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 New Silk Road G EUR C 3% Amundi Pioneer Income Opp G EUR HC 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 EUR2,078,468,2718,73Notation au 31/03/2024 : 78 / 10024/04/24
Franklin Diversified Dynamic N Acc EUR1,9410,3411,6027,45Notation au 31/03/2024 : 76 / 10023/04/24
SISF US Large Cap A Acc USD14,0232,5346,5697,94Notation au 31/03/2024 : 87 / 10024/04/24
Anima Europa A EUR (C)5,984,0916,9133,74Notation au 31/03/2024 : 62 / 10023/04/24
Eurizon Obbl Euro Breve Ter A EUR Acc0,102,49-0,850,87Notation au 31/03/2024 : 71 / 10023/04/24
Amundi Abs Ret Global Opp Bond E2 EUR C-1,30-0,39-9,54-4,32Notation au 31/03/2024 : 13 / 10023/04/24
Carmignac Patrimoine E EUR Acc5,036,95-7,1811,91Notation au 31/03/2024 : 40 / 10023/04/24
FF Asia Pacific Dividend A USD0,303,121,9629,70Notation au 31/03/2024 : 68 / 10023/04/24
Amundi Pioneer Income Opp G EUR HC1,735,753,5710,86Notation au 31/03/2024 : 90 / 10023/04/24
Amundi New Silk Road G EUR C5,7010,90-8,75 Notation au 31/03/2024 : 45 / 10023/04/24
GAM Star Cat Bond Ord Acc8,4918,7136,0739,93Notation au 31/03/2024 : 91 / 10022/04/24
DNCA Invest Eurose B EUR1,346,119,4010,80Notation au 31/03/2024 : 88 / 10023/04/24
Eurizon Profilo Fless Equilibrio EUR Acc0,402,42-4,021,18Notation au 31/03/2024 : 59 / 10023/04/24
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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venerdì 26 aprile 2024
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