Portafoglio modello in fondi : Equilibrato
SISF US Large Cap A Acc USD 14% Anima Europa A EUR (C) 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 New Silk Road G EUR C 3% Amundi Pioneer Income Opp G EUR HC 3% SISF US Large Cap A Acc USD 14% Anima Europa A EUR (C) 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 EUR2,267,809,2719,45Notation au 30/04/2024 : 69 / 10010/05/24
Franklin Diversified Dynamic N Acc EUR4,1612,8313,2533,45Notation au 30/04/2024 : 73 / 10009/05/24
SISF US Large Cap A Acc USD15,6232,1144,81108,43Notation au 30/04/2024 : 84 / 10010/05/24
Anima Europa A EUR (C)8,837,3518,3742,91Notation au 30/04/2024 : 64 / 10009/05/24
Eurizon Obbl Euro Breve Ter A EUR Acc0,212,28-0,681,02Notation au 30/04/2024 : 61 / 10009/05/24
Amundi Abs Ret Global Opp Bond E2 EUR C-1,09-0,79-9,15-4,00Notation au 30/04/2024 : 11 / 10008/05/24
Carmignac Patrimoine E EUR Acc5,016,66-6,5712,26Notation au 30/04/2024 : 32 / 10007/05/24
FF Asia Pacific Dividend A USD5,157,226,8342,75Notation au 30/04/2024 : 78 / 10009/05/24
Amundi Pioneer Income Opp G EUR HC3,047,842,9614,68Notation au 30/04/2024 : 97 / 10008/05/24
Amundi New Silk Road G EUR C10,2316,46-3,76 Notation au 30/04/2024 : 50 / 10008/05/24
GAM Star Cat Bond Ord Acc7,5717,4136,6838,59Notation au 30/04/2024 : 97 / 10030/04/24
DNCA Invest Eurose B EUR2,037,388,8312,69Notation au 30/04/2024 : 89 / 10008/05/24
Eurizon Profilo Fless Equilibrio EUR Acc1,012,61-3,392,38Notation au 30/04/2024 : 56 / 10009/05/24
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



domenica 12 maggio 2024
  Info e supporto

Disclaimer - Privacy - Condizioni di utilizzo - Condizioni generali di vendita - I nostri prodotti - Contattaci - © Quantalys 2024