Posizionamento dei fondi    * Performance a 3 anni annualizzate

Posizionamento dei fondi  visualizza pdf Indice di categoria: IND_Bilanciati - Orientamento Obb. Performance aggiornate al 30/04/2024.   Rating CFS Performance Sharpe Fondo   YTD 1 anno 3 anni 5 anni Invesco Global Income R (USD Hdg) Acc USD 4.38 14.44 0.68 0.55 PIMCO GIS Strategic Income E USD Acc 5.08 13.14 0.58 0.49 PIMCO GIS Strategic Income E USD Income II 5.04 13.13 0.58 0.49 Eurizon Progetto Italia 40 PIR EUR 4.12 11.03 0.36 0.47 Schroder ISF Global Multi-Asset Income A Acc 4.27 11.70 0.44 0.34 JPM Global Income A (acc) USD (Hdg) 3.94 8.94 0.40 0.43 ANIMA CRESCITA ITALIA NEW AP 3.43 11.18 0.30 ANIMA CRESCITA ITALIA NEW AD 3.41 11.12 0.30 ANIMA CRESCITA ITALIA NEW A 3.42 11.15 0.30 Schroder ISF Global Multi-Asset Income C Acc 4.48 12.37 0.53 0.40 JPM Global Income D (acc) USD (Hdg) 3.82 8.56 0.36 0.39 JPM Global Income A (div) USD (Hdg) 2.34 7.28 0.34 0.39 Schroder ISF Global Multi-Asset Income A1 Acc 4.09 11.14 0.35 0.30 Anima Crescita Italia AD 2.71 10.81 0.26 0.47 Schroder ISF Global Multi-Asset Income B Acc 4.06 11.03 0.34 0.28 Anima Crescita Italia AP 2.71 10.85 0.23 0.37 Anima Crescita Italia A 2.69 10.84 0.23 0.37 Invesco Global Income A Acc EUR 0.83 9.62 0.19 0.36 Invesco Global Income A quarterly Dist gross income EUR 0.83 9.62 0.19 0.36 Schroder ISF Multi-Asset Growth and Income C Acc 5.57 18.03 0.33 0.52 JPM Global Income D (div) USD (Hdg) 2.20 6.87 0.28 0.35 Invesco Global Income E Acc EUR 0.65 9.07 0.14 0.31 Invesco Global Income E quarterly Dist gross income EUR 0.66 9.08 0.14 0.31 Eurizon Pir Italia 30 PIR EUR 2.71 8.18 0.16 0.37 Eurizon Pir Italia 30 NP EUR 2.72 8.17 0.16 0.37 Schroder ISF Multi-Asset Growth and Income A1 Acc 5.18 16.74 0.19 0.43 Invesco Global Income R Acc EUR 0.58 8.86 0.12 0.30 Schroder ISF Multi-Asset Growth and Income B Acc 5.14 16.62 0.18 0.42 Invesco Global Income R quarterly Dist gross income EUR 0.59 8.86 0.12 0.30 Eurizon Progetto Italia 20 NP 2.35 7.17 0.09 Morgan Stanley IF Global Balanced Income AR 2.98 8.39 0.13 0.16 Raiffeisen-Income-ESG (R) VTA 1.48 9.02 0.08 0.32 Invesco Pan European High Income A quarterly Dist EUR 1.67 8.77 0.00 0.28 Invesco Pan European High Income A Acc EUR 1.68 8.74 0.00 0.28 Fidelity F. SMART Global Defensive A-Euro 6.32 9.00 0.07 -0.06 Fidelity F. SMART Global Defensive A-ACC-USD 6.21 8.93 0.05 -0.03 Fidelity F. SMART Global Defensive A-ACC-Euro 6.33 8.99 0.07 -0.02 Invesco Pan European High Income A monthly Dist-1 EUR 1.66 8.63 -0.02 0.27 PIMCO GIS Strategic Income E EUR (Hdg) Income II 2.00 8.39 -0.05 0.17 PIMCO GIS Strategic Income E EUR (Hdg) Acc 1.92 8.31 -0.05 0.17 Raiffeisen-Portfolio-Solide (R) VTA 0.56 7.05 -0.05 0.16 Invesco Pan European High Income E Acc EUR 1.53 8.15 -0.07 0.22 PIMCO GIS Strategic Income T EUR (Hdg) Income 1.83 8.01 -0.10 0.12 PIMCO GIS Strategic Income T EUR (Hdg) Acc 1.80 7.90 -0.10 0.12 Invesco Pan European High Income R Acc EUR 1.47 7.95 -0.09 0.20 Anima Visconteo A 0.57 3.80 -0.10 0.14 Anima Visconteo AD 0.57 3.81 -0.10 0.14 Raiffeisen-Income-ESG (S) A 0.49 6.65 -0.12 0.20 