro, ils s’entendent dividendes ou coupons nets réinvestis. La performance du FCP pourra être différente de celle de la Sicav-Maître en raison notamment de ses propres frais de gestion.

Market

US

Category

EUR Aggressive Allocation

Expense Ratio

-

Fund family

-

Morningstar

4

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

Symbol Name Allocation
Objectif Patrimoine Croissance 99.71%

Alternative funds

Ticker Name Isin Exchange Expenses Morningstar Alpha Beta
FR0000292302.PA Objectif Patrimoine Croissance FR000029230 YHD 1.60% 5
FR0000983819.PA Macif Croissance Durable et Solidaire FR001090367 YHD 1.08% 5
FR0007020946.PA Patrimoine Croissance FR000029230 YHD 2.92% 5
FR0007022157.PA Covéa Actions Croissance FR000702215 YHD 1.50% 5
FR0007022694.PA Allianz Multi Croissance FR0007022694 YHD 1.71% 5
FR0007024021.PA Covéa Actions Croissance D FR000702215 YHD 1.50% 5
FR0007025846.PA Aviva Actions Croissance FR0007025846 YHD 1.86% 5
FR0010021444.PA Arthur Croissance FR0010021444 YHD 1.18% 5
FR0010097550.PA PBL Croissance FR001009755 YHD 1.20% 5
FR0010214213.PA Ecofi Actions Croissance Euro FR001021747 YHD 1.66% 5
FR0010365254.PA Indep Actions Croissance A/I FR000007776 YHD 0.53% 5
FR0010638692.PA UBS (F) Flex Croissance (EUR) P EUR FR000007776 YHD 2.41% 5
FR0010947119.PA MC Zones de Croissance FR001094711 YHD 3.15% 5
FR0010965129.PA CPR Croissance Dynamique FR001009764 YHD 5
FR0011204734.PA FIP Axe Croissance A1 A/I FR001120696 YHD 5 Candriam World Alternative Alphamax I EUR
FR0011230697.PA FIP Axe Croissance FR001123096 YHD 5 Candriam World Alternative Alphamax C EUR
FR0011735091.PA AXA Entrepreneurs & Croissance 2014 FR0011735091 YHD 5
FR0011845718.PA Stratégie Croissance FR001184571 YHD 5
FR0013073780.PA Croissance Europe 2022 FR000029230 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.