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-8,15-4,550,179,94Notation au 31/07/2025 : 48 / 10001/09/25
Franklin Diversified Dynamic N Acc EUR-1,502,7313,4434,18Notation au 31/07/2025 : 51 / 10029/08/25
SISF US Large Cap A Acc USD0,6113,4140,17105,67Notation au 31/07/2025 : 95 / 10029/08/25
Sistema Anima Europa A10,306,1624,5949,48Notation au 31/07/2025 : 46 / 10028/08/25
Eurizon Obbl Euro Breve Ter A EUR Acc1,422,645,673,91Notation au 31/07/2025 : 53 / 10028/08/25
Amundi Abs Ret Global Opp Bond E2 EUR C1,932,451,89-3,71Notation au 31/07/2025 : 21 / 10029/08/25
Carmignac Patrimoine E EUR Acc8,689,2119,289,82Notation au 31/07/2025 : 71 / 10029/08/25
FF Asia Pacific Dividend A USD4,017,689,6341,58Notation au 31/07/2025 : 72 / 10029/08/25
Amundi New Silk Road G EUR C7,6416,8120,0433,20Notation au 31/07/2025 : 67 / 10029/08/25
Amundi Income Opport G EUR Hgd C13,969,1623,4533,11Notation au 31/07/2025 : 69 / 10029/08/25
GAM Star Cat Bond Ord Acc-7,584,0213,8843,00Notation au 31/07/2025 : 65 / 10025/08/25
DNCA Invest Eurose B EUR6,156,2518,8527,59Notation au 31/07/2025 : 75 / 10029/08/25
Eurizon Profilo Fless Equilibrio EUR Acc3,424,316,315,12Notation au 31/07/2025 : 39 / 10028/08/25
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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mercoledì 3 settembre 2025
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