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-6,501,1910,057,86Notation au 30/04/2025 : 74 / 10030/05/25
Franklin Diversified Dynamic N Acc EUR-3,004,0910,3739,00Notation au 30/04/2025 : 59 / 10030/05/25
SISF US Large Cap A Acc USD-5,169,8142,41112,11Notation au 30/04/2025 : 84 / 10030/05/25
Sistema Anima Europa A9,425,3220,8755,55Notation au 30/04/2025 : 54 / 10029/05/25
Eurizon Obbl Euro Breve Ter A EUR Acc1,184,014,674,56Notation au 30/04/2025 : 62 / 10029/05/25
Amundi Abs Ret Global Opp Bond E2 EUR C1,042,96-1,14-3,78Notation au 30/04/2025 : 12 / 10030/05/25
Carmignac Patrimoine E EUR Acc5,196,3614,5113,91Notation au 30/04/2025 : 63 / 10028/05/25
FF Asia Pacific Dividend A USD-0,884,234,9454,17Notation au 30/04/2025 : 85 / 10030/05/25
Amundi New Silk Road G EUR C-3,415,6411,8438,69Notation au 30/04/2025 : 63 / 10030/05/25
Amundi Income Opport G EUR Hgd C9,188,6513,6537,05Notation au 30/04/2025 : 69 / 10030/05/25
GAM Star Cat Bond Ord Acc-7,765,1821,8235,58Notation au 30/04/2025 : 71 / 10027/05/25
DNCA Invest Eurose B EUR5,775,9014,2530,28Notation au 30/04/2025 : 81 / 10028/05/25
Eurizon Profilo Fless Equilibrio EUR Acc2,024,494,305,91Notation au 30/04/2025 : 44 / 10029/05/25
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



lunedì 2 giugno 2025
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