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 EUR7,8911,697,6317,60Notation au 31/10/2024 : 66 / 10020/11/24
Franklin Diversified Dynamic N Acc EUR10,4616,428,5838,21Notation au 31/10/2024 : 73 / 10019/11/24
SISF US Large Cap A Acc USD32,1436,4738,88119,19Notation au 31/10/2024 : 83 / 10020/11/24
Sistema Anima Europa A3,647,334,2328,46Notation au 31/10/2024 : 66 / 10019/11/24
Eurizon Obbl Euro Breve Ter A EUR Acc2,523,881,412,33Notation au 31/10/2024 : 59 / 10019/11/24
Amundi Abs Ret Global Opp Bond E2 EUR C-0,300,65-7,23-4,18Notation au 31/10/2024 : 11 / 10019/11/24
Carmignac Patrimoine E EUR Acc6,6010,92-5,849,75Notation au 31/10/2024 : 17 / 10019/11/24
FF Asia Pacific Dividend A USD10,1815,576,1540,72Notation au 31/10/2024 : 78 / 10019/11/24
Amundi New Silk Road G EUR C14,2517,46-6,8929,88Notation au 31/10/2024 : 48 / 10019/11/24
Amundi Income Opport G EUR Hgd C4,307,246,3916,60Notation au 31/10/2024 : 94 / 10019/11/24
GAM Star Cat Bond Ord Acc15,9513,1737,5941,35Notation au 31/10/2024 : 83 / 10011/11/24
DNCA Invest Eurose B EUR2,815,037,6010,51Notation au 31/10/2024 : 85 / 10019/11/24
Eurizon Profilo Fless Equilibrio EUR Acc3,065,85-2,632,07Notation au 31/10/2024 : 51 / 10019/11/24
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



giovedì 21 novembre 2024
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