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-0,67-0,617,342,44Notation au 30/06/2026 : 29 / 10010/07/26
Franklin Diversified Dynamic N Acc EUR10,9416,0833,4834,26Notation au 30/06/2026 : 55 / 10017/07/26
SISF US Large Cap A Acc USD5,5710,8062,9773,97Notation au 30/06/2026 : 66 / 10017/07/26
Sistema Anima Europa A8,8518,8434,9744,17Notation au 30/06/2026 : 63 / 10016/07/26
Eurizon Obbl Euro Breve Ter A EUR Acc0,150,737,383,93Notation au 30/06/2026 : 51 / 10016/07/26
Amundi Abs Ret Global Opp Bond E2 EUR C3,133,998,81-2,43Notation au 30/06/2026 : 41 / 10017/07/26
Carmignac Patrimoine E EUR Acc5,489,9127,8610,71Notation au 30/06/2026 : 74 / 10016/07/26
FF Asia Pacific Dividend A USD17,9628,7253,5048,53Notation au 30/06/2026 : 58 / 10017/07/26
Amundi Income Opport G EUR Hgd C4,058,5828,2927,65Notation au 30/06/2026 : 88 / 10017/07/26
Amundi EM Eqty Gr Opp G EUR C17,7834,9667,9341,00Notation au 30/06/2026 : 59 / 10017/07/26
GAM Swiss Re Cat Bond Fund Ord Acc6,4512,9932,2454,82Notation au 30/06/2026 : 83 / 10016/07/26
DNCA Invest Eurose B EUR2,454,0117,8421,61Notation au 30/06/2026 : 88 / 10016/07/26
Eurizon Profilo Fless Equilibrio EUR Acc2,285,1713,195,81Notation au 30/06/2026 : 48 / 10016/07/26
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



lunedì 20 luglio 2026
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