Rentabilité Mobilière
Ticker
FR0007453477.PA
ISIN
FR000745347
Price
EUR 4,469.45
Change Today
-58.05 / -1.282 %
Price 1 year ago
2,894.56 / 54.409 %
Morningstar
5
52 Week Low
2,474.02
52 Week High
4,527.50
200 Day Moving Average 3,595.72
3,595.72
50-day Moving Average
3,993.13
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 12.916% |
| Average Annual Volatility | 78.246% |
| Sharpe Ratio | 0.17 |
| Sortino Ratio | 0.37 |
| Maximum Drawdown | -28.000000000000004% |
| Maximum Drawdown Date | 2002-09-26 |
| Calmar Ratio | -1.87 |
Company information
Summary
L'objectif de gestion est l'optimisation de la performance du FCP grâce à une gestion discrétionnaire et à une allocation d'actifs dynamique reposant sur une exposition aux marchés des actions, des obligations et instruments du marché monétaire, européens et internationaux, directement ou via des OPCVM ou des FIA.
Market
US
Category
Foreign Large Growth
Expense Ratio
0.48%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer cyclical | 24.89% |
| Consumer defensive | 16.51% |
| Industrials | 14.29% |
| Technology | 13.40% |
| Healthcare | 11.21% |
| Basic materials | 10.22% |
| Financial services | 5.49% |
| Energy | 3.70% |
| Communication services | 0.28% |
| Realestate | 0.00% |
| Utilities | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| BNP Paribas Mois ISR Classic C | 10.15% | |
| Parvest Equity USA Mid Cap C C | 7.55% | |
| FIM.PA | Fimalac | 5.08% |
| Vivendi Sa 4% | 3.23% | |
| Telefonica Emision 4.75% | 3.06% | |
| Rbs Tv Emtn | 2.63% | |
| VLKAF | Volkswagen AG | 2.51% |
| Abertis 4.75% | 2.38% | |
| Casino 7.5% 05-Perpetuel | 2.05% | |
| Lvmh Tv Emtn | 2.01% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00001P5H.F | Rentabilité Mobilière | FR000745347 | FRA | 5 | |||
| FR0000299240.PA | Agipi Ambition | FR0000299240 | YHD | 1.44% | 5 | ||
| FR0000442949.PA | Federal Actions Ethiques P A/I | FR0000077769 | YHD | 1.50% | 5 | ||
| FR0000447609.PA | Federal Conviction ISR France P A/I | FR0000077769 | YHD | 1.70% | 5 | ||
| FR0007022694.PA | Allianz Multi Croissance | FR0007022694 | YHD | 1.71% | 5 | ||
| FR0007024880.PA | Afer-Flore | FR0007024880 | YHD | 0.60% | 5 | ||
| FR0007025184.PA | ALM Dynamic | FR0007025184 | YHD | 1.60% | 5 | ||
| FR0007025192.PA | ALM Classic | FR0007025192 | YHD | 1.21% | 5 | ||
| FR0007040373.PA | 29 Haussmann Equilibre | FR0007040373 | YHD | 1.92% | 5 | ||
| FR0007044797.PA | ALM Offensif | FR0007044797 | YHD | 1.86% | 5 | ||
| FR0007045554.PA | ALM Actions Monde | FR0007045554 | YHD | 2.16% | 5 | ||
| FR0007055348.PA | Allianz Créactions II | FR0007055348 | YHD | 0.33% | 5 | ||
| FR0007056924.PA | Aberdeen Wactions | FR0007056924 | YHD | 3.21% | 5 | ||
| FR0007071006.PA | ALM Crédit Euro ISR | FR0013459054 | YHD | 5 | |||
| FR0007453477.PA | Rentabilité Mobilière | FR000745347 | YHD | 0.48% | 5 | ||
