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-8,13-6,151,988,50Notation au 31/08/2025 : 39 / 10012/09/25
Franklin Diversified Dynamic N Acc EUR-0,314,7915,1439,48Notation au 31/08/2025 : 46 / 10012/09/25
SISF US Large Cap A Acc USD2,4516,3448,89117,18Notation au 31/08/2025 : 82 / 10012/09/25
Sistema Anima Europa A10,9610,0426,7050,52Notation au 31/08/2025 : 63 / 10011/09/25
Eurizon Obbl Euro Breve Ter A EUR Acc1,462,306,513,96Notation au 31/08/2025 : 47 / 10011/09/25
Amundi Abs Ret Global Opp Bond E2 EUR C1,992,082,78-3,63Notation au 31/08/2025 : 20 / 10012/09/25
Carmignac Patrimoine E EUR Acc9,8111,8022,1612,78Notation au 31/08/2025 : 71 / 10011/09/25
FF Asia Pacific Dividend A USD6,7512,2114,6348,20Notation au 31/08/2025 : 73 / 10012/09/25
Amundi New Silk Road G EUR C12,5123,0128,3242,49Notation au 31/08/2025 : 75 / 10012/09/25
Amundi Income Opport G EUR Hgd C14,4110,6024,4335,96Notation au 31/08/2025 : 66 / 10012/09/25
GAM Star Cat Bond Ord Acc-7,105,0014,2044,61Notation au 31/08/2025 : 61 / 10008/09/25
DNCA Invest Eurose B EUR6,496,6920,0228,25Notation au 31/08/2025 : 59 / 10011/09/25
Eurizon Profilo Fless Equilibrio EUR Acc3,955,208,446,02Notation au 31/08/2025 : 47 / 10011/09/25
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



domenica 14 settembre 2025
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