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-5,020,9810,638,61Notation au 30/04/2025 : 74 / 10008/05/25
Franklin Diversified Dynamic N Acc EUR-4,741,4610,8237,97Notation au 30/04/2025 : 59 / 10009/05/25
SISF US Large Cap A Acc USD-7,378,0939,63109,29Notation au 30/04/2025 : 84 / 10009/05/25
Sistema Anima Europa A6,362,6121,7855,04Notation au 30/04/2025 : 54 / 10008/05/25
Eurizon Obbl Euro Breve Ter A EUR Acc1,063,794,535,12Notation au 30/04/2025 : 62 / 10008/05/25
Amundi Abs Ret Global Opp Bond E2 EUR C0,722,37-0,94-4,58Notation au 30/04/2025 : 12 / 10008/05/25
Carmignac Patrimoine E EUR Acc2,924,4110,7113,53Notation au 30/04/2025 : 63 / 10007/05/25
FF Asia Pacific Dividend A USD-1,052,897,5847,64Notation au 30/04/2025 : 85 / 10009/05/25
Amundi New Silk Road G EUR C-5,701,909,7835,56Notation au 30/04/2025 : 63 / 10008/05/25
Amundi Income Opport G EUR Hgd C6,365,5713,1638,05Notation au 30/04/2025 : 69 / 10008/05/25
GAM Star Cat Bond Ord Acc-8,423,8119,5733,54Notation au 30/04/2025 : 71 / 10030/04/25
DNCA Invest Eurose B EUR4,515,3714,7230,81Notation au 30/04/2025 : 81 / 10007/05/25
Eurizon Profilo Fless Equilibrio EUR Acc1,153,642,755,49Notation au 30/04/2025 : 44 / 10008/05/25
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
Ottieni questo portafoglio a partire da un portafoglio esistente:



domenica 11 maggio 2025
  Info e supporto

Disclaimer - Privacy - Condizioni di utilizzo - Condizioni generali di vendita - I nostri prodotti - Contattaci - © Quantalys 2025