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 Fund 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 EUR-1,57-3,292,275,24Notation au 30/04/2026 : 29 / 10021/05/26
Franklin Diversified Dynamic N Acc EUR6,5611,7929,0734,20Notation au 30/04/2026 : 47 / 10020/05/26
SISF US Large Cap A Acc USD3,1510,8959,7987,13Notation au 30/04/2026 : 70 / 10020/05/26
Sistema Anima Europa A4,6711,8726,2641,21Notation au 30/04/2026 : 54 / 10020/05/26
Eurizon Obbl Euro Breve Ter A EUR Acc-0,220,626,923,69Notation au 30/04/2026 : 50 / 10019/05/26
Amundi Abs Ret Global Opp Bond E2 EUR C2,113,356,07-3,28Notation au 30/04/2026 : 28 / 10020/05/26
Carmignac Patrimoine E EUR Acc3,419,3825,8410,24Notation au 30/04/2026 : 79 / 10020/05/26
FF Asia Pacific Dividend A USD17,0731,4148,5152,18Notation au 30/04/2026 : 64 / 10020/05/26
Amundi Income Opport G EUR Hgd C1,999,9128,6022,30Notation au 30/04/2026 : 87 / 10020/05/26
Amundi EM Eqty Gr Opp G EUR C20,0544,8276,6151,23Notation au 30/04/2026 : 56 / 10020/05/26
GAM Swiss Re Cat Bond Fund Ord Acc3,986,8234,0656,57Notation au 30/04/2026 : 81 / 10020/05/26
DNCA Invest Eurose B EUR1,603,4517,6620,46Notation au 30/04/2026 : 85 / 10020/05/26
Eurizon Profilo Fless Equilibrio EUR Acc1,324,5612,345,84Notation au 30/04/2026 : 47 / 10019/05/26
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



venerdì 22 maggio 2026
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