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-6,29-3,380,749,37Notation au 31/10/2025 : 28 / 10006/11/25
Franklin Diversified Dynamic N Acc EUR3,436,2924,5939,71Notation au 31/10/2025 : 41 / 10005/11/25
SISF US Large Cap A Acc USD4,5313,6856,43108,47Notation au 31/10/2025 : 89 / 10005/11/25
Sistema Anima Europa A13,3411,9830,8154,30Notation au 31/10/2025 : 64 / 10005/11/25
Eurizon Obbl Euro Breve Ter A EUR Acc1,802,527,804,10Notation au 31/10/2025 : 57 / 10004/11/25
Amundi Abs Ret Global Opp Bond E2 EUR C2,253,416,24-5,84Notation au 31/10/2025 : 22 / 10005/11/25
Carmignac Patrimoine E EUR Acc12,6513,5228,2811,68Notation au 31/10/2025 : 71 / 10005/11/25
FF Asia Pacific Dividend A USD11,349,6230,1045,37Notation au 31/10/2025 : 79 / 10005/11/25
Amundi New Silk Road G EUR C18,1622,7048,1238,67Notation au 31/10/2025 : 71 / 10005/11/25
Amundi Income Opport G EUR Hgd C14,5611,0427,5734,50Notation au 31/10/2025 : 57 / 10005/11/25
GAM Star Cat Bond Ord Acc-3,144,3325,0746,18Notation au 31/10/2025 : 68 / 10031/10/25
DNCA Invest Eurose B EUR7,016,8620,6428,64Notation au 31/10/2025 : 86 / 10005/11/25
Eurizon Profilo Fless Equilibrio EUR Acc4,675,4612,736,20Notation au 31/10/2025 : 41 / 10004/11/25
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



venerdì 7 novembre 2025
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