Amarance R
Ticker
FR0012979482.PA
ISIN
FR0012979482
Price
EUR 1,070.17
Change Today
-0.90 / -0.084 %
Price 1 year ago
976.44 / 9.599 %
Morningstar
5
52 Week Low
976.28
52 Week High
1,093.26
200 Day Moving Average 1,039.59
1,039.59
50-day Moving Average
1,077.54
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 4.4% |
| Average Annual Volatility | 6.39% |
| Sharpe Ratio | 0.69 |
| Sortino Ratio | 0.40 |
| Maximum Drawdown | -7.000000000000001% |
| Maximum Drawdown Date | 2016-02-11 |
| Calmar Ratio | -1.02 |
Company information
Summary
L'objectif de gestion est d'obtenir une performance supérieure à celle de l’indicateur de référence (indice Exane ECI-Europe) sur un horizon d’investissement de 3 ans, par une sélection appropriée d’obligations convertibles et d’instruments financiers assimilés.
Market
US
Category
Foreign Large Growth
Expense Ratio
-
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer cyclical | 53.22% |
| Industrials | 15.88% |
| Consumer defensive | 12.41% |
| Healthcare | 8.48% |
| Communication services | 6.24% |
| Energy | 2.32% |
| Financial services | 1.45% |
| Realestate | 0.00% |
| Basic materials | 0.00% |
| Technology | 0.00% |
| Utilities | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| BNP Paribas Cash Invest I | 3.77% | |
| Pirelli Intl 1.75% | 2.8% | |
| Acciona Sa Cv 3% | 2.72% | |
| Iren Spa 4.37% | 2.42% | |
| Thyssenkrupp Ag 4% | 2.41% | |
| Total 0.5% | 2.22% | |
| Faurecia Cv 3.25% | 2.2% | |
| Wendel 6.75% | 2.16% | |
| PGPEF.PA | Publicis Groupe SA | 2.07% |
| Assystem Cv 4% | 2.06% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000299240.PA | Agipi Ambition | FR0000299240 | YHD | 1.44% | 5 | ||
| FR0000442949.PA | Federal Actions Ethiques P A/I | FR0000077769 | YHD | 1.50% | 5 | ||
| FR0000447609.PA | Federal Conviction ISR France P A/I | FR0000077769 | YHD | 1.70% | 5 | ||
| FR0007022694.PA | Allianz Multi Croissance | FR0007022694 | YHD | 1.71% | 5 | ||
| FR0007024880.PA | Afer-Flore | FR0007024880 | YHD | 0.60% | 5 | ||
| FR0007025184.PA | ALM Dynamic | FR0007025184 | YHD | 1.60% | 5 | ||
| FR0007025192.PA | ALM Classic | FR0007025192 | YHD | 1.21% | 5 | ||
| FR0007040373.PA | 29 Haussmann Equilibre | FR0007040373 | YHD | 1.92% | 5 | ||
| FR0007044797.PA | ALM Offensif | FR0007044797 | YHD | 1.86% | 5 | ||
| FR0007045554.PA | ALM Actions Monde | FR0007045554 | YHD | 2.16% | 5 | ||
| FR0007055348.PA | Allianz Créactions II | FR0007055348 | YHD | 0.33% | 5 | ||
| FR0007056924.PA | Aberdeen Wactions | FR0007056924 | YHD | 3.21% | 5 | ||
| FR0007071006.PA | ALM Crédit Euro ISR | FR0013459054 | YHD | 5 | |||
| FR0007468285.PA | Alma Gestion 9 | FR0007468285 | YHD | 0.11% | 5 | ||
| FR0010107706.PA | Karakoram Euro Rendement Réel | FR0010114819 | YHD | 2.32% | 5 | ||
| FR0010114819.PA | Euro Rendement Réel D | FR0010114819 | YHD | 2.32% | 5 | ||
| FR0010232975.PA | AFU | FR0010232975 | YHD | 3.44% | 5 | ||
| FR0010259838.PA | EdR Multi Alternatif Equilibre Euro C | FR0010259820 | YHD | 5 | |||
| FR0010342600.PA | 21 Gestion Active | FR0010342600 | YHD | 2.99% | 5 | ||
| FR0010361600.PA | AAZ Prestige Or | FR0010361600 | YHD | 2.85% | 5 | ||
| FR0010425611.PA | Alpha Drive Global Convertibles | FR0010425611 | YHD | 2.01% | 5 | ||
| FR0010492405.PA | Agipi Grandes Tendances | FR0010492405 | YHD | 2.13% | 5 | ||
| FR0010500603.PA | Agipi Monde Durable | FR0010500603 | YHD | 1.64% | 5 | ||
| FR0010549402.PA | Amundi Actions Objectif Variance | FR0010549402 | YHD | 0.68% | 5 | ||
| FR0010563726.PA | ALM Sélection Euro | FR0010563726 | YHD | 5 | |||
| FR0010626184.PA | Agir avec la Fondation Abbé Pierre | FR0010626184 | YHD | 0.19% | 5 | ||
| FR0010629014.PA | Ailephant | FR0010629014 | YHD | 5 | |||
| FR0010691311.PA | Airbus Group Euroblig | FR0010691311 | YHD | 0.63% | 5 | ||
| FR0010702829.PA | Amundi Actions Objectif Variance P | FR0010702829 | YHD | 1.68% | 5 | ||
| FR0010996611.PA | Agipi Actions Emergents | FR0010996611 | YHD | 5 | |||
| FR0011067594.PA | Allianz Team WC | FR0011067594 | YHD | 5 | |||
| FR0011368182.PA | Amundi Diversification Actions Emerg P | FR0011368182 | YHD | 5 | |||
| FR0011386333.PA | Amundi Diversification Actions Emergentes | FR0011368182 | YHD | 5 | |||
| FR0011636182.PA | Acticcia Vie | FR0013242161 | YHD | 5 | |||
| FR0011828177.PA | Acticcia Vie N°2 | FR0011828177 | YHD | 5 | |||
| FR0012017598.PA | Acticcia 90 N°3 | FR0012017598 | YHD | 5 | |||
| FR0012018745.PA | Acticcia Vie N°3 | FR0012018745 | YHD | 5 | |||
| FR0012287233.PA | Acticcia 90 N°4 | FR0012287233 | YHD | 5 | |||
| FR0012287316.PA | Acticcia Vie 90 | FR0012287316 | YHD | 5 | |||
| FR0012297240.PA | Acticcia Vie N°4 | FR0012297240 | YHD | 5 | |||
| FR0012333201.PA | Allocation Pilotée Equilibre | FR0012333201 | YHD | 5 | |||
| FR0012333219.PA | Allocation Pilotée Offensive | FR0012333219 | YHD | 5 | |||
| FR0012591576.PA | Acticcia 90 N°5 | FR0012591576 | YHD | 5 | |||
| FR0012618221.PA | Amundi Edmond de Rothschild Sélection | FR0012618221 | YHD | 5 | |||
| FR0012620375.PA | Actigo 90 N°2 | FR0000077769 | YHD | 5 | |||
| FR0012829356.PA | Acticcia 90 N°6 | FR0012829356 | YHD | 5 | |||
| FR0012829364.PA | Acticcia Vie 90 N°2 | FR0012829364 | YHD | 5 | |||
| FR0012979482.PA | Amarance R | FR0012979482 | YHD | 5 | |||
| HJPX | iShares Currency Hedged JPX-Nikkei 400 ETF | FR0012329159 | PCX | 0.48% | 5 | ||
| IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | US97717X594 | PCX | 0.58% | 5 | +5.19 |
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.