Agipi Monde Durable
Ticker
FR0010500603.PA
ISIN
FR0010500603
Price
EUR 107.58
Change Today
+0.14 / 0.13 %
Price 1 year ago
90.25 / 19.202 %
Morningstar
5
52 Week Low
88.14
52 Week High
109.75
200 Day Moving Average 99.34
99.34
50-day Moving Average
105.73
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 5.454% |
| Average Annual Volatility | 29.086% |
| Sharpe Ratio | 0.19 |
| Sortino Ratio | 0.12 |
| Maximum Drawdown | -49.0% |
| Maximum Drawdown Date | 2009-02-27 |
| Calmar Ratio | -0.09 |
Company information
Summary
L’objectif de la SICAV vise à obtenir une performance supérieure à l’indicateur de référence composite 50% MSCI WORLD NR (EUR) + 50% FTSE Environmental Opportunities All-Shares sur la durée de placement recommandée.
Market
US
Category
Foreign Large Growth
Expense Ratio
1.64%
Fund family
-
Morningstar
5
Yield
0.0217
Exchange
YHD
| Sector | Weight |
|---|---|
| Industrials | 27.12% |
| Technology | 11.89% |
| Consumer cyclical | 11.56% |
| Healthcare | 11.07% |
| Financial services | 10.33% |
| Utilities | 7.74% |
| Consumer defensive | 7.37% |
| Basic materials | 5.79% |
| Energy | 4.37% |
| Communication services | 1.80% |
| Realestate | 0.96% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| EJPRF | East Japan Railway Co | 2.69% |
| ECL | Ecolab Inc | 2.3% |
| KUBTF | Kubota Corp | 2.17% |
| IR | Ingersoll-Rand PLC | 2.14% |
| DHR | Danaher Corp | 2.02% |
| AWK | American Water Works Co Inc | 2.01% |
| SVTRF.L | Severn Trent PLC | 1.96% |
| WM | Waste Management Inc | 1.96% |
| MRAAF | Murata Manufacturing Co Ltd | 1.86% |
| SBGSF.PA | Schneider Electric SE | 1.85% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000097156.PA | Monde Gan ID | FR000029012 | YHD | 1.07% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0000421109.PA | HSBC Actions Monde | FR000042110 | YHD | 1.67% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0007045554.PA | ALM Actions Monde | FR0007045554 | YHD | 2.16% | 5 | ||
| FR0007491782.PA | Brongniart Monde C | FR0007491782 | YHD | 3.49% | 5 | ||
| FR0010315093.PA | BNP Paribas Protection Monde | FR0010315093 | YHD | 2.55% | 5 | ||
| FR0010318121.PA | Monde Gan IC | FR001031812 | YHD | 1.01% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0010500603.PA | Agipi Monde Durable | FR0010500603 | YHD | 1.64% | 5 | ||
| FR0010722330.PA | Monde Gan M | JP316749000 | YHD | 0.76% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0010819375.PA | Brongniart Monde | FR0007491782 | YHD | 3.18% | 5 | ||
| FR0012881688.PA | Groupama Horizon Obligations Monde | FR001288168 | YHD | 5 | Candriam World Alternative Alphamax C 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.