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 Income Opport G EUR Hgd C 3% Amundi New Silk Road G EUR C 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 EUR2,489,406,2417,58Notation au 31/05/2024 : 63 / 10001/07/24
Franklin Diversified Dynamic N Acc EUR6,4412,6813,9436,74Notation au 31/05/2024 : 76 / 10028/06/24
SISF US Large Cap A Acc USD23,3535,8847,98120,71Notation au 31/05/2024 : 82 / 10028/06/24
Anima Europa A EUR (C)7,889,6915,2938,64Notation au 31/05/2024 : 65 / 10028/06/24
Eurizon Obbl Euro Breve Ter A EUR Acc0,462,77-0,500,64Notation au 31/05/2024 : 65 / 10027/06/24
Amundi Abs Ret Global Opp Bond E2 EUR C-1,051,40-9,04-4,92Notation au 31/05/2024 : 11 / 10028/06/24
Carmignac Patrimoine E EUR Acc6,798,89-6,2211,56Notation au 31/05/2024 : 30 / 10028/06/24
FF Asia Pacific Dividend A USD5,609,376,3039,89Notation au 31/05/2024 : 78 / 10028/06/24
Amundi New Silk Road G EUR C12,8215,54-5,9931,15Notation au 31/05/2024 : 53 / 10028/06/24
Amundi Income Opport G EUR Hgd C1,736,472,0914,42Notation au 31/05/2024 : 94 / 10028/06/24
GAM Star Cat Bond Ord Acc8,2013,8337,0741,69Notation au 31/05/2024 : 92 / 10024/06/24
DNCA Invest Eurose B EUR0,745,367,8111,38Notation au 31/05/2024 : 92 / 10028/06/24
Eurizon Profilo Fless Equilibrio EUR Acc1,624,02-3,281,67Notation au 31/05/2024 : 52 / 10027/06/24
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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mercoledì 3 luglio 2024
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