Posizionamento dei fondi    * Performance a 3 anni annualizzate

Posizionamento dei fondi  visualizza pdf Indice di categoria: IND_Bilanciati - Orientamento Obb. Performance aggiornate al 06/05/2025.   Rating CFS Performance Sharpe Fondo   YTD 1 anno 3 anni 5 anni ANIMA CRESCITA ITALIA NEW AP 2.41 8.50 0.50 0.83 ANIMA CRESCITA ITALIA NEW A 2.41 8.49 0.50 0.83 ANIMA CRESCITA ITALIA NEW AD 2.34 8.43 0.50 0.83 Eurizon Progetto Italia 40 PIR EUR 2.91 7.14 0.47 0.73 Eurizon Progetto Italia 40 NP 2.91 7.15 0.47 0.73 Anima Crescita Italia AP 2.19 7.89 0.45 0.67 Anima Crescita Italia A 2.19 7.92 0.45 0.67 Anima Crescita Italia AD 2.21 7.92 0.45 0.70 Invesco Pan European High Income A (CHF Hdg) Acc CHF 1.42 6.05 0.27 0.57 Invesco Global Income A quarterly Dist gross income EUR 1.25 5.54 0.23 0.58 Invesco Global Income A Acc EUR 1.25 5.53 0.23 0.58 Raiffeisen-Income-ESG (R) VTA 0.62 5.75 0.23 0.52 Eurizon Pir Italia 30 PIR EUR 1.33 5.62 0.27 0.57 Eurizon Pir Italia 30 NP EUR 1.33 5.61 0.26 0.56 Invesco Global Income E quarterly Dist gross income EUR 1.08 5.02 0.18 0.53 Invesco Global Income E Acc EUR 1.07 5.00 0.18 0.53 PIMCO GIS Strategic Income E EUR (Hdg) Acc 2.41 5.27 0.18 0.49 Eurizon Progetto Italia 20 PIR EUR 1.55 5.47 0.22 0.52 PIMCO GIS Strategic Income E EUR (Hdg) Income II 2.40 5.23 0.17 0.48 Invesco Global Income R Acc EUR 1.00 4.79 0.16 0.51 Eurizon Progetto Italia 20 NP 1.55 5.47 0.22 0.52 Invesco Global Income R quarterly Dist gross income EUR 1.01 4.81 0.16 0.51 Invesco Pan European High Income A quarterly Dist EUR 1.37 3.89 0.16 0.44 Invesco Pan European High Income A Acc EUR 1.37 3.84 0.16 0.44 Invesco Pan European High Income A monthly Dist-1 EUR 1.40 3.90 0.14 0.42 Schroder ISF Multi-Asset Growth and Income A Acc 3.22 5.73 0.12 0.40 Schroder ISF Multi-Asset Growth and Income A Dist 3.21 5.69 0.12 0.39 PIMCO GIS Strategic Income T EUR (Hdg) Acc 2.21 4.80 0.12 0.43 PIMCO GIS Strategic Income T EUR (Hdg) Income 2.26 4.68 0.12 0.43 Invesco Global Income R (USD Hdg) Acc USD -6.54 1.38 0.13 0.61 Schroder ISF Multi-Asset Growth and Income C Acc -3.77 3.84 0.17 0.67 Amundi Target Coupon F2 EUR Ad (D) 0.22 5.02 0.10 0.33 Invesco Pan European High Income E Acc EUR 1.20 3.33 0.09 0.36 ARCA ECON. REALE BIL. ITALIA 15 CL P 2.22 5.56 0.08 0.28 ARCA ECON. REALE BIL. ITALIA 15 CL PIR 2.23 5.56 0.08 0.28 PIMCO GIS Strategic Income E USD Acc -4.25 2.75 0.10 0.59 PIMCO GIS Strategic Income E USD Income II -4.32 2.67 0.09 0.59 Schroder ISF Multi-Asset Growth and Income A1 Acc 3.04 5.19 0.07 0.35 Invesco Pan European High Income R Acc EUR 1.11 3.11 0.06 0.33 Raiffeisen-Income-ESG (S) A -0.35 4.38 0.07 0.35 Schroder ISF Multi-Asset Growth and Income B Acc 3.01 5.09 0.06 