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 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% 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-5,301,158,348,23Notation au 30/04/2025 : 74 / 10013/05/25
Franklin Diversified Dynamic N Acc EUR-2,064,2513,1243,03Notation au 30/04/2025 : 59 / 10012/05/25
SISF US Large Cap A Acc USD-3,9911,7844,73121,43Notation au 30/04/2025 : 84 / 10013/05/25
Sistema Anima Europa A8,233,0925,2257,71Notation au 30/04/2025 : 54 / 10012/05/25
Eurizon Obbl Euro Breve Ter A EUR Acc0,873,623,924,96Notation au 30/04/2025 : 62 / 10012/05/25
Amundi Abs Ret Global Opp Bond E2 EUR C1,062,81-0,69-3,93Notation au 30/04/2025 : 12 / 10012/05/25
Carmignac Patrimoine E EUR Acc4,755,8612,8016,06Notation au 30/04/2025 : 63 / 10012/05/25
FF Asia Pacific Dividend A USD1,044,3910,1950,60Notation au 30/04/2025 : 85 / 10012/05/25
Amundi New Silk Road G EUR C-1,965,5117,6840,48Notation au 30/04/2025 : 63 / 10012/05/25
Amundi Income Opport G EUR Hgd C7,075,8316,8439,03Notation au 30/04/2025 : 69 / 10012/05/25
GAM Star Cat Bond Ord Acc-8,423,8119,5733,54Notation au 30/04/2025 : 71 / 10030/04/25
DNCA Invest Eurose B EUR4,885,3315,4531,45Notation au 30/04/2025 : 81 / 10012/05/25
Eurizon Profilo Fless Equilibrio EUR Acc1,093,563,425,30Notation au 30/04/2025 : 44 / 10012/05/25
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 14 maggio 2025
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