Portafoglio modello in fondi : Prudente
Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Anima Europa A EUR (C) 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% Anima Europa A EUR (C) 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 Acc0,923,51-0,050,83Notation au 30/06/2024 : 45 / 10011/07/24
Carmignac Pf Flexible Bond A EUR Acc3,729,15-0,819,81Notation au 30/06/2024 : 57 / 10011/07/24
Carmignac Patrimoine E EUR Acc7,4411,03-5,4010,73Notation au 30/06/2024 : 26 / 10011/07/24
Invesco Global Flex Bond E Acc EUR2,9812,366,5116,93Notation au 30/06/2024 : 60 / 10012/07/24
Anima Europa A EUR (C)9,5912,3216,7740,47Notation au 30/06/2024 : 71 / 10011/07/24
Franklin Diversified Dynamic N Acc EUR7,4113,9613,7936,77Notation au 30/06/2024 : 76 / 10011/07/24
Amundi Abs Ret Global Opp Bond E2 EUR C-1,072,07-9,02-5,19Notation au 30/06/2024 : 12 / 10011/07/24
SISF US Large Cap A Acc USD23,8735,9546,81115,59Notation au 30/06/2024 : 87 / 10011/07/24
Invesco Euro Ultra-Short Term Debt E Acc1,834,063,172,20Notation au 30/06/2024 : 51 / 10012/07/24
Carmignac Court Terme A EUR Acc1,923,674,883,93Notation au 30/06/2024 : 61 / 10011/07/24
DNCA Invest Eurose B EUR1,956,639,0612,46Notation au 30/06/2024 : 76 / 10011/07/24
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:



martedì 16 luglio 2024
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