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-8,21-2,876,374,79Notation au 31/05/2025 : 59 / 10030/06/25
Franklin Diversified Dynamic N Acc EUR-3,120,9817,0436,86Notation au 31/05/2025 : 58 / 10030/06/25
SISF US Large Cap A Acc USD-2,046,9654,48118,32Notation au 31/05/2025 : 90 / 10030/06/25
Sistema Anima Europa A8,084,6428,4648,11Notation au 31/05/2025 : 69 / 10030/06/25
Eurizon Obbl Euro Breve Ter A EUR Acc1,233,705,724,12Notation au 31/05/2025 : 49 / 10027/06/25
Amundi Abs Ret Global Opp Bond E2 EUR C1,272,892,62-4,90Notation au 31/05/2025 : 19 / 10030/06/25
Carmignac Patrimoine E EUR Acc6,055,6218,8113,37Notation au 31/05/2025 : 72 / 10027/06/25
FF Asia Pacific Dividend A USD-0,513,029,0042,38Notation au 31/05/2025 : 79 / 10030/06/25
Amundi New Silk Road G EUR C-0,894,6416,0731,59Notation au 31/05/2025 : 60 / 10030/06/25
Amundi Income Opport G EUR Hgd C12,1912,7826,4738,38Notation au 31/05/2025 : 72 / 10030/06/25
GAM Star Cat Bond Ord Acc-8,074,3018,9937,53Notation au 31/05/2025 : 67 / 10023/06/25
DNCA Invest Eurose B EUR5,918,0020,8028,66Notation au 31/05/2025 : 74 / 10030/06/25
Eurizon Profilo Fless Equilibrio EUR Acc2,174,096,225,34Notation au 31/05/2025 : 42 / 10027/06/25
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 2 luglio 2025
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