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 Fund 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 EUR-0,67-0,617,342,44Notation au 30/06/2026 : 29 / 10010/07/26
Franklin Diversified Dynamic N Acc EUR12,0918,2735,0734,57Notation au 30/06/2026 : 55 / 10014/07/26
SISF US Large Cap A Acc USD7,1413,9365,0775,70Notation au 30/06/2026 : 66 / 10014/07/26
Sistema Anima Europa A8,8817,6835,0142,33Notation au 30/06/2026 : 63 / 10014/07/26
Eurizon Obbl Euro Breve Ter A EUR Acc0,170,837,403,96Notation au 30/06/2026 : 51 / 10014/07/26
Amundi Abs Ret Global Opp Bond E2 EUR C3,424,469,30-2,10Notation au 30/06/2026 : 41 / 10014/07/26
Carmignac Patrimoine E EUR Acc5,159,8927,459,90Notation au 30/06/2026 : 74 / 10013/07/26
FF Asia Pacific Dividend A USD19,4533,0354,7050,38Notation au 30/06/2026 : 58 / 10014/07/26
Amundi Income Opport G EUR Hgd C3,317,2627,1026,16Notation au 30/06/2026 : 88 / 10014/07/26
Amundi EM Eqty Gr Opp G EUR C21,7142,5873,1345,49Notation au 30/06/2026 : 59 / 10014/07/26
GAM Swiss Re Cat Bond Fund Ord Acc6,9813,5532,9055,59Notation au 30/06/2026 : 83 / 10014/07/26
DNCA Invest Eurose B EUR2,573,8717,9821,36Notation au 30/06/2026 : 88 / 10014/07/26
Eurizon Profilo Fless Equilibrio EUR Acc2,535,3213,466,01Notation au 30/06/2026 : 48 / 10014/07/26
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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venerdì 17 luglio 2026
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