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-6,74-3,692,607,92Notation au 30/09/2025 : 35 / 10030/10/25
Franklin Diversified Dynamic N Acc EUR3,875,8524,1844,95Notation au 30/09/2025 : 44 / 10029/10/25
SISF US Large Cap A Acc USD5,6112,0458,11123,43Notation au 30/09/2025 : 72 / 10029/10/25
Sistema Anima Europa A14,4711,0933,8666,70Notation au 30/09/2025 : 62 / 10029/10/25
Eurizon Obbl Euro Breve Ter A EUR Acc1,772,277,524,18Notation au 30/09/2025 : 56 / 10028/10/25
Amundi Abs Ret Global Opp Bond E2 EUR C2,292,976,12-4,95Notation au 30/09/2025 : 23 / 10029/10/25
Carmignac Patrimoine E EUR Acc12,2212,7527,0415,64Notation au 30/09/2025 : 66 / 10029/10/25
FF Asia Pacific Dividend A USD11,279,0733,3047,83Notation au 30/09/2025 : 71 / 10029/10/25
Amundi New Silk Road G EUR C19,5723,2558,8643,41Notation au 30/09/2025 : 66 / 10029/10/25
Amundi Income Opport G EUR Hgd C14,7410,9228,7738,84Notation au 30/09/2025 : 59 / 10029/10/25
GAM Star Cat Bond Ord Acc-3,755,0925,3946,78Notation au 30/09/2025 : 64 / 10028/10/25
DNCA Invest Eurose B EUR7,286,9721,8132,19Notation au 30/09/2025 : 84 / 10029/10/25
Eurizon Profilo Fless Equilibrio EUR Acc4,915,3312,546,81Notation au 30/09/2025 : 47 / 10028/10/25
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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venerdì 31 ottobre 2025
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