Portafoglio modello in fondi : Prudente
Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Anima Europa A EUR (C) 10% Franklin Diversified Dynamic N Acc EUR 8% Amundi Abs Ret Global Opp Bond E2 EUR C 8% SISF US Large Cap A Acc USD 5% Carmignac Pf Flexible Bond A EUR Acc 15% Eurizon Obbl Euro Breve Ter A EUR Acc 15% DNCA Invest Eurose B EUR 3% Carmignac Court Terme A EUR Acc 5% Invesco Euro Ultra-Short Term Debt E Acc 5% Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Anima Europa A EUR (C) 10% Franklin Diversified Dynamic N Acc EUR 8% Carmignac Pf Flexible Bond A EUR Acc 15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Eurizon Obbl Euro Breve Ter A EUR Acc0,182,18-0,761,00Notation au 30/04/2024 : 61 / 10010/05/24
Carmignac Pf Flexible Bond A EUR Acc2,686,61-1,8711,81Notation au 30/04/2024 : 70 / 10010/05/24
Carmignac Patrimoine E EUR Acc5,407,12-5,9313,03Notation au 30/04/2024 : 32 / 10010/05/24
Invesco Global Flex Bond E Acc EUR2,026,688,7619,12Notation au 30/04/2024 : 64 / 10013/05/24
Anima Europa A EUR (C)9,718,5419,2943,65Notation au 30/04/2024 : 64 / 10010/05/24
Franklin Diversified Dynamic N Acc EUR4,2212,6513,7633,54Notation au 30/04/2024 : 73 / 10010/05/24
Amundi Abs Ret Global Opp Bond E2 EUR C-1,17-1,17-9,14-4,38Notation au 30/04/2024 : 11 / 10010/05/24
SISF US Large Cap A Acc USD15,6931,3249,77110,67Notation au 30/04/2024 : 84 / 10013/05/24
Invesco Euro Ultra-Short Term Debt E Acc1,183,702,431,52Notation au 30/04/2024 : 64 / 10013/05/24
Carmignac Court Terme A EUR Acc1,323,634,153,25Notation au 30/04/2024 : 53 / 10010/05/24
DNCA Invest Eurose B EUR2,297,528,8113,64Notation au 30/04/2024 : 89 / 10010/05/24
Monetari
Obbligazioni
Bilanciati
Azioni
5%
55%
25%
15%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
5,0Liquidità
 
20,0Obblig. euro breve term.
 
23,0Obblig. Euro all maturit.
 
12,0Obblig. Globale
 
10,0Az. Europa
 
5,0Az. USA
 
17,0Flessibili prudenti
 
8,0Flessibili dinamici
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martedì 14 maggio 2024
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