Renaissance Europe I
Ticker
FR0010913624.PA
ISIN
FR000029523
Price
EUR 161.44
Change Today
+1.16 / 0.724 %
Price 1 year ago
125.34 / 28.802 %
Morningstar
4
52 Week Low
122.30
52 Week High
164.46
200 Day Moving Average 134.08
134.08
50-day Moving Average
146.93
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
Parameter | Value |
---|
1 year
Parameter | Value |
---|
History
Parameter | Value |
---|---|
Average Annual Return | 27.309% |
Average Annual Volatility | 20.23% |
Sharpe Ratio | 1.35 |
Sortino Ratio | 2.27 |
Maximum Drawdown | -15.0% |
Maximum Drawdown Date | 2016-02-11 |
Calmar Ratio | -1.44 |
Company information
Summary
L’objectif de la gestion de la SICAV est de rechercher une performance sans référence à un indice, dans une optique moyen/long terme au travers de la sélection de titres (stock picking), en s’exposant sur les marchés d’actions européens.
Market
US
Category
Europe Large-Cap Growth Equity
Expense Ratio
1.42%
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
Sector | Weight |
---|---|
Healthcare | 26.62% |
Technology | 24.91% |
Consumer cyclical | 14.19% |
Consumer defensive | 12.90% |
Industrials | 11.86% |
Basic materials | 8.18% |
Communication services | 1.32% |
Financial services | 0.02% |
Realestate | 0.00% |
Utilities | 0.00% |
Energy | 0.00% |
None
Holdings
Symbol | Name | Allocation |
---|---|---|
ESLOF.PA | Essilor International SA | 5.48% |
IDEXF.BC | Industria De Diseno Textil SA | 4.97% |
NONOF | Novo Nordisk A/S B | 4.91% |
AMADF.BC | Amadeus IT Holding SA | 4.79% |
LRLCF.PA | L'Oreal SA | 4.42% |
CLPBF | Coloplast A/S B | 4.27% |
DASTF.PA | Dassault Systemes SA | 4.21% |
SAPGF.DE | SAP SE | 4.03% |
RHHVF | Roche Holding AG Dividend Right Cert. | 3.95% |
ARMHF.L | ARM Holdings PLC | 3.71% |
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 | |
IEFQ.L | iShares Edge MSCI Europe Quality Factor UCITS ETF | IE00BQN1K56 | LSE | 0.25% | 5 | ||
IESE.AS | iShares MSCI Europe SRI UCITS ETF EUR (Acc) | IE00B52VJ196 | AMS | 0.20% | 5 | -3.29 | |
IESG.L | iShares MSCI Europe SRI UCITS ETF EUR (Acc) | IE00B52VJ19 | LSE | 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.