Schroder ISF Global Multi-Asset Income C Acc 0.58 6.77 -0.16 0.11 Natixis AM F. Seeyond Multi Asset Conservative Growth R/A (EUR) -0.38 1.55 -0.41 0.02 Schroder ISF Sustainable Multi-Asset Income A 1.38 7.64 -0.17 ARCA ECON. REALE BIL. ITALIA 15 CL P 0.96 5.43 -0.28 0.11 ARCA ECON. REALE BIL. ITALIA 15 CL PIR 0.94 5.41 -0.28 0.11 Natixis AM F. Seeyond Multi Asset Conservative Growth RE/A (EUR) -0.53 1.06 -0.45 -0.06 Fidelity F. Global Multi Asset Income E-ACC-Euro 3.40 6.14 -0.20 Pictet Multi Asset Global Opportunities R EUR 1.63 6.94 -0.25 0.15 BSF - BlackRock Managed Index Ptf Conservative Class E2 1.46 6.39 -0.15 Pictet Multi Asset Global Opportunities R dm EUR 1.40 6.44 -0.27 0.13 Pictet EM Multi Asset R USD 2.22 9.89 -0.21 Pictet EM Multi Asset R EUR 2.44 10.75 -0.20 Schroder ISF Global Multi-Asset Income A Acc 0.37 6.14 -0.23 0.05 Schroder ISF Global Multi-Asset Income A Dist 0.36 6.13 -0.23 0.05 Sidera Funds - Global Conservative Income A Acc -0.52 3.16 -0.43 -0.01 Eurizon Soluzione 40 EUR 1.68 8.61 -0.12 0.27 Anima Capitale Più 30 A 1.69 4.26 -0.26 0.11 JPM Global Income A (acc) - EUR 0.10 3.44 -0.18 0.13 Dachfonds Südtirol (R) VTA -0.96 3.60 -0.18 0.17 Anima Forza Moderato A 1.49 7.11 -0.31 0.12 Anima Capitale Piu 30 AD 1.70 4.28 -0.26 0.11 Schroder ISF Sustainable Multi-Asset Income B 1.16 6.99 -0.26 JPM Global Income Sustainable A (acc) EUR -0.06 4.08 -0.16 Sidera Funds - Global Conservative Income A Inc -0.52 3.15 -0.47 -0.03 Raiffeisen-Nachhaltigkeit-Solide (R) VTA 0.31 4.80 -0.30 0.08 Raiffeisenfonds-Sicherheit (R) VTA 0.60 5.80 -0.33 0.02 Amundi Multi-Asset Real Return G EUR Qtd (D) -1.34 2.08 -0.42 -0.01 Amundi Multi-Asset Real Return G EUR (C) -0.59 2.85 -0.42 -0.01 JPM Global Multi-Strategy Income A (div) EUR -0.96 2.22 -0.21 0.06 JPM Global Income D (acc) EUR -0.02 3.08 -0.22 0.09 JPM Global Income A (div) EUR -1.16 2.15 -0.22 0.10 JPM Global Income Sustainable D (acc) EUR -0.21 3.70 -0.20 Schroder ISF Global Multi-Asset Income A1 Dist 0.19 5.60 -0.29 0.00 JPM Global Income Sustainable A (div) EUR -1.29 2.82 -0.20 Schroder ISF Global Multi-Asset Income A1 Acc 0.20 5.60 -0.29 0.00 Amundi Multi-Asset Real Return F EUR (C) -0.70 2.51 -0.48 Fidelity F. Multi Asset Income A-QINCOME(G)-Euro 2.21 7.30 -0.26 Schroder ISF Global Multi-Asset Income B Acc 0.17 5.50 -0.30 -0.01 JPM Global Multi-Strategy Income D (acc) EUR 0.15 2.81 -0.25 0.00 Schroder ISF Global Multi-Asset Income B Dist 0.15 5.49 -0.30 -0.01 Anima Forza Prudente A 0.63 5.70 -0.52 -0.05 Amundi Multi-Asset Real Return F EUR Qtd (D) -0.71 2.49 -0.50 Raiffeisen-Nachhaltigkeit-Solide (S) A 0.16 4.29 -0.38 -0.01 Nordea 1 Balanced Income BP EUR -0.84 1.73 -0.33 -0.04 JPM Global Income D (div) EUR -1.27 1.80 -0.26 0.07 JPM Global Income D (mth) EUR -0.85 2.21 -0.27 0.06 JPM Global Income Sustainable D (div) EUR -1.40 2.45 -0.24 Amundi Multi-Asset Sustainable Future G EUR (C) 0.58 5.36 -0.34 Natixis Conservative Risk Parity R/D (EUR) 0.32 2.41 -0.53 -0.22 Schroder ISF Multi-Asset Growth and Income A Acc 1.38 11.36 -0.21 0.20 Schroder ISF Multi-Asset Growth and Income A Dist 1.40 11.37 -0.21 