ANIMA Euro Equity
Ticker
IE00B8962S65.IR
ISIN
IE00B8962S65
Price
EUR 6.77
Change Today
-0.05 / -0.72 %
Price 1 year ago
6.24 / 8.511 %
Morningstar
5
52 Week Low
6.16
52 Week High
8.04
200 Day Moving Average 6.89
6.89
50-day Moving Average
7.30
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 16.99% |
| Average Annual Volatility | 18.22% |
| Sharpe Ratio | 0.93 |
| Sortino Ratio | 1.18 |
| Maximum Drawdown | -18.0% |
| Maximum Drawdown Date | 2016-01-20 |
| Calmar Ratio | -0.68 |
Company information
Summary
The objective of the Fund is to seek long-term capital appreciation. The Fund will seek to achieve this objective through investment mainly in a diversified portfolio consisting of securities listed (or about to be listed) or traded on any Recognised Exchange in the Euro area.
Market
US
Category
Europe Large-Cap Blend Equity
Expense Ratio
-
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 22.73% |
| Technology | 10.23% |
| Basic materials | 10.16% |
| Consumer defensive | 10.07% |
| Industrials | 10.00% |
| Consumer cyclical | 8.80% |
| Energy | 7.23% |
| Healthcare | 7.10% |
| Communication services | 7.05% |
| Utilities | 6.32% |
| Realestate | 0.31% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| TTFNF.PA | Total SA | 3.74% |
| BAYZF.DE | Bayer AG | 3.01% |
| INGVF | ING Groep NV | 2.99% |
| BCDRF.BC | Banco Santander SA | 2.77% |
| SNYNF.PA | Sanofi SA | 2.63% |
| UNLNF | Unilever NV DR | 2.47% |
| ALIZF.DE | Allianz SE | 2.32% |
| CODGF.PA | Compagnie de Saint-Gobain SA | 2.23% |
| SAPGF.DE | SAP SE | 2.16% |
| DTEGF.DE | Deutsche Telekom AG | 2.09% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| DBEU | Xtrackers MSCI Europe Hedged Equity ETF | US233051853 | PCX | 0.45% | 5 | +7.20 | |
| EQDS.L | iShares MSCI Europe Quality Dividend ESG UCITS ETF | IE00BYYHSM2 | LSE | 0.28% | 5 | ||
| HEDJ | WisdomTree Europe Hedged Equity Fund | US97717X701 | PCX | 0.58% | 5 | +7.13 | |
| HEZU | iShares Currency Hedged MSCI Eurozone ETF | IE00BKBF6616 | PCX | 0.53% | 5 | +9.29 | |
| IE00B8962S65.IR | ANIMA Euro Equity | IE00B8962S65 | YHD | 5 | +4.52 | +1.04 | |
| IESE.AS | iShares MSCI Europe SRI UCITS ETF EUR (Acc) | IE00B52VJ196 | AMS | 0.20% | 5 | -3.29 |
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.