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-0,06-5,562,744,49Notation au 28/02/2026 : 33 / 10020/03/26
Franklin Diversified Dynamic N Acc EUR-1,584,1122,2628,67Notation au 28/02/2026 : 48 / 10020/03/26
SISF US Large Cap A Acc USD-6,174,6656,8276,49Notation au 28/02/2026 : 75 / 10020/03/26
Sistema Anima Europa A-2,864,5226,3536,86Notation au 28/02/2026 : 67 / 10019/03/26
Eurizon Obbl Euro Breve Ter A EUR Acc-0,351,256,663,37Notation au 28/02/2026 : 46 / 10019/03/26
Amundi Abs Ret Global Opp Bond E2 EUR C0,021,903,76-6,01Notation au 28/02/2026 : 18 / 10020/03/26
Carmignac Patrimoine E EUR Acc1,1510,7324,488,03Notation au 28/02/2026 : 64 / 10019/03/26
FF Asia Pacific Dividend A USD6,5119,9937,5435,80Notation au 28/02/2026 : 71 / 10020/03/26
Amundi Income Opport G EUR Hgd C-0,349,4027,8722,89Notation au 28/02/2026 : 68 / 10020/03/26
Amundi EM Eqty Gr Opp G EUR C4,3023,5756,0025,45Notation au 28/02/2026 : 59 / 10020/03/26
GAM Swiss Re Cat Bond Fund Ord Acc3,474,7533,0453,46Notation au 28/02/2026 : 84 / 10013/03/26
DNCA Invest Eurose B EUR-0,052,9718,0719,72Notation au 28/02/2026 : 89 / 10019/03/26
Eurizon Profilo Fless Equilibrio EUR Acc-0,064,4210,924,12Notation au 28/02/2026 : 50 / 10019/03/26
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 23 marzo 2026
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