0.34 Schroder ISF Global Multi-Asset Income C Acc 2.39 4.46 0.08 0.34 Schroder ISF Multi-Asset Growth and Income A1 Acc -4.14 2.70 0.05 0.54 Anima Visconteo A 2.81 3.71 0.02 0.24 Anima Visconteo AD 2.81 3.70 0.02 0.24 Schroder ISF Multi-Asset Growth and Income B Acc -4.17 2.60 0.04 0.53 Schroder ISF Global Multi-Asset Income A Acc 2.18 3.81 0.00 0.27 Schroder ISF Global Multi-Asset Income A Dist 2.18 3.77 0.00 0.26 Pictet-Multi Asset Global Opportunities-R EUR 0.21 5.79 -0.01 0.18 Invesco Pan European High Income R (USD Hdg) Acc USD -6.40 -0.20 0.02 0.39 Pictet-Multi Asset Global Opportunities-R dm EUR 0.22 5.54 -0.03 0.16 Schroder ISF Global Multi-Asset Income C Acc -4.80 1.92 0.04 0.53 Raiffeisen-Portfolio-Solide (R) VTA -1.95 2.66 -0.06 0.20 Arca Oxygen Plus 30 -0.47 4.71 -0.04 Nordea 1 Balanced Income BP EUR 0.06 3.51 -0.05 -0.19 Anima Forza Moderato A 0.16 3.85 -0.09 0.18 Schroder ISF Global Multi-Asset Income A Acc -5.01 1.31 -0.05 0.44 Schroder ISF Global Multi-Asset Income A1 Dist 2.00 3.26 -0.07 0.20 Schroder ISF Global Multi-Asset Income A1 Acc 1.99 3.29 -0.07 0.20 Schroder ISF Global Multi-Asset Income B Acc 1.96 3.20 -0.08 0.19 Schroder ISF Global Multi-Asset Income B Dist 1.97 3.16 -0.08 0.18 Natixis AM F. Seeyond Multi Asset Conservative Growth R/A (EUR) 0.58 4.37 -0.17 -0.06 Schroder ISF Sustainable Multi-Asset Income A -0.22 3.76 -0.10 0.25 Schroder ISF Global Multi-Asset Income A1 Acc -5.17 0.80 -0.12 0.36 M&G (Lux) Sustainable Optimal Income Bond EUR A Acc 0.79 3.65 -0.14 Anima Forza Prudente A 0.17 3.66 -0.24 -0.06 Schroder ISF Sustainable Multi-Asset Income A -0.22 4.14 -0.15 -0.01 BSF - BlackRock Managed Index Ptf Conservative Class E2 -0.80 5.07 -0.12 0.17 Schroder ISF Global Multi-Asset Income B Acc -5.21 0.70 -0.13 0.34 Natixis AM F. Seeyond Multi Asset Conservative Growth RE/A (EUR) 0.40 3.85 -0.27 -0.12 Natixis AM F. Seeyond Multi Asset Conservative Growth RE/D (EUR) 0.37 3.82 -0.27 -0.16 BSF European Select Strategies E2 2.35 3.57 -0.15 -0.02 BSF European Select Strategies E5 2.34 3.57 -0.15 -0.02 Nordea 1 Balanced Income E EUR -0.20 2.73 -0.15 -0.30 Raiffeisen-Nachhaltigkeit-Solide (R) VTA -1.97 3.01 -0.21 -0.04 Schroder ISF Sustainable Multi-Asset Income B -0.43 3.14 -0.19 0.14 JPM Global Income Sustainable A (acc) EUR 0.44 5.07 -0.12 Morgan Stanley IF Global Balanced Income AR -5.81 0.35 -0.18 0.14 M&G (Lux) Sustainable Optimal Income Bond EUR A Dis 0.79 3.66 -0.21 M&G (Lux) Sustainable Optimal Income Bond USD A-H Acc -6.67 0.31 -0.19 JPM Global Multi-Strategy Income A (acc) EUR 0.29 3.66 -0.16 0.26 JPM Global Income Sustainable D (acc) EUR 0.32 4.70 -0.15 Raiffeisenfonds-Sicherheit (R) VTA -1.99 2.64 -0.29 -0.06 