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 EUR1,09-8,112,816,64Notation au 31/12/2025 : 31 / 10016/01/26
Franklin Diversified Dynamic N Acc EUR3,344,6126,0938,41Notation au 31/12/2025 : 46 / 10015/01/26
SISF US Large Cap A Acc USD1,163,9167,88106,67Notation au 31/12/2025 : 89 / 10015/01/26
Sistema Anima Europa A4,6921,7531,8052,58Notation au 31/12/2025 : 67 / 10015/01/26
Eurizon Obbl Euro Breve Ter A EUR Acc0,162,337,494,20Notation au 31/12/2025 : 46 / 10014/01/26
Amundi Abs Ret Global Opp Bond E2 EUR C0,523,283,17-6,64Notation au 31/12/2025 : 16 / 10015/01/26
Carmignac Patrimoine E EUR Acc2,5011,9419,9710,46Notation au 31/12/2025 : 52 / 10015/01/26
FF Asia Pacific Dividend A USD5,9318,5828,4538,76Notation au 31/12/2025 : 76 / 10015/01/26
Amundi Income Opport G EUR Hgd C1,1017,1823,3728,87Notation au 31/12/2025 : 69 / 10015/01/26
Amundi EM Eqty Gr Opp G EUR C7,0930,0746,5227,81Notation au 31/12/2025 : 56 / 10015/01/26
GAM Swiss Re Cat Bond Ord Acc1,15-2,3233,6954,86Notation au 31/12/2025 : 79 / 10009/01/26
DNCA Invest Eurose B EUR1,278,6219,0923,91Notation au 31/12/2025 : 87 / 10015/01/26
Eurizon Profilo Fless Equilibrio EUR Acc1,286,6511,875,44Notation au 31/12/2025 : 43 / 10014/01/26
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



sabato 17 gennaio 2026
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