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-8,53-2,806,935,18Notation au 31/05/2025 : 59 / 10002/07/25
Franklin Diversified Dynamic N Acc EUR-3,251,1116,0236,44Notation au 31/05/2025 : 58 / 10001/07/25
SISF US Large Cap A Acc USD-2,077,7355,58114,81Notation au 31/05/2025 : 90 / 10001/07/25
Sistema Anima Europa A7,824,2727,9347,36Notation au 31/05/2025 : 69 / 10001/07/25
Eurizon Obbl Euro Breve Ter A EUR Acc1,283,785,554,16Notation au 31/05/2025 : 49 / 10030/06/25
Amundi Abs Ret Global Opp Bond E2 EUR C1,343,382,14-4,61Notation au 31/05/2025 : 19 / 10001/07/25
Carmignac Patrimoine E EUR Acc6,116,0217,7211,98Notation au 31/05/2025 : 72 / 10001/07/25
FF Asia Pacific Dividend A USD0,524,9511,9443,43Notation au 31/05/2025 : 79 / 10001/07/25
Amundi New Silk Road G EUR C-1,134,3616,0430,79Notation au 31/05/2025 : 60 / 10001/07/25
Amundi Income Opport G EUR Hgd C12,4112,9226,0238,40Notation au 31/05/2025 : 72 / 10001/07/25
GAM Star Cat Bond Ord Acc-8,074,3018,9937,53Notation au 31/05/2025 : 67 / 10023/06/25
DNCA Invest Eurose B EUR5,837,5620,3828,65Notation au 31/05/2025 : 74 / 10001/07/25
Eurizon Profilo Fless Equilibrio EUR Acc2,324,176,495,53Notation au 31/05/2025 : 42 / 10030/06/25
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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giovedì 3 luglio 2025
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