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 Swiss Re Cat Bond Fund Ord Acc 2% Amundi EM Eqty Gr Opp G EUR C 3% Amundi Income Opport G EUR Hgd 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-2,26-5,783,182,56Notation au 31/03/2026 : 39 / 10016/04/26
Franklin Diversified Dynamic N Acc EUR2,8615,4826,7227,87Notation au 31/03/2026 : 47 / 10015/04/26
SISF US Large Cap A Acc USD-0,6223,3462,3875,82Notation au 31/03/2026 : 75 / 10016/04/26
Sistema Anima Europa A3,6321,4026,1840,90Notation au 31/03/2026 : 54 / 10015/04/26
Eurizon Obbl Euro Breve Ter A EUR Acc-0,091,007,173,75Notation au 31/03/2026 : 45 / 10015/04/26
Amundi Abs Ret Global Opp Bond E2 EUR C1,644,275,55-4,10Notation au 31/03/2026 : 25 / 10015/04/26
Carmignac Patrimoine E EUR Acc2,7414,7923,978,57Notation au 31/03/2026 : 71 / 10015/04/26
FF Asia Pacific Dividend A USD10,9936,1741,7639,76Notation au 31/03/2026 : 63 / 10015/04/26
Amundi Income Opport G EUR Hgd C2,5216,8027,0325,31Notation au 31/03/2026 : 90 / 10015/04/26
Amundi EM Eqty Gr Opp G EUR C11,7848,8562,6235,68Notation au 31/03/2026 : 55 / 10015/04/26
GAM Swiss Re Cat Bond Fund Ord Acc1,967,4631,3550,57Notation au 31/03/2026 : 77 / 10015/04/26
DNCA Invest Eurose B EUR1,366,2917,1420,61Notation au 31/03/2026 : 89 / 10015/04/26
Eurizon Profilo Fless Equilibrio EUR Acc0,876,4611,634,86Notation au 31/03/2026 : 45 / 10015/04/26
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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sabato 18 aprile 2026
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