| FR0007468285.PA | Alma Gestion 9 | FR0007468285 | YHD | 0.11% | 5 | ||
| FR0010107706.PA | Karakoram Euro Rendement Réel | FR0010114819 | YHD | 2.32% | 5 | ||
| FR0010114819.PA | Euro Rendement Réel D | FR0010114819 | YHD | 2.32% | 5 | ||
| FR0010232975.PA | AFU | FR0010232975 | YHD | 3.44% | 5 | ||
| FR0010259838.PA | EdR Multi Alternatif Equilibre Euro C | FR0010259820 | YHD | 5 | |||
| FR0010342600.PA | 21 Gestion Active | FR0010342600 | YHD | 2.99% | 5 | ||
| FR0010361600.PA | AAZ Prestige Or | FR0010361600 | YHD | 2.85% | 5 | ||
| FR0010425611.PA | Alpha Drive Global Convertibles | FR0010425611 | YHD | 2.01% | 5 | ||
| FR0010492405.PA | Agipi Grandes Tendances | FR0010492405 | YHD | 2.13% | 5 | ||
| FR0010500603.PA | Agipi Monde Durable | FR0010500603 | YHD | 1.64% | 5 | ||
| FR0010549402.PA | Amundi Actions Objectif Variance | FR0010549402 | YHD | 0.68% | 5 | ||
| FR0010563726.PA | ALM Sélection Euro | FR0010563726 | YHD | 5 | |||
| FR0010626184.PA | Agir avec la Fondation Abbé Pierre | FR0010626184 | YHD | 0.19% | 5 | ||
| FR0010629014.PA | Ailephant | FR0010629014 | YHD | 5 | |||
| FR0010691311.PA | Airbus Group Euroblig | FR0010691311 | YHD | 0.63% | 5 | ||
| FR0010702829.PA | Amundi Actions Objectif Variance P | FR0010702829 | YHD | 1.68% | 5 | ||
| FR0010996611.PA | Agipi Actions Emergents | FR0010996611 | YHD | 5 | |||
| FR0011067594.PA | Allianz Team WC | FR0011067594 | YHD | 5 | |||
| FR0011368182.PA | Amundi Diversification Actions Emerg P | FR0011368182 | YHD | 5 | |||
| FR0011386333.PA | Amundi Diversification Actions Emergentes | FR0011368182 | YHD | 5 | |||
| FR0011636182.PA | Acticcia Vie | FR0013242161 | YHD | 5 | |||
| FR0011828177.PA | Acticcia Vie N°2 | FR0011828177 | YHD | 5 | |||
| FR0012017598.PA | Acticcia 90 N°3 | FR0012017598 | YHD | 5 | |||
| FR0012018745.PA | Acticcia Vie N°3 | FR0012018745 | YHD | 5 | |||
| FR0012287233.PA | Acticcia 90 N°4 | FR0012287233 | YHD | 5 | |||
| FR0012287316.PA | Acticcia Vie 90 | FR0012287316 | YHD | 5 | |||
| FR0012297240.PA | Acticcia Vie N°4 | FR0012297240 | YHD | 5 | |||
| FR0012333201.PA | Allocation Pilotée Equilibre | FR0012333201 | YHD | 5 | |||
| FR0012333219.PA | Allocation Pilotée Offensive | FR0012333219 | YHD | 5 | |||
| FR0012591576.PA | Acticcia 90 N°5 | FR0012591576 | YHD | 5 | |||
| FR0012618221.PA | Amundi Edmond de Rothschild Sélection | FR0012618221 | YHD | 5 | |||
| FR0012620375.PA | Actigo 90 N°2 | FR0000077769 | YHD | 5 | |||
| FR0012829356.PA | Acticcia 90 N°6 | FR0012829356 | YHD | 5 | |||
| FR0012829364.PA | Acticcia Vie 90 N°2 | FR0012829364 | YHD | 5 | |||
| FR0012979482.PA | Amarance R | FR0012979482 | YHD | 5 | |||
| HJPX | iShares Currency Hedged JPX-Nikkei 400 ETF | FR0012329159 | PCX | 0.48% | 5 | ||
| IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | US97717X594 | PCX | 0.58% | 5 | +5.19 |
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.