Portafoglio modello in fondi : Equilibrato
SISF US Large Cap A Acc USD 14% Sistema Anima Europa A 13% Eurizon Obbl Euro Breve Ter A EUR Acc 10% Amundi Abs Ret Global Opp Bond E2 EUR C 10% Carmignac Patrimoine E EUR Acc 8% FF Asia Pacific Dividend A USD 5% Franklin Diversified Dynamic N Acc EUR 15% Invesco Global Flex Bond E Acc EUR 15% Eurizon Profilo Fless Equilibrio EUR Acc 0% DNCA Invest Eurose B EUR 1% GAM Star Cat Bond Ord Acc 2% Amundi Income Opport G EUR Hgd C 3% Amundi New Silk Road G EUR C 3% SISF US Large Cap A Acc USD 14% Sistema Anima Europa A 13% Eurizon Obbl Euro Breve Ter A EUR Acc 10% Franklin Diversified Dynamic N Acc EUR 15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Invesco Global Flex Bond E Acc EUR-5,211,0513,119,59Notation au 31/03/2025 : 71 / 10017/04/25
Franklin Diversified Dynamic N Acc EUR-9,30-0,410,2134,91Notation au 31/03/2025 : 57 / 10017/04/25
SISF US Large Cap A Acc USD-16,08-1,4521,9593,76Notation au 31/03/2025 : 88 / 10017/04/25
Sistema Anima Europa A0,460,838,7752,46Notation au 31/03/2025 : 58 / 10016/04/25
Eurizon Obbl Euro Breve Ter A EUR Acc0,883,763,585,24Notation au 31/03/2025 : 45 / 10016/04/25
Amundi Abs Ret Global Opp Bond E2 EUR C0,041,79-3,95-4,96Notation au 31/03/2025 : 11 / 10017/04/25
Carmignac Patrimoine E EUR Acc0,061,005,1911,85Notation au 31/03/2025 : 53 / 10017/04/25
FF Asia Pacific Dividend A USD-8,100,79-3,0739,74Notation au 31/03/2025 : 82 / 10017/04/25
Amundi New Silk Road G EUR C-11,77-0,85-2,8529,93Notation au 31/03/2025 : 65 / 10017/04/25
Amundi Income Opport G EUR Hgd C2,574,326,7534,91Notation au 31/03/2025 : 84 / 10017/04/25
GAM Star Cat Bond Ord Acc-8,384,7823,5134,72Notation au 31/03/2025 : 91 / 10014/04/25
DNCA Invest Eurose B EUR2,824,7812,0729,97Notation au 31/03/2025 : 95 / 10016/04/25
Eurizon Profilo Fless Equilibrio EUR Acc-0,022,860,025,16Notation au 31/03/2025 : 37 / 10016/04/25
Obbligazioni
Bilanciati
Azioni
37%
28%
35%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
10,0Obblig. euro breve term.
 
10,0Obblig. Euro all maturit.
 
17,0Obblig. Globale
 
13,0Az. Europa
 
14,0Az. USA
 
5,0Az. Pacifico
 
3,0Az. Paesi Emergenti
 
10,0Flessibili prudenti
 
18,0Flessibili dinamici
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sabato 19 aprile 2025
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