Portafoglio modello in fondi : Equilibrato
SISF US Large Cap A Acc USD 14% Anima Europa A EUR (C) 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% Anima Europa A EUR (C) 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 EUR1,846,528,7518,65Notation au 30/04/2024 : 64 / 10016/05/24
Franklin Diversified Dynamic N Acc EUR5,0612,4515,4535,20Notation au 30/04/2024 : 73 / 10015/05/24
SISF US Large Cap A Acc USD16,6132,3449,21110,17Notation au 30/04/2024 : 84 / 10016/05/24
Anima Europa A EUR (C)10,548,5320,7544,31Notation au 30/04/2024 : 64 / 10015/05/24
Eurizon Obbl Euro Breve Ter A EUR Acc0,362,38-0,551,22Notation au 30/04/2024 : 61 / 10015/05/24
Amundi Abs Ret Global Opp Bond E2 EUR C-0,75-0,64-8,82-4,00Notation au 30/04/2024 : 11 / 10015/05/24
Carmignac Patrimoine E EUR Acc5,727,23-5,5213,29Notation au 30/04/2024 : 32 / 10015/05/24
FF Asia Pacific Dividend A USD6,088,6411,0843,81Notation au 30/04/2024 : 78 / 10015/05/24
Amundi New Silk Road G EUR C11,1016,330,1531,21Notation au 30/04/2024 : 50 / 10015/05/24
Amundi Income Opport G EUR Hgd C3,809,093,6116,60Notation au 30/04/2024 : 97 / 10015/05/24
GAM Star Cat Bond Ord Acc6,9317,0936,7538,10Notation au 30/04/2024 : 97 / 10013/05/24
DNCA Invest Eurose B EUR2,657,769,4914,08Notation au 30/04/2024 : 89 / 10015/05/24
Eurizon Profilo Fless Equilibrio EUR Acc1,272,77-2,722,70Notation au 30/04/2024 : 56 / 10015/05/24
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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lunedì 20 maggio 2024
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