Cedrus Sustainable Megatrends R EUR
Ticker
FR0011759364.PA
ISIN
FR001175936
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
La gestion a pour objectif de surperformer, sur un horizon minimum de cinq ans, l’indice composite composé à 100% du MSCI World Index Euro, dividendes réinvestis. L’objectif sera réalisé en investissant sur des fonds spécialisés sur des thématiques identifiées par Cedrus AM comme présentant des perspectives de croissance élevées à long-terme. Ces thématiques découlent de tendances affectant durablement la société et l’économie, tendances désignées sous le vocable « Megatrends ». L’indicateur sert de référence a posteriori.
Market
US
Category
Global Flex-Cap Equity
Expense Ratio
-
Fund family
-
Morningstar
3
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Healthcare | 19.41% |
| Technology | 15.63% |
| Industrials | 13.99% |
| Financial services | 10.12% |
| Consumer defensive | 9.42% |
| Consumer cyclical | 9.41% |
| Basic materials | 7.74% |
| Utilities | 6.17% |
| Energy | 3.57% |
| Communication services | 2.57% |
| Realestate | 1.98% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| CBSE.AS | UBS (Lux) Fund Solutions – Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF | LU1484799769 | AMS | 0.25% | 3 | -0.22 | |
| CBSE.L | UBS (Lux) Fund Solutions – Bloomberg MSCI Euro Area Liquid Corporates Sustainable UCITS ETF | LU148479984 | LSE | 0.20% | 3 | ||
| ERTH | Invesco MSCI Sustainable Future ETF | US46137V407 | PCX | 0.56% | 3 | -0.56 | |
| ESGS | Columbia Sustainable U.S. Equity Income ETF | US19761L300 | PCX | 0.35% | 3 | +13.52 | |
| FR0011759364.PA | Cedrus Sustainable Megatrends R EUR | FR001175936 | YHD | 3 | |||
| IQEC.PA | IndexIQ Factors Sustainable Corporate Euro Bond | LU160379073 | PAR | 0.35% | 4 | ||
| MDBU.L | UBS(Lux)Fund Solutions – Sustainable Development Bank Bonds UCITS ETF(USD)A-dis | LU185221296 | LSE | 0.18% | 4 | -1.02 | -- |
| MOAT.L | VanEck Morningstar US Sustainable Wide Moat UCITS ETF | IE00BQQP9H0 | LSE | 0.49% | 4 | +2.67 | |
| PZD | Invesco MSCI Sustainable Future ETF | US46137V407 | PCX | 0.58% | 3 | ||
| SDGA | Impact Shares Sustainable Development Goals Global Equity ETF | US45259A308 | PCX | 0.75% | 4 | -1.42 | -- |
| TSWE.AS | VanEck Sustainable World Equal Weight UCITS ETF | NL0010408704 | AMS | 0.20% | 3 | +2.65 |
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.