Kirao Multicaps AC
Ticker
FR0012020741.PA
ISIN
FR001202074
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
Dans le cadre d’une gestion actions discrétionnaire, le FCP a pour objectif long terme d’obtenir une performance annualisée supérieure à celle d’un indice synthétique dont les composantes sont le Cac All Tradable Net Return pour 70% (dividendes réinvestis) et l’Euro STOXX Total Market Index (dividendes réinvestis) pour 30%.
Market
US
Category
France Equity
Expense Ratio
-
Fund family
-
Morningstar
2
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer cyclical | 27.08% |
| Industrials | 26.50% |
| Technology | 24.72% |
| Healthcare | 12.18% |
| Consumer defensive | 7.96% |
| Utilities | 1.56% |
| Realestate | 0.00% |
| Basic materials | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Energy | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| EXE.PA | Exel Industries SA | 5.78% |
| CAPMF.PA | Capgemini SA | 5.1% |
| HAVSF.PA | Havas | 4.91% |
| FVLEF.PA | Faiveley Transport SA | 4.55% |
| Lyxor ETF Daily Leverage CAC 40 A/I | 4.31% | |
| SOP.PA | Sopra Steria Group SA | 4.07% |
| PGPEF.PA | Publicis Groupe SA | 3.94% |
| SBT.PA | Oeneo | 3.83% |
| AOMFF.PA | Alstom SA | 3.5% |
| CGD.PA | Cegid Group | 3.49% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00000QC1.F | AXA Indice France D | FR000017043 | FRA | 0.83% | 5 | ||
| 0P00000QGF.F | Groupama France Stock NC | FR000098978 | FRA | 5 | |||
| 0P00000QGZ.F | France Gan ID | FR000029012 | FRA | 0.99% | 5 | ||
| 0P0000205B.F | France Gan IC | FR001026382 | FRA | 0.99% | 5 | ||
| 0P000029OS.F | Seeyond Actions CAC 40 MD | FR001017734 | FRA | 5 | |||
| 0P00005ZXU.F | Amundi Resa Actions France NC | FR001018488 | FRA | 0.69% | 5 | ||
| 0P0000WUA4.F | Groupama France Stock M | FR001129238 | FRA | 5 | |||
| C40.PA | Amundi Index Solutions - Amundi CAC 40 | LU1681046931 | PAR | 0.15% | 5 | -0.44 | |
| C40.SW | AMUNDI CAC 40 ETF | LU1681046931 | EBS | 0.15% | 5 | ||
| C4D.PA | Amundi Index Solutions - Amundi CAC 40 UCITS ETF-D | LU1681047079 | PAR | 0.15% | 5 | -0.44 | |
| C4DE.SW | AMUNDI CAC 40 UCITS ETF DR D | LU1681047079 | EBS | 0.15% | 5 | ||
| CAC.PA | Lyxor CAC 40 (DR) UCITS ETF Dist | FR0007052782 | PAR | 0.25% | 5 | +0.50 | |
| CACC.PA | Lyxor CAC 40 (DR) UCITS ETF | FR0013380607 | PAR | 0.25% | 5 | +0.540 | -- |
| CF1.PA | Amundi ETF MSCI France UCITS ETF | FR0010655704 | PAR | 0.25% | 5 | -0.05 | |
| FR0000290124.PA | France Gan ID | FR000029012 | YHD | 0.99% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0000989782.PA | Groupama France Stock IC | FR000098978 | YHD | 0.98% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0007052782.PA | PSX | 5 | |||||
| FR0010177345.PA | Seeyond Actions CAC 40 M | FR001017734 | YHD | 0.25% | 5 | ||
| FR0010263822.PA | France Gan | FR001026382 | YHD | 0.99% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0010655704.PA | PSX | 5 | |||||
| FR0011292382.PA | Groupama France Stock | FR001129238 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0012020766.PA | Kirao Multicaps NC | PSX | 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.