Portafoglio modello in fondi : Prudente
Carmignac Patrimoine E EUR Acc
14% Invesco Global Flex Bond E Acc EUR
12% Sistema Anima Europa A
10% Franklin Diversified Dynamic N Acc EUR
8% Amundi Abs Ret Global Opp Bond E2 EUR C
8% SISF US Large Cap A Acc USD
5% Carmignac Pf Flexible Bond A EUR Acc
15% Eurizon Obbl Euro Breve Ter A EUR Acc
15% DNCA Invest Eurose B EUR
3% Carmignac Court Terme A EUR Acc
5% Invesco Euro Ultra-Short Term Debt E Acc
5% Carmignac Patrimoine E EUR Acc
14% Invesco Global Flex Bond E Acc EUR
12% Sistema Anima Europa A
10% Franklin Diversified Dynamic N Acc EUR
8% Carmignac Pf Flexible Bond A EUR Acc
15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Eurizon Obbl Euro Breve Ter A EUR Acc1,184,014,674,56Notation au 30/04/2025 : 62 / 10029/05/25
Carmignac Pf Flexible Bond A EUR Acc3,396,3313,5614,24Notation au 30/04/2025 : 80 / 10028/05/25
Carmignac Patrimoine E EUR Acc5,196,3614,5113,91Notation au 30/04/2025 : 63 / 10028/05/25
Invesco Global Flex Bond E Acc EUR-6,501,1910,057,86Notation au 30/04/2025 : 74 / 10030/05/25
Sistema Anima Europa A9,425,3220,8755,55Notation au 30/04/2025 : 54 / 10029/05/25
Franklin Diversified Dynamic N Acc EUR-3,004,0910,3739,00Notation au 30/04/2025 : 59 / 10030/05/25
Amundi Abs Ret Global Opp Bond E2 EUR C1,042,96-1,14-3,78Notation au 30/04/2025 : 12 / 10030/05/25
SISF US Large Cap A Acc USD-5,169,8142,41112,11Notation au 30/04/2025 : 84 / 10030/05/25
Invesco Euro Ultra-Short Term Debt E Acc1,063,387,576,48Notation au 30/04/2025 : 47 / 10030/05/25
Carmignac Court Terme A EUR Acc0,922,837,986,81Notation au 30/04/2025 : 72 / 10028/05/25
DNCA Invest Eurose B EUR5,775,9014,2530,28Notation au 30/04/2025 : 81 / 10028/05/25
Monetari
Obbligazioni
Bilanciati
Azioni
5%
55%
25%
15%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
5,0Liquidità
 
20,0Obblig. euro breve term.
 
23,0Obblig. Euro all maturit.
 
12,0Obblig. Globale
 
10,0Az. Europa
 
5,0Az. USA
 
17,0Flessibili prudenti
 
8,0Flessibili dinamici
Ottieni questo portafoglio a partire da un portafoglio esistente:



lunedì 2 giugno 2025
  Info e supporto