Portafoglio modello in fondi : Equilibrato
SISF US Large Cap A Acc USD 14% Anima Europa A EUR (C) 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 New Silk Road G EUR C 3% Amundi Pioneer Income Opp G EUR HC 3% SISF US Large Cap A Acc USD 14% Anima Europa A EUR (C) 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 EUR1,817,728,2718,29Notation au 31/03/2024 : 78 / 10002/05/24
Franklin Diversified Dynamic N Acc EUR1,259,2710,9327,13Notation au 31/03/2024 : 76 / 10001/05/24
SISF US Large Cap A Acc USD11,4527,5540,3793,72Notation au 31/03/2024 : 87 / 10001/05/24
Anima Europa A EUR (C)6,605,0217,6334,87Notation au 31/03/2024 : 62 / 10029/04/24
Eurizon Obbl Euro Breve Ter A EUR Acc-0,012,30-0,980,69Notation au 31/03/2024 : 71 / 10030/04/24
Amundi Abs Ret Global Opp Bond E2 EUR C-1,66-0,92-9,73-4,65Notation au 31/03/2024 : 13 / 10030/04/24
Carmignac Patrimoine E EUR Acc3,825,97-8,729,96Notation au 31/03/2024 : 40 / 10030/04/24
FF Asia Pacific Dividend A USD2,865,475,6432,75Notation au 31/03/2024 : 70 / 10001/05/24
Amundi Pioneer Income Opp G EUR HC1,906,093,5611,64Notation au 31/03/2024 : 90 / 10030/04/24
Amundi New Silk Road G EUR C8,8415,35-5,92 Notation au 31/03/2024 : 45 / 10030/04/24
GAM Star Cat Bond Ord Acc8,4918,7136,0739,93Notation au 31/03/2024 : 91 / 10022/04/24
DNCA Invest Eurose B EUR1,476,498,9510,83Notation au 31/03/2024 : 88 / 10030/04/24
Eurizon Profilo Fless Equilibrio EUR Acc0,763,01-3,641,45Notation au 31/03/2024 : 59 / 10030/04/24
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 3 maggio 2024
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