FDE Midcaps AI
Ticker
FR0012716751.PA
ISIN
FR001271675
Price
EUR 111,870.00
Change Today
+463.00 / 0.416 %
Price 1 year ago
87,642.30 / 27.644 %
Morningstar
5
52 Week Low
74,796.70
52 Week High
113,982.00
200 Day Moving Average 95,019.72
95,019.72
50-day Moving Average
106,960.73
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 12.14% |
| Average Annual Volatility | 23.264% |
| Sharpe Ratio | 0.52 |
| Sortino Ratio | 0.53 |
| Maximum Drawdown | -26.0% |
| Maximum Drawdown Date | 2016-02-11 |
| Calmar Ratio | -0.28 |
Company information
Summary
Cet OPCVM a pour objectif de gestion la recherche d’une performance annualisée nette de frais fixes de gestion supérieure à celle de l’indicateur de référence CAC ALL TRADABLE Net Return (dividendes réinvestis), sur la durée de placement recommandée.
Market
US
Category
Foreign Large Growth
Expense Ratio
-
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Industrials | 28.63% |
| Technology | 21.37% |
| Consumer cyclical | 16.58% |
| Consumer defensive | 8.26% |
| Basic materials | 7.79% |
| Healthcare | 6.97% |
| Financial services | 5.24% |
| Communication services | 4.76% |
| Energy | 0.40% |
| Realestate | 0.00% |
| Utilities | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| VCISF.PA | Vinci SA | 3.55% |
| VEOEF.PA | Veolia Environnement SA | 3.44% |
| CAPMF.PA | Capgemini SA | 3.36% |
| FNCTF.PA | Orange SA | 3.34% |
| PEUGF.PA | Peugeot SA | 3.26% |
| EADSF.PA | Airbus Group SE | 3.16% |
| BVDRF.PA | Marie Brizard Wine and Spirits SA | 3.13% |
| FGR.PA | Eiffage SA | 3.11% |
| APMSF.SA | Aperam SA | 2.91% |
| BOUYF.PA | Bouygues | 2.91% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0011152404.PA | Turgot Smidcaps France | FR001115240 | YHD | 3 | |||
| FR0011414374.PA | Turgot Smidcaps France BC | FR001141437 | YHD | 3 | |||
| FR0011804889.PA | Gresham Stratégie Midcaps | GB000560399 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0012716751.PA | FDE Midcaps AI | FR001271675 | YHD | 5 | Candriam World Alternative Alphamax I EUR |
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.