HSBC Horizon 2031-2033 A
Ticker
FR0000990707.PA
ISIN
FR000099070
Price
EUR 402.20
Change Today
-0.11 / -0.027 %
Price 1 year ago
329.13 / 22.201 %
Morningstar
5
52 Week Low
332.18
52 Week High
406.96
200 Day Moving Average 367.62
367.62
50-day Moving Average
394.51
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 26.29% |
| Average Annual Volatility | 31.116% |
| Sharpe Ratio | 0.84 |
| Sortino Ratio | 0.86 |
| Maximum Drawdown | -51.0% |
| Maximum Drawdown Date | 2009-02-27 |
| Calmar Ratio | -0.43 |
Company information
Summary
L’objectif de gestion du fonds est d’optimiser la performance pour les investisseurs qui souhaiteront retirer leur investissement en 2031, 2032 ou 2033, en diminuant le risque de perte en capital à l’approche de ces trois années. Cet objectif se traduit par un ajustement de l’allocation d’actif du fonds visant à diminuer progressivement la part des produits actions au profit des produits de taux et des produits monétaires afin d’ optimiser le couple rendement/risque de l’investissement au regard de la période résiduelle.
Market
US
Category
Foreign Large Growth
Expense Ratio
2.20%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 17.38% |
| Consumer cyclical | 13.57% |
| Industrials | 11.86% |
| Healthcare | 11.21% |
| Consumer defensive | 10.20% |
| Technology | 10.12% |
| Energy | 6.78% |
| Communication services | 6.62% |
| Basic materials | 6.08% |
| Utilities | 3.48% |
| Realestate | 2.71% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000971418.PA | HSBC Horizon 2019-2021 | FR000097141 | YHD | 2.02% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0000978801.PA | HSBC Horizon 2022-2024 A | FR000097880 | YHD | 2.02% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0000978900.PA | HSBC Horizon 2025-2027 | FR000097890 | YHD | 2.02% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0000978934.PA | HSBC Horizon 2028-2030 A | FR000097893 | YHD | 2.20% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0000990707.PA | HSBC Horizon 2031-2033 A | FR000099070 | YHD | 2.20% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0007037411.PA | Horizon Moyen Terme | FR000703741 | YHD | 1.11% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0007037429.PA | Horizon Moyen Long Terme | FR000703742 | YHD | 1.43% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0007037437.PA | Horizon Long Terme | FR000703743 | YHD | 1.72% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0007037445.PA | Horizon Très Long Terme | FR000703744 | YHD | 1.99% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0007069885.PA | Horizon Long Terme D | FR000703743 | YHD | 1.72% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0010045625.PA | Lazard Horizon 2043-2045 | FR001004562 | YHD | 2.54% | 5 | ||
| FR0010045633.PA | Lazard Horizon 2040-2042 | FR001004563 | YHD | 2.49% | 5 | ||
| FR0010045641.PA | Lazard Horizon 2037-2039 | FR001004564 | YHD | 2.42% | 5 | ||
| FR0010045658.PA | Lazard Horizon 2034-2036 | FR001004565 | YHD | 2.28% | 5 | ||
| FR0010046367.PA | Lazard Horizon 2022-2024 | FR001004636 | YHD | 2.05% | 5 | ||
| FR0010046383.PA | Lazard Horizon 2025-2027 | FR001004638 | YHD | 2.18% | 5 | ||
| FR0010046391.PA | Lazard Horizon 2028-2030 | FR001004639 | YHD | 2.24% | 5 | ||
| FR0010046417.PA | Lazard Horizon 2031-2033 | FR001004641 | YHD | 2.29% | 5 | ||
| FR0010174722.PA | HSBC Horizon 2019-2021 I | FR000097141 | YHD | 1.02% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0010213975.PA | HSBC Horizon 2022-2024 | FR000097880 | YHD | 1.02% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0010213991.PA | HSBC Horizon 2025-2027 I | FR000097890 | YHD | 1.02% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0010214023.PA | HSBC Horizon 2028-2030 | FR001021402 | YHD | 1.10% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0010214031.PA | HSBC Horizon 2031-2033 | FR000099070 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0012881688.PA | Groupama Horizon Obligations Monde | FR001288168 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| IE00B3T2JL14.IR | Baillie Gifford Wldwd Em Mks Horizon CYA | IE00B3T2JL14 | YHD | 5 | -6.62 | +1.10 | |
| IE00BW0DJL69.IR | Baillie Gifford Wldwd Em Mks Horizon B $ | IE00BW0DJL69 | 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.