Brongniart Monde
Ticker
FR0010819375.PA
ISIN
FR0007491782
Price
EUR 320,272.00
Change Today
+124.00 / 0.039 %
Price 1 year ago
228,514.00 / 40.154 %
Morningstar
5
52 Week Low
220,657.00
52 Week High
327,999.00
200 Day Moving Average 269,980.64
269,980.64
50-day Moving Average
310,863.92
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 21.819% |
| Average Annual Volatility | 24.104% |
| Sharpe Ratio | 0.91 |
| Sortino Ratio | 1.36 |
| Maximum Drawdown | -19.0% |
| Maximum Drawdown Date | 2012-05-31 |
| Calmar Ratio | -0.41 |
Company information
Summary
L’OPCVM a pour objectif de gestion la recherche d’une performance qui suit l’évolution des marchés d’actions internationaux, sur la durée de placement recommandée.
Market
US
Category
EUR Aggressive Allocation - Global
Expense Ratio
3.18%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer defensive | 18.76% |
| Consumer cyclical | 14.13% |
| Healthcare | 13.27% |
| Basic materials | 10.91% |
| Industrials | 10.75% |
| Financial services | 10.53% |
| Technology | 6.91% |
| Energy | 6.31% |
| Realestate | 4.91% |
| Utilities | 2.02% |
| Communication services | 1.49% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| DIS | Walt Disney Co | 2.82% |
| KRYAF.IR | Kerry Group PLC Class A | 2.74% |
| ACN | Accenture PLC A | 2.71% |
| EQR | Equity Residential | 2.57% |
| GBERF | Geberit AG | 2.57% |
| Q | Quintiles Transnational Holdings Inc | 2.55% |
| LRLCF.PA | L'Oreal SA | 2.54% |
| FRRVF.BC | Ferrovial SA | 2.53% |
| ASAZF | Assa Abloy AB B | 2.52% |
| MJN | Mead Johnson Nutrition Co | 2.5% |
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.