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 Income Opport G EUR Hgd C 3% Amundi New Silk Road G EUR C 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 EUR1,906,558,8218,61Notation au 30/04/2024 : 64 / 10015/05/24
Franklin Diversified Dynamic N Acc EUR4,0911,7514,3834,32Notation au 30/04/2024 : 73 / 10014/05/24
SISF US Large Cap A Acc USD15,7831,5948,15110,60Notation au 30/04/2024 : 84 / 10015/05/24
Anima Europa A EUR (C)9,818,1019,9544,08Notation au 30/04/2024 : 64 / 10014/05/24
Eurizon Obbl Euro Breve Ter A EUR Acc0,192,20-0,711,06Notation au 30/04/2024 : 61 / 10014/05/24
Amundi Abs Ret Global Opp Bond E2 EUR C-1,13-0,94-9,17-4,39Notation au 30/04/2024 : 11 / 10014/05/24
Carmignac Patrimoine E EUR Acc5,226,94-5,9713,26Notation au 30/04/2024 : 32 / 10014/05/24
FF Asia Pacific Dividend A USD5,829,4510,8144,41Notation au 30/04/2024 : 78 / 10014/05/24
Amundi New Silk Road G EUR C10,7616,86-0,1631,21Notation au 30/04/2024 : 50 / 10014/05/24
Amundi Income Opport G EUR Hgd C3,659,293,4616,50Notation au 30/04/2024 : 97 / 10014/05/24
GAM Star Cat Bond Ord Acc6,9317,0936,7538,10Notation au 30/04/2024 : 97 / 10013/05/24
DNCA Invest Eurose B EUR2,457,639,2714,11Notation au 30/04/2024 : 89 / 10014/05/24
Eurizon Profilo Fless Equilibrio EUR Acc1,132,67-2,862,72Notation au 30/04/2024 : 56 / 10014/05/24
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



venerdì 17 maggio 2024
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