Raiffeisen-Nachhaltigkeit-Diversified (R) VTA 0.50 1.57 -0.35 0.11 JPM Global Income Sustainable A (div) EUR -0.76 3.82 -0.16 JPM Global Income A (acc) - EUR -0.13 3.95 -0.17 0.27 Schroder ISF Sustainable Multi-Asset Income B -0.43 3.13 -0.24 -0.05 Eurizon Soluzione 40 EUR -3.10 2.50 -0.16 0.20 Raiffeisen-Nachhaltigkeit-Solide (S) A -2.14 2.50 -0.29 -0.13 Amundi Multi-Asset Sustainable Future G EUR (C) -1.91 1.80 -0.23 -0.02 Dachfonds Südtirol (R) VTA -1.54 1.94 -0.19 0.06 Amundi Multi-Asset Real Return G EUR (C) 0.30 3.40 -0.35 0.12 Amundi Multi-Asset Real Return G EUR Qtd (D) 0.31 3.40 -0.35 0.12 JPM Global Multi-Strategy Income A (div) EUR -0.90 2.42 -0.21 0.22 JPM Global Income Sustainable D (div) EUR -0.88 3.45 -0.20 JPM Global Income D (div) EUR -1.51 2.30 -0.21 0.23 JPM Global Income D (acc) EUR -0.25 3.59 -0.21 0.23 BGF ESG Global Conservative Income Fund E9 EUR 0.47 3.05 -0.31 -0.06 BGF ESG Global Conservative Income Fund E5G EUR 0.52 2.96 -0.31 -0.06 M&G (Lux) Sustainable Optimal Income Bond USD A-H M Dis -6.78 0.26 -0.26 M&G (Lux) Sustainable Optimal Income Bond USD A-H Dis -6.78 0.26 -0.26 BGF ESG Global Conservative Income Fund E2 EUR 0.48 2.98 -0.32 -0.06 JPM Global Income A (div) EUR -1.37 2.66 -0.22 0.24 JPM Global Income A (acc) USD (Hdg) -7.15 1.38 -0.21 0.38 Amundi Global Multi-Asset Conservative E2 EUR Ad (D) 0.00 3.64 -0.28 Fidelity F. Multi Asset Income A-ACC-Euro (Euro/USD Hdg) 2.18 1.70 -0.27 -0.03 Sidera Funds - Global Conservative Income A Acc -1.34 2.76 -0.47 -0.11 ARCA TE - Titoli Esteri -2.47 2.60 -0.28 0.01 Pictet-Emerging Markets Multi Asset-HR EUR 3.72 3.56 -0.19 Fidelity F. Global Multi Asset Defensive A-Euro 2.36 3.24 -0.56 -0.51 Amundi Multi-Asset Real Return F EUR (C) 0.18 3.03 -0.41 0.05 Fidelity F. Global Multi Asset Defensive A-ACC-Euro 2.41 3.16 -0.56 -0.51 Amundi Multi-Asset Real Return F EUR Qtd (D) 0.18 3.04 -0.41 0.06 Fidelity F. Global Multi Asset Defensive A-ACC-USD 2.93 3.43 -0.56 -0.50 Sidera Funds - Global Conservative Income A Inc -1.34 2.75 -0.51 -0.13 JPM Global Multi-Strategy Income D (acc) EUR 0.00 2.81 -0.25 0.16 Amundi Global Multi-Asset Conservative G EUR Qtd (D) -0.11 3.33 -0.32 0.06 BSF Managed Index Portfolios - Defensive Class E2 0.99 4.59 -0.44 -0.23 Pictet-Emerging Markets Multi Asset-HR dm EUR 3.74 3.23 -0.21 Fidelity F. Glb Multi Asset Income A-QINCOME(G)-Euro (Hdg) 1.73 2.71 -0.35 -0.02 Fidelity F. Global Multi Asset Income A-ACC-Euro (Hdg) 1.71 2.67 -0.35 -0.02 Amundi Global Multi-Asset Conservative G EUR (C) -0.09 3.35 -0.32 0.06 Raiffeisen Sostenibile Diversificato ( AUS) Spezial 0.32 1.06 -0.50 -0.09 Amundi Multi-Asset Sustainable Future F EUR (C) -2.17 1.05 -0.32 -0.14 JPM Global Income D (acc) USD (Hdg) -7.26 1.04 -0.25 0.34 Fidelity F. Global Multi Asset Defensive D-ACC-Euro 2.28 2.93 -0.61 -0.58 JPM Global Income D (mth) EUR -0.69 2.67 -0.28 0.18 Fidelity F. Global Multi Asset Defensive E-ACC-Euro 2.28 2.91 -0.62 -0.59 Pictet-Emerging Markets Multi Asset-R EUR -3.91 0.86 -0.28 Pictet-Emerging Markets Multi Asset-R USD -3.78 0.60 -0.28 JPM Global Income A (div) USD (Hdg) -8.55 -0.13 -0.26 0.35 Fidelity F. Multi Asset Income A-USD -4.89 -0.93 -0.33 0.08 Eurizon AM Obiettivo Controllo -0.23 2.52 -0.42 -0.24 Amundi Global Multi-Asset Conservative F EUR (C) -0.23 2.99 -0.37 0.01 JPM Global Multi-Strategy Income D (div) EUR -1.20 1.59 -0.31 0.12 Fidelity F. SMART Global Defensive A-ACC-Euro (Euro/USD Hdg) -1.11 0.78 -0.43 -0.32 Fidelity F. SMART Global Defensive A-Euro (Euro/USD Hdg) -1.09 0.83 -0.43 -0.32 Fidelity F. Glb Multi Asset Income D-QINCOME(G)-Euro (Hdg) 1.58 2.18 -0.43 -0.09 Fidelity F. Global Multi Asset Income D-ACC-Euro (Hdg) 1.64 2.23 -0.43 -0.09 JPM Global Income D (div) USD (Hdg) -8.68 -0.54 -0.31 0.30 Fidelity F. Global Multi Asset Income E-ACC-Euro (Hdg) 1.54 2.03 -0.44 -0.11 Fidelity F. Glb Multi Asset Income E-QINCOME(G)-Euro (Hdg) 1.58 2.08 -0.44 -0.11 Amundi Multi-Asset Real Return F2 EUR (C) 0.11 2.83 -0.44 0.02 Amundi Multi-Asset Real Return F2 EUR Qtd (D) 0.12 2.84 -0.44 0.02 Franklin Diversified Conservative Fund A(Ydis) EUR -1.67 1.05 -0.50 -0.33 Franklin Diversified Conservative Fund A(acc) EUR -1.60 1.15 -0.50 -0.33 Fidelity F. SMART Global Defensive E-ACC-Euro (Euro/USD Hdg) -1.26 0.30 -0.52 -0.42 Fidelity F. SMART Global Defensive A-ACC-Euro -8.65 -2.08 -0.40 -0.13 Fidelity F. SMART Global Defensive A-Euro -8.65 -2.07 -0.40 -0.13 Dachfonds Südtirol (S) A -1.81 0.17 -0.39 -0.17 Fidelity F. SMART Global Defensive A-ACC-USD -8.19 -1.90 -0.42 -0.15 Fidelity F. Global Multi Asset Income A-Euro -5.75 -0.56 -0.53 0.03 Fidelity F. Global Multi Asset Income A-ACC-Euro -5.69 -0.55 -0.53 0.03 Fidelity F. Global Multi Asset Income A-ACC-USD -5.25 -0.35 -0.55 0.01 Fidelity F. Multi Asset Income A-QINCOME(G)-Euro -5.42 -1.17 -0.50 -0.18 Fidelity F. Global Multi Asset Income D-ACC-Euro -5.91 -1.06 -0.60 -0.05 Fidelity F. Global Multi Asset Income E-ACC-Euro -5.96 -1.16 -0.61 Franklin Diversified Conservative Fund N(acc) EUR -1.96 0.19 -0.64 -0.49 Fidelity F. Global Multi Asset Income A-MINCOME(G)-USD -5.25 -0.34 -0.61 -0.04 Fidelity F. Global Multi Asset Income E-QINCOME(G)-USD -5.44 -0.94 -0.61 -0.08 Fidelity F. Multi Asset Income A-QINCOME(G)-USD -4.94 -0.94 -0.60 -0.23 Fidelity F. Global Multi Asset Income D-MINCOME(G)-Euro -5.94 -1.09 -0.69 -0.08 ARCA SOCIAL LEADERS 30 CLC -1.30 4.47

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