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 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% 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-9,20-5,133,915,29Notation au 30/06/2025 : 53 / 10025/07/25
Franklin Diversified Dynamic N Acc EUR-1,813,4914,2338,10Notation au 30/06/2025 : 52 / 10024/07/25
SISF US Large Cap A Acc USD-0,7513,5749,67116,00Notation au 30/06/2025 : 96 / 10025/07/25
Sistema Anima Europa A9,676,8024,3548,37Notation au 30/06/2025 : 50 / 10024/07/25
Eurizon Obbl Euro Breve Ter A EUR Acc1,253,105,403,83Notation au 30/06/2025 : 41 / 10024/07/25
Amundi Abs Ret Global Opp Bond E2 EUR C1,423,060,87-5,01Notation au 30/06/2025 : 18 / 10024/07/25
Carmignac Patrimoine E EUR Acc8,088,7420,6912,34Notation au 30/06/2025 : 71 / 10024/07/25
FF Asia Pacific Dividend A USD4,208,5012,1745,13Notation au 30/06/2025 : 76 / 10024/07/25
Amundi New Silk Road G EUR C3,8611,6820,1435,89Notation au 30/06/2025 : 60 / 10024/07/25
Amundi Income Opport G EUR Hgd C13,4111,3826,8935,86Notation au 30/06/2025 : 73 / 10024/07/25
GAM Star Cat Bond Ord Acc-9,022,8213,9036,54Notation au 30/06/2025 : 65 / 10014/07/25
DNCA Invest Eurose B EUR6,116,5719,2927,68Notation au 30/06/2025 : 73 / 10024/07/25
Eurizon Profilo Fless Equilibrio EUR Acc2,704,326,085,00Notation au 30/06/2025 : 48 / 10024/07/25
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
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sabato 26 luglio 2025
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