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 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-0,06-9,222,674,45Notation au 31/12/2025 : 31 / 10002/02/26
Franklin Diversified Dynamic N Acc EUR2,001,3924,9339,22Notation au 31/12/2025 : 46 / 10030/01/26
SISF US Large Cap A Acc USD-1,74-1,0661,41101,53Notation au 31/12/2025 : 89 / 10030/01/26
Sistema Anima Europa A3,9916,0430,9456,68Notation au 31/12/2025 : 67 / 10030/01/26
Eurizon Obbl Euro Breve Ter A EUR Acc0,312,197,674,35Notation au 31/12/2025 : 46 / 10029/01/26
Amundi Abs Ret Global Opp Bond E2 EUR C0,753,033,62-6,14Notation au 31/12/2025 : 16 / 10030/01/26
Carmignac Patrimoine E EUR Acc2,039,6720,9811,89Notation au 31/12/2025 : 52 / 10030/01/26
FF Asia Pacific Dividend A USD6,5219,8528,0844,76Notation au 31/12/2025 : 76 / 10030/01/26
Amundi Income Opport G EUR Hgd C1,7415,9723,2632,09Notation au 31/12/2025 : 69 / 10030/01/26
Amundi EM Eqty Gr Opp G EUR C7,7627,0145,7632,36Notation au 31/12/2025 : 56 / 10030/01/26
GAM Swiss Re Cat Bond Ord Acc0,58-5,0634,2252,52Notation au 31/12/2025 : 79 / 10023/01/26
DNCA Invest Eurose B EUR1,477,6018,3525,97Notation au 31/12/2025 : 87 / 10030/01/26
Eurizon Profilo Fless Equilibrio EUR Acc1,586,0611,816,29Notation au 31/12/2025 : 43 / 10029/01/26
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
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mercoledì 4 febbraio 2026
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