CM-CIC Pierre
Ticker
FR0010444992.PA
ISIN
FR001044499
Price
EUR 130.22
Change Today
-0.20 / -0.153 %
Price 1 year ago
113.63 / 14.6 %
Morningstar
4
52 Week Low
97.76
52 Week High
131.27
200 Day Moving Average 109.19
109.19
50-day Moving Average
118.35
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 15.15% |
| Average Annual Volatility | 21.927% |
| Sharpe Ratio | 0.69 |
| Sortino Ratio | 1.04 |
| Maximum Drawdown | -13.0% |
| Maximum Drawdown Date | 2016-11-10 |
| Calmar Ratio | -3.24 |
Company information
Summary
Ce FIA est un Fonds d’investissement à vocation générale qui a pour objectif de surperformer l’évolution du marché immobilier et foncier des pays de l’Union Européenne, sur la durée de placement recommandée.
Market
US
Category
Property - Indirect Europe
Expense Ratio
1.54%
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Realestate | 95.25% |
| Healthcare | 3.26% |
| Financial services | 0.50% |
| Industrials | 0.50% |
| Consumer cyclical | 0.49% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Utilities | 0.00% |
| Energy | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| UNBLF.PA | Unibail-Rodamco SE | 6.85% |
| VNA.DE | Vonovia SE | 6.71% |
| KLPEF.PA | Klépierre | 5.42% |
| LSGOF.L | Land Securities Group PLC | 5.17% |
| BRLAF.L | British Land Co PLC | 4.5% |
| GYC.DE | Grand City Properties SA | 4.07% |
| DWHHF.DE | Deutsche Wohnen AG | 3.3% |
| ORPEF.PA | Orpea SA | 3.24% |
| DWVYF.L | Derwent London PLC | 3.18% |
| HMSNF.L | Hammerson PLC | 3.13% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000984221.PA | CM-CIC Pierre D | FR001044499 | YHD | 1.54% | 4 | ||
| FR0010340943.PA | CNP Assur Pierre | FR001333653 | YHD | 1.45% | 5 | ||
| FR0010345769.PA | CNP Assur Pierre A A/I | PSX | 4 | ||||
| FR0010444992.PA | CM-CIC Pierre | FR001044499 | YHD | 1.54% | 4 | ||
| FR0010626184.PA | Agir avec la Fondation Abbé Pierre | FR0010626184 | YHD | 0.19% | 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.