Amilton Premium Europe
Ticker
FR0010687749.PA
ISIN
FR0010687749
Price
EUR 205.71
Change Today
+1.19 / 0.582 %
Price 1 year ago
127.94 / 60.786 %
Morningstar
5
52 Week Low
125.93
52 Week High
210.25
200 Day Moving Average 153.87
153.87
50-day Moving Average
187.17
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 20.893% |
| Average Annual Volatility | 27.733% |
| Sharpe Ratio | 0.75 |
| Sortino Ratio | 0.79 |
| Maximum Drawdown | -51.0% |
| Maximum Drawdown Date | 2003-03-31 |
| Calmar Ratio | -0.25 |
Company information
Summary
L’objectif de gestion du Fonds vise à surperformer l’indice de référence STOXX SMALL 200 NR (EUR), calculé dividendes réinvestis, sur un horizon de placement recommandé de 5 ans.
Market
US
Category
Europe Mid-Cap Equity
Expense Ratio
2.93%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Industrials | 28.98% |
| Consumer cyclical | 22.48% |
| Technology | 19.11% |
| Basic materials | 7.58% |
| Realestate | 5.31% |
| Consumer defensive | 5.04% |
| Healthcare | 4.21% |
| Financial services | 3.16% |
| Energy | 2.22% |
| Utilities | 1.90% |
| Communication services | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| FVLEF.PA | Faiveley Transport SA | 2.96% |
| TRI.PA | Trigano SA | 2.45% |
| AURS.PA | Aures Technologies SA | 2.31% |
| CGD.PA | Cegid Group | 2.22% |
| JUN3.DE | Jungheinrich AG | 2.17% |
| BWO | BUWOG AG | 2.07% |
| TTK.DE | Takkt AG | 2.05% |
| BREE.L | Breedon Aggregates Ltd | 2.0% |
| EXE.PA | Exel Industries SA | 1.98% |
| ECONB | Econocom Group SA/NV Class D | 1.8% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P0001DDG2.F | FDC Premium C/D | FR001323263 | FRA | 5 | |||
| FR0010180786.PA | UFF Séléction Premium A | PSX | 5 | ||||
| FR0010687749.PA | Amilton Premium Europe | FR0010687749 | YHD | 2.93% | 5 | ||
| FR0010917211.PA | Convictions Premium USD | FR001091721 | PAR | 5 | |||
| FR0011962414.PA | Convictions Premium D A/I | PSX | 5 | ||||
| FR0012830933.PA | Amilton Premium I | FR0012830933 | 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.