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 Swiss Re Cat Bond Ord Acc 2% Amundi EM Eqty Gr Opp G EUR C 3% Amundi Income Opport G EUR Hgd 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 EUR0,69-8,212,516,58Notation au 31/12/2025 : 31 / 10012/01/26
Franklin Diversified Dynamic N Acc EUR3,105,0127,1237,74Notation au 31/12/2025 : 46 / 10009/01/26
SISF US Large Cap A Acc USD1,014,7665,11103,91Notation au 31/12/2025 : 89 / 10012/01/26
Sistema Anima Europa A2,2519,2032,6447,73Notation au 31/12/2025 : 67 / 10008/01/26
Eurizon Obbl Euro Breve Ter A EUR Acc0,072,087,763,93Notation au 31/12/2025 : 46 / 10008/01/26
Amundi Abs Ret Global Opp Bond E2 EUR C0,392,953,92-6,81Notation au 31/12/2025 : 16 / 10009/01/26
Carmignac Patrimoine E EUR Acc2,3011,8321,649,19Notation au 31/12/2025 : 52 / 10009/01/26
FF Asia Pacific Dividend A USD4,0415,5925,4037,85Notation au 31/12/2025 : 76 / 10009/01/26
Amundi Income Opport G EUR Hgd C0,8917,3524,5028,90Notation au 31/12/2025 : 69 / 10009/01/26
Amundi EM Eqty Gr Opp G EUR C5,4625,3044,9428,52Notation au 31/12/2025 : 56 / 10009/01/26
GAM Swiss Re Cat Bond Ord Acc0,00-3,4331,8753,09Notation au 31/12/2025 : 79 / 10031/12/25
DNCA Invest Eurose B EUR0,998,6319,0622,99Notation au 31/12/2025 : 87 / 10009/01/26
Eurizon Profilo Fless Equilibrio EUR Acc0,565,6312,184,77Notation au 31/12/2025 : 43 / 10008/01/26
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 gennaio 2026
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