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 EUR5,629,378,0516,47Notation au 31/08/2024 : 60 / 10018/09/24
Franklin Diversified Dynamic N Acc EUR6,0210,3011,2634,53Notation au 31/08/2024 : 75 / 10017/09/24
SISF US Large Cap A Acc USD19,4921,7237,47104,74Notation au 31/08/2024 : 80 / 10017/09/24
Sistema Anima Europa A7,488,5914,4338,47Notation au 31/08/2024 : 67 / 10017/09/24
Eurizon Obbl Euro Breve Ter A EUR Acc2,104,240,931,64Notation au 31/08/2024 : 65 / 10017/09/24
Amundi Abs Ret Global Opp Bond E2 EUR C0,473,13-7,23-3,25Notation au 31/08/2024 : 12 / 10017/09/24
Carmignac Patrimoine E EUR Acc5,436,85-5,939,29Notation au 31/08/2024 : 29 / 10017/09/24
FF Asia Pacific Dividend A USD4,356,494,6238,03Notation au 31/08/2024 : 78 / 10017/09/24
Amundi New Silk Road G EUR C9,988,35-5,9128,87Notation au 31/08/2024 : 60 / 10017/09/24
Amundi Income Opport G EUR Hgd C6,808,878,8320,98Notation au 31/08/2024 : 99 / 10017/09/24
GAM Star Cat Bond Ord Acc8,9712,2033,8235,68Notation au 31/08/2024 : 75 / 10009/09/24
DNCA Invest Eurose B EUR2,944,819,3911,77Notation au 31/08/2024 : 86 / 10017/09/24
Eurizon Profilo Fless Equilibrio EUR Acc2,854,91-2,401,70Notation au 31/08/2024 : 53 / 10017/09/24
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
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giovedì 19 settembre 2024
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