azimut – Pagina 214 – Mario Martino

L’aumento di volatilità dell’ultimo trimestre ha causato lo slittamento di una classe in più di diversi fondi. Vi ricordo che il rating di MoneyMate è basato su una deviazione standard a 5 anni prefissata secondo le indicazioni ESMA, corrispondente ad un profilo di rischio stabile nel tempo. Sono quindi i comparti a cambiare l’appartenenza ai profili.

Incrociando i rating MoneyMate e quelli di Morningstar sono usciti dalla lista dei preferiti i seguenti comparti:

Aberdeen Global II European Convertibles Bond EUR Acc A2

LU0513460179

Amundi Bond Us Opportunistic Core Plus EUR Acc AE

LU0568617343

Az Fund 1 Aggregate Bond EUR Acc B

LU0499090040

Azimut Strategic Trend EUR

IT0003795587

BGF European Focus EUR Acc A

LU0229084990

Fidelity International Fund EUR Acc A

LU0251129895

Franklin European Small-Mid Cap Growth Fund EUR Acc A

LU0138075311

Franklin Global Fundamental Strategies Fund EUR Acc A

LU0316494805

Henderson Horizon Euro Corporate Bond Fund EUR Acc A2

LU0451950314

Janus Capital Balanced Fund USD Acc A

IE0004445015

Janus Capital Global Technology USD Acc A

IE0009356076

Janus Capital Intech Us Core USD Acc A

IE0032746863

M&G Japan EUR A

GB0030938582

M&G Japan Smaller Companies EUR A

GB0030939119

PF Euro Bond EUR Acc E

LU0111930052

PF Euro Strategic Bond EUR Acc E

LU0190667542

Schroder Isf Qep Global Core USD Acc C

LU0106255481

Templeton Global Income Fund EUR Acc A

LU