La Française PEA Flex
Ticker
FR0011668771.PA
ISIN
FR001166876
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
Fonds de fonds flexible PEA, La Française PEA Flex a pour objectif d’optimiser sa performance nette de frais sur l’horizon de placement tout en générant une volatilité ex-post cible de 15% hors circonstances exceptionnelles de marché (le niveau de volatilité n’est toutefois pas garanti) et ce en modulant son exposition aux actions entre 0% et 100%. Le fonds vise à sélectionner des fonds PEA reflétant les convictions de La Française et à diversifier ses sources de performance aux taux d’intérêt et accessoirement aux devises.
Market
US
Category
EUR Flexible Allocation - Global
Expense Ratio
-
Fund family
-
Morningstar
3
Yield
0.0829
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 19.14% |
| Consumer cyclical | 17.04% |
| Industrials | 13.93% |
| Technology | 10.26% |
| Healthcare | 8.43% |
| Consumer defensive | 7.61% |
| Utilities | 6.60% |
| Communication services | 6.36% |
| Basic materials | 5.84% |
| Energy | 4.06% |
| Realestate | 0.71% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0007018346.PA | La Française Profil Performance | FR000701834 | YHD | 3.37% | 5 | ||
| FR0010475772.PA | Oudart Actions Françaises | FR001050543 | YHD | 3.23% | 5 | ||
| FR0010505438.PA | Oudart Actions Françaises I | FR001050543 | YHD | 2.16% | 5 | ||
| FR0010920975.PA | La Française Profil Performance I | FR000701834 | YHD | 2.54% | 5 | ||
| FR0012336758.PA | La Française Index Variable S | FR001299035 | 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.