Allianz Finance Actions France
Ticker
FR0007432208.PA
ISIN
FR0000945453
Price
EUR 978.86
Change Today
+7.18 / 0.739 %
Price 1 year ago
690.94 / 41.671 %
Morningstar
4
52 Week Low
652.26
52 Week High
1,000.31
200 Day Moving Average 800.13
800.13
50-day Moving Average
953.25
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 29.316% |
| Average Annual Volatility | 60.859% |
| Sharpe Ratio | 0.48 |
| Sortino Ratio | 0.77 |
| Maximum Drawdown | -62.0% |
| Maximum Drawdown Date | 2003-03-31 |
| Calmar Ratio | -0.68 |
Company information
Summary
Le FCP est un OPC nourricier de l'OPC maître ALLIANZ ACTIONS FRANCE. Rappel de l'objectif de gestion de l'OCPVM maître : La SICAV a pour objectif de gestion de permettre une dynamisation des investissements, effectués sur le marché des actions françaises, afin de rechercher une valorisation du capital à long terme. Les performances du nourricier seront inférieures à celles du Maître en raison de ses propres frais de fonctionnement et de gestion.
Market
US
Category
France Equity
Expense Ratio
2.33%
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Industrials | 26.08% |
| Financial services | 16.57% |
| Consumer cyclical | 14.58% |
| Technology | 12.66% |
| Consumer defensive | 9.28% |
| Healthcare | 8.56% |
| Basic materials | 7.77% |
| Communication services | 2.78% |
| Realestate | 1.72% |
| Utilities | 0.00% |
| Energy | 0.00% |
None
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| CF1.PA | Amundi ETF MSCI France UCITS ETF | FR0010655704 | PAR | 0.25% | 5 | -0.05 | |
| FR0000446312.PA | LBPAM Actions Finance R A/I | FR000028630 | YHD | 1.45% | 5 | ||
| FR0000447609.PA | Federal Conviction ISR France P A/I | FR0000077769 | YHD | 1.70% | 5 | ||
| FR0010613372.PA | LBPAM Actions Finance | FR000028810 | YHD | 1.45% | 5 | ||
| FR0010990093.PA | Testament Obs?ques Financement C | FR001099009 | YHD | 5 | -19.14 | +0.91 | |
| FR0011312859.PA | Testament Obsèques Financement II | PSX | 5 | ||||
| IFRE.AS | iShares MSCI France UCITS ETF | IE00BP3QZJ36 | AMS | 0.25% | 5 | +0.40 | |
| ISFR.L | iShares MSCI France UCITS ETF | IE00BP3QZJ3 | LSE | 0.25% | 5 | +0.40 |
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.