Natixis Profil Equilibre
Ticker
FR0010326272.PA
ISIN
-
Price
EUR 150,362.00
Change Today
-596.00 / -0.395 %
Price 1 year ago
141,218.00 / 6.475 %
Morningstar
5
52 Week Low
135,004.00
52 Week High
151,729.00
200 Day Moving Average 143,875.92
143,875.92
50-day Moving Average
150,164.64
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 6.292% |
| Average Annual Volatility | 7.374% |
| Sharpe Ratio | 0.85 |
| Sortino Ratio | 1.14 |
| Maximum Drawdown | -3.0% |
| Maximum Drawdown Date | 2016-11-04 |
| Calmar Ratio | -5.30 |
Company information
Summary
L’objectif du FCP est de maximiser la performance par le biais d’une gestion active et discrétionnaire fondée sur les trois principales classes d’actifs financiers : monétaire, obligataire et actions, au terme d’une durée de placement recommandée minimale de quatre ans.
Market
US
Category
Foreign Large Growth
Expense Ratio
1.62%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 18.97% |
| Industrials | 14.94% |
| Healthcare | 12.44% |
| Consumer cyclical | 11.62% |
| Technology | 10.64% |
| Consumer defensive | 9.74% |
| Communication services | 6.80% |
| Energy | 4.46% |
| Basic materials | 4.31% |
| Utilities | 4.25% |
| Realestate | 1.83% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000288037.PA | LBPAM Profil 50 D A/I | FR000028804 | YHD | 1.25% | 5 | ||
| FR0000288045.PA | LBPAM Profil 50 | FR000028803 | YHD | 1.25% | 5 | ||
| FR0000288052.PA | LBPAM Profil 15 | FR000028805 | YHD | 1.08% | 5 | ||
| FR0000288060.PA | LBPAM Profil 15 C | FR000028806 | YHD | 1.08% | 5 | ||
| FR0000437881.PA | Fructifonds Profil 3 | FR000043788 | YHD | 2.06% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0000437899.PA | Fructifonds Profil 6 | FR000043789 | PAR | 2.52% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0000437907.PA | Fructifonds Profil 9 | FR000043790 | YHD | 3.24% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0007018346.PA | La Française Profil Performance | FR000701834 | YHD | 3.37% | 5 | ||
| FR0010075796.PA | Ecureuil Profil 90 | FR001007579 | YHD | 2.12% | 5 | ||
| FR0010326264.PA | Natixis Profil Sérénité | FR001340976 | YHD | 1.31% | 5 | ||
| FR0010326272.PA | Natixis Profil Equilibre | YHD | 1.62% | 5 | -2.18 | -- | |
| FR0010326280.PA | Natixis Profil Dynamique | FR001032628 | YHD | 1.94% | 5 | ||
| FR0010920975.PA | La Française Profil Performance I | FR000701834 | YHD | 2.54% | 5 | ||
| FR0012716835.PA | FDE Profil 0-100 | FR001271683 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0012902435.PA | LBPAM Multi Asset Profil 3 R A/I | FR000098575 | 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.