Portafoglio modello in fondi : Prudente
Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Anima Europa A EUR (C) 10% Franklin Diversified Dynamic N Acc EUR 8% Amundi Abs Ret Global Opp Bond E2 EUR C 8% SISF US Large Cap A Acc USD 5% Carmignac Pf Flexible Bond A EUR Acc 15% Eurizon Obbl Euro Breve Ter A EUR Acc 15% DNCA Invest Eurose B EUR 3% Carmignac Court Terme A EUR Acc 5% Invesco Euro Ultra-Short Term Debt E Acc 5% Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Anima Europa A EUR (C) 10% Franklin Diversified Dynamic N Acc EUR 8% Carmignac Pf Flexible Bond A EUR Acc 15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Eurizon Obbl Euro Breve Ter A EUR Acc0,362,38-0,551,22Notation au 30/04/2024 : 61 / 10015/05/24
Carmignac Pf Flexible Bond A EUR Acc3,076,89-1,2512,27Notation au 30/04/2024 : 70 / 10015/05/24
Carmignac Patrimoine E EUR Acc5,727,23-5,5213,29Notation au 30/04/2024 : 32 / 10015/05/24
Invesco Global Flex Bond E Acc EUR1,846,528,7518,65Notation au 30/04/2024 : 64 / 10016/05/24
Anima Europa A EUR (C)10,548,5320,7544,31Notation au 30/04/2024 : 64 / 10015/05/24
Franklin Diversified Dynamic N Acc EUR5,0612,4515,4535,20Notation au 30/04/2024 : 73 / 10015/05/24
Amundi Abs Ret Global Opp Bond E2 EUR C-0,75-0,64-8,82-4,00Notation au 30/04/2024 : 11 / 10015/05/24
SISF US Large Cap A Acc USD16,6132,3449,21110,17Notation au 30/04/2024 : 84 / 10016/05/24
Invesco Euro Ultra-Short Term Debt E Acc1,243,752,511,59Notation au 30/04/2024 : 64 / 10016/05/24
Carmignac Court Terme A EUR Acc1,373,644,213,30Notation au 30/04/2024 : 53 / 10015/05/24
DNCA Invest Eurose B EUR2,657,769,4914,08Notation au 30/04/2024 : 89 / 10015/05/24
Monetari
Obbligazioni
Bilanciati
Azioni
5%
55%
25%
15%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
5,0Liquidità
 
20,0Obblig. euro breve term.
 
23,0Obblig. Euro all maturit.
 
12,0Obblig. Globale
 
10,0Az. Europa
 
5,0Az. USA
 
17,0Flessibili prudenti
 
8,0Flessibili dinamici
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domenica 19 maggio 2024
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