0.16 Amundi Global Multi-Asset Conservative G EUR (C) -0.26 1.48 -0.38 0.22 Amundi Global Multi-Asset Conservative G EUR Qtd (D) -0.28 1.48 -0.39 0.20 Natixis Conservative Risk Parity R/A (EUR) 0.33 2.41 -0.56 -0.23 JPM Global Multi-Strategy Income D (div) EUR -1.25 1.38 -0.30 -0.02 Schroder ISF Sustainable Multi-Asset Income A 1.38 7.64 -0.41 Schroder ISF Multi-Asset Growth and Income A1 Acc 1.21 10.81 -0.25 0.17 BSF European Select Strategies E5 -0.41 3.15 -0.37 -0.02 BSF European Select Strategies E2 -0.42 3.15 -0.37 -0.02 BGF ESG Global Conservative Income Fund E5G EUR -0.60 1.88 -0.47 -0.07 Amundi Global Multi-Asset Conservative F EUR (C) -0.38 1.05 -0.44 0.16 BGF ESG Global Conservative Income Fund E2 EUR -0.60 1.84 -0.47 -0.02 Schroder ISF Multi-Asset Growth and Income B Acc 1.17 10.70 -0.26 0.16 ARCA TE - Titoli Esteri 0.57 6.24 -0.37 0.07 BGF ESG Global Conservative Income Fund E9 EUR -0.67 1.79 -0.47 -0.07 JPM Global Income Conservative A (acc) EUR -1.29 1.25 -0.44 -0.06 Schroder ISF Sustainable Multi-Asset Income B 1.17 6.99 -0.43 Nordea 1 Balanced Income E EUR -1.10 0.97 -0.43 -0.17 Natixis Conservative Risk Parity RE/A (EUR) 0.13 1.83 -0.67 -0.35 Natixis Conservative Risk Parity RE/D (EUR) 0.13 1.82 -0.67 -0.36 Amundi Multi-Asset Sustainable Future F EUR (C) 0.31 4.53 -0.44 BSF Managed Index Portfolios - Defensive Class E2 -0.39 1.66 -0.60 JPM Global Income Conservative D (acc) EUR -1.41 0.90 -0.49 -0.11 Dachfonds Südtirol (S) A -1.21 1.86 -0.39 -0.05 Fidelity F. SMART Global Defensive A-ACC-Euro (Euro/USD Hdg) 2.43 3.73 -0.62 -0.40 Franklin Diversified Conservative A (Ydis) EUR -1.75 3.38 -0.57 -0.26 Franklin Diversified Conservative A (acc) EUR -1.79 3.42 -0.58 -0.26 Fidelity F. SMART Global Defensive A-Euro (Euro/USD Hdg) 2.35 3.66 -0.63 -0.41 Fidelity F. Global Multi Asset Defensive A-ACC-USD 1.57 4.31 -1.04 -0.50 Fidelity F. Global Multi Asset Defensive A-ACC-Euro 1.58 4.26 -1.05 -0.50 Fidelity F. Global Multi Asset Defensive A-Euro 1.63 4.36 -1.05 -0.51 Fidelity F. SMART Global Defensive E-ACC-Euro (Euro/USD Hdg) 2.15 3.02 -0.72 -0.49 Fidelity F. Global Multi Asset Defensive D-ACC-Euro 1.50 4.04 -1.11 -0.56 Franklin Diversified Conservative N (acc) EUR -2.06 2.55 -0.71 -0.42 Fidelity F. Global Multi Asset Defensive E-ACC-Euro 1.54 3.98 -1.13 -0.58 Pictet EM Multi Asset HR EUR -1.39 4.97 -0.55 Amundi Bilanciato Opportunità Oriente A 3.62 6.92 Amundi Bilanciato Più A 2.13 4.75 Amundi Global Multi-Asset Conservative E2 EUR Ad (D) -0.17 1.69 Arca Oxygen Plus 30 0.94 6.27 ARCA SOCIAL LEADERS 30 CLC 0.57 5.96 BGF Climate Action Multi-Asset Fund E2 EUR 0.57 0.34 Fidelity F. Sustainable Multi Asset Income A-MINCOME(G)-USD 3.01 6.00 M&G (Lux) Sustainable Optimal Income Bond EUR A Acc -2.83 2.16 M&G (Lux) Sustainable Optimal Income Bond EUR A Dis -2.84 2.15 M&G (Lux) Sustainable Optimal Income Bond USD A-H Acc 0.87 7.43 M&G (Lux) Sustainable Optimal Income Bond USD A-H Dis 0.88 7.42 M&G (Lux) Sustainable Optimal Income Bond USD A-H M Dis 0.88 7.41 Pictet EM Multi Asset HR dm EUR -1.73 4.26

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