Oddo Avenir
Ticker
FR0011603877.PA
ISIN
FR000099009
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
3
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
Le Fonds a pour objectif d’obtenir une performance supérieure à celle de son indice de référence (90% MSCI SMID France NR calculé dividendes nets réinvestis + 10% EONIA TR) sur un horizon de placement supérieur à 5 ans.
Market
US
Category
Eurozone Mid-Cap Equity
Expense Ratio
-
Fund family
-
Morningstar
3
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Industrials | 37.65% |
| Technology | 20.42% |
| Healthcare | 19.99% |
| Consumer cyclical | 12.10% |
| Consumer defensive | 6.70% |
| Basic materials | 3.15% |
| Realestate | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Energy | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| INGIF.PA | Ingenico Group SA | 5.84% |
| IPSEF.PA | Ipsen SA | 5.83% |
| MGDDF.PA | Cie Generale des Etablissements Michelin SA | 5.67% |
| SDXOF.PA | Sodexo | 5.3% |
| SAFRF.PA | Safran SA | 5.21% |
| AOMFF.PA | Alstom SA | 4.82% |
| ATE.PA | Alten | 4.44% |
| SOP.PA | Sopra Steria Group SA | 4.3% |
| SEBYF.PA | SEB SA | 4.15% |
| FVLEF.PA | Faiveley Transport SA | 4.05% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P000029VU.F | Ségipa Avenir | FR000700583 | FRA | 1.28% | 5 | ||
| FR0000990038.PA | Groupama Avenir Euro I | FR000099003 | YHD | 1.38% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0007005830.PA | Ségipa Avenir | FR000700583 | YHD | 1.28% | 5 | ||
| FR0007078829.PA | Metropole Avenir Europe A | FR001324070 | YHD | 1.62% | 5 | ||
| FR0007082359.PA | Performance Avenir | FR001028830 | YHD | 5.67% | 5 | ||
| FR0010589325.PA | Groupama Avenir Euro MC | FR001058932 | YHD | 0.84% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0010641779.PA | Paravenir | FR001064177 | YHD | 0.98% | 5 | ||
| FR0010715342.PA | CamGestion Génération Avenir I | PSX | 5 | ||||
| FR0010814400.PA | Avenir Partage ISR A A/I | FR0000077769 | YHD | 5 | |||
| FR0010990119.PA | FIP Avenir Décolletage | YHD | 5 | Candriam World Alternative Alphamax I EUR | |||
| FR0011319656.PA | LBPAM Avenir Epargne | FR001133440 | YHD | 5 | |||
| FR0011334408.PA | LBPAM Avenir Epargne D | FR001133440 | YHD | 0.29% | 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.