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-2,692,6717,0018,71Notation au 28/02/2025 : 79 / 10031/03/25
Franklin Diversified Dynamic N Acc EUR-4,001,726,2249,32Notation au 28/02/2025 : 58 / 10031/03/25
SISF US Large Cap A Acc USD-9,585,1329,19135,17Notation au 28/02/2025 : 95 / 10031/03/25
Sistema Anima Europa A5,113,1114,8764,42Notation au 28/02/2025 : 64 / 10031/03/25
Eurizon Obbl Euro Breve Ter A EUR Acc0,513,272,954,36Notation au 28/02/2025 : 55 / 10028/03/25
Amundi Abs Ret Global Opp Bond E2 EUR C0,591,24-4,40-3,13Notation au 28/02/2025 : 15 / 10031/03/25
Carmignac Patrimoine E EUR Acc1,342,437,2016,59Notation au 28/02/2025 : 50 / 10031/03/25
FF Asia Pacific Dividend A USD-1,446,724,2361,78Notation au 28/02/2025 : 79 / 10031/03/25
Amundi New Silk Road G EUR C-3,476,146,7352,82Notation au 28/02/2025 : 56 / 10031/03/25
Amundi Income Opport G EUR Hgd C5,324,928,7541,83Notation au 28/02/2025 : 85 / 10031/03/25
GAM Star Cat Bond Ord Acc-4,1511,9730,0138,16Notation au 28/02/2025 : 91 / 10024/03/25
DNCA Invest Eurose B EUR3,635,2212,7231,48Notation au 28/02/2025 : 94 / 10031/03/25
Eurizon Profilo Fless Equilibrio EUR Acc0,542,880,427,18Notation au 28/02/2025 : 24 / 10028/03/25
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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venerdì 4 aprile 2025
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