Portafoglio modello in fondi : Equilibrato
MSIF Europe Opportunity Fund C EUR Acc
13% Pictet EUR St Mid-Term Bds R EUR
10% Franklin Euro Govt Bd Fd A Ydis EUR
10% Carmignac Pf Emg Patrimoine E EUR Acc
10% MSIF US Growth Fund C EUR
7% Janus Henderson US Forty Fund A2 USD Acc
7% BlackRock Global Allocation Fund A2
15% JPM Global Gov Short Dur Bd A Acc EUR
15% M&G Lux Global Macro Bond Fd A EUR Acc
2% Carmignac Profil Réactif 75 A EUR Acc
3% MSIF Emerging Leaders Equity C EUR
3% JPM Pacific Equity Fund A Acc EUR
5% MSIF Europe Opportunity Fund C EUR Acc
13% Pictet EUR St Mid-Term Bds R EUR
10% Franklin Euro Govt Bd Fd A Ydis EUR
10% Carmignac Pf Emg Patrimoine E EUR Acc
10% BlackRock Global Allocation Fund A2
15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
JPM Global Gov Short Dur Bd A Acc EUR-0,47-0,570,48-2,05Notation au 30/06/2021 : 42 / 10023/07/21
BlackRock Global Allocation Fund A210,6318,2335,6445,01Notation au 30/06/2021 : 88 / 10023/07/21
MSIF Europe Opportunity Fund C EUR Acc19,2545,4781,36102,12Notation au 30/06/2021 : 100 / 10023/07/21
Pictet EUR St Mid-Term Bds R EUR-0,47-0,25-0,48-1,79Notation au 30/06/2021 : 39 / 10023/07/21
Franklin Euro Govt Bd Fd A Ydis EUR-2,660,4710,837,07Notation au 30/06/2021 : 21 / 10023/07/21
Carmignac Pf Emg Patrimoine E EUR Acc2,0317,8333,7228,53Notation au 30/06/2021 : 100 / 10023/07/21
MSIF US Growth Fund C EUR19,8543,98149,20300,39Notation au 30/06/2021 : 70 / 10023/07/21
Janus Henderson US Forty Fund A2 USD Acc24,9642,1893,52164,92Notation au 30/06/2021 : 55 / 10023/07/21
JPM Pacific Equity Fund A Acc EUR6,0825,1350,2095,10Notation au 30/06/2021 : 73 / 10023/07/21
MSIF Emerging Leaders Equity C EUR8,8339,1282,7385,57Notation au 30/06/2021 : 100 / 10023/07/21
Carmignac Profil Réactif 75 A EUR Acc4,5215,1620,0736,23Notation au 30/06/2021 : 70 / 10023/07/21
M&G Lux Global Macro Bond Fd A EUR Acc0,66-1,7415,7410,22Notation au 30/06/2021 : 53 / 10023/07/21
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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mercoledì 28 luglio 2021
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