R Sélection Euro
Ticker
FR0010784330.PA
ISIN
LU111164371
Price
EUR 232.77
Change Today
+1.95 / 0.845 %
Price 1 year ago
173.17 / 34.417 %
Morningstar
5
52 Week Low
154.93
52 Week High
242.13
200 Day Moving Average 196.69
196.69
50-day Moving Average
228.54
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | -4.136% |
| Average Annual Volatility | 60.094% |
| Sharpe Ratio | -0.07 |
| Sortino Ratio | -0.18 |
| Maximum Drawdown | -57.99999999999999% |
| Maximum Drawdown Date | 2003-03-31 |
| Calmar Ratio | -0.25 |
Company information
Summary
R Selection Euro a pour objectif de gestion d’obtenir une performance supérieure à celle de l’indice Euro Stoxx ® DR, en étant en permanence investie et exposée à hauteur de 90% de son actif sur le marché des actions de la zone euro.
Market
US
Category
Europe Large-Cap Blend Equity
Expense Ratio
1.69%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 28.99% |
| Basic materials | 17.18% |
| Consumer cyclical | 14.92% |
| Industrials | 14.91% |
| Technology | 8.14% |
| Communication services | 6.14% |
| Energy | 2.93% |
| Consumer defensive | 2.44% |
| Healthcare | 2.20% |
| Utilities | 2.16% |
| Realestate | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| CAPMF.PA | Capgemini SA | 4.08% |
| CODGF.PA | Compagnie de Saint-Gobain SA | 3.96% |
| PEUGF.PA | Peugeot SA | 3.85% |
| DDAIF.DE | Daimler AG | 3.79% |
| SCGLF.PA | Societe Generale SA | 3.6% |
| AFRAF.PA | Air France-KLM | 3.42% |
| VEOEF.PA | Veolia Environnement SA | 3.25% |
| TIAOF.MI | Telecom Italia SpA | 3.15% |
| ARZGF.MI | Assicurazioni Generali | 3.11% |
| BPESF.BC | Banco Popular Espanol SA | 2.95% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000283053.PA | Objectif Sélection | FR000028305 | YHD | 1.07% | 5 | ||
| FR0000435455.PA | MAIF Europe Sélection | FR000043546 | YHD | 2.37% | 5 | ||
| FR0007016712.PA | Monceau Sélection Internationale | FR000701671 | YHD | 4.08% | 5 | ||
| FR0010147637.PA | Corbeille Sélection Equilibre | FR001014763 | YHD | 5 | |||
| FR0010147645.PA | Corbeille Sélection Performance | FR001014764 | YHD | 5 | |||
| FR0010287102.PA | ING Direct Sélection Europe | FR001028710 | YHD | 2.88% | 5 | ||
| FR0010563726.PA | ALM Sélection Euro | FR0010563726 | YHD | 5 | |||
| FR0010784330.PA | R Sélection Euro | LU111164371 | YHD | 1.69% | 5 | -2.18 | -- |
| FR0011859180.PA | Gresham Sélection PME | GB000560399 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0012618221.PA | Amundi Edmond de Rothschild Sélection | FR0012618221 | 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.