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-4,14-5,14-0,29-2,21Notation au 31/08/2026 : 21 / 10011/09/26
Franklin Diversified Dynamic N Acc EUR11,3014,5032,4732,85Notation au 31/08/2026 : 44 / 10011/09/26
SISF US Large Cap A Acc USD6,228,2352,2972,32Notation au 31/08/2026 : 70 / 10011/09/26
Sistema Anima Europa A6,7313,9534,5838,79Notation au 31/08/2026 : 52 / 10010/09/26
Eurizon Obbl Euro Breve Ter A EUR Acc-0,300,066,593,35Notation au 31/08/2026 : 52 / 10010/09/26
Amundi Abs Ret Global Opp Bond E2 EUR C3,854,339,74-1,10Notation au 31/08/2026 : 44 / 10011/09/26
Carmignac Patrimoine E EUR Acc7,089,4929,8813,81Notation au 31/08/2026 : 91 / 10010/09/26
FF Asia Pacific Dividend A USD23,7229,9161,1453,42Notation au 31/08/2026 : 63 / 10011/09/26
Amundi Income Opport G EUR Hgd C6,578,9631,0930,47Notation au 31/08/2026 : 80 / 10011/09/26
Amundi EM Eqty Gr Opp G EUR C22,9930,2273,2847,63Notation au 31/08/2026 : 48 / 10011/09/26
GAM Swiss Re Cat Bond Fund Ord Acc7,3311,5730,1155,19Notation au 31/08/2026 : 87 / 10010/09/26
DNCA Invest Eurose B EUR1,152,4314,5918,95Notation au 31/08/2026 : 86 / 10010/09/26
Eurizon Profilo Fless Equilibrio EUR Acc2,023,1613,385,30Notation au 31/08/2026 : 44 / 10010/09/26
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



domenica 13 settembre 2026
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