Portafoglio modello in fondi : Dinamico
Franklin Diversified Dynamic N Acc EUR 15% FF American Growth Fund A Acc USD 11% BlackRock European Value Fund A2 9% Invesco Global Flex Bond E Acc EUR 7% FF Asia Pacific Dividend A USD 7% Amundi Income Opport G EUR Hgd C 7% SISF US Large Cap A Acc USD 15% Sistema Anima Europa A 15% JPM IF Global High Yield A Acc USD 3% Amundi Abs Ret Global Opp Bond E2 EUR C 5% Amundi New Silk Road G EUR C 6% Franklin Diversified Dynamic N Acc EUR 15% FF American Growth Fund A Acc USD 11% BlackRock European Value Fund A2 9% Invesco Global Flex Bond E Acc EUR 7% SISF US Large Cap A Acc USD 15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Sistema Anima Europa A6,377,339,3528,67Notation au 30/11/2024 : 68 / 10018/12/24
SISF US Large Cap A Acc USD33,0133,2744,32114,31Notation au 30/11/2024 : 82 / 10019/12/24
Franklin Diversified Dynamic N Acc EUR11,2911,9910,1437,70Notation au 30/11/2024 : 72 / 10018/12/24
FF American Growth Fund A Acc USD24,0524,2826,8472,07Notation au 30/11/2024 : 65 / 10018/12/24
BlackRock European Value Fund A211,7612,6626,5452,90Notation au 30/11/2024 : 83 / 10019/12/24
Invesco Global Flex Bond E Acc EUR8,778,398,8019,07Notation au 30/11/2024 : 63 / 10019/12/24
FF Asia Pacific Dividend A USD11,0813,748,7537,07Notation au 30/11/2024 : 76 / 10018/12/24
Amundi Income Opport G EUR Hgd C2,223,203,7412,97Notation au 30/11/2024 : 91 / 10018/12/24
Amundi New Silk Road G EUR C19,4821,022,9930,99Notation au 30/11/2024 : 53 / 10018/12/24
Amundi Abs Ret Global Opp Bond E2 EUR C0,190,02-7,34-3,65Notation au 30/11/2024 : 6 / 10018/12/24
JPM IF Global High Yield A Acc USD15,1614,9018,0825,65Notation au 30/11/2024 : 73 / 10018/12/24
Obbligazioni
Bilanciati
Azioni
15%
22%
63%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
5,0Obblig. Euro all maturit.
 
7,0Obblig. Globale
 
3,0Obblig. High Yield
 
24,0Az. Europa
 
26,0Az. USA
 
7,0Az. Pacifico
 
6,0Az. Paesi Emergenti
 
22,0Flessibili dinamici



sabato 21 dicembre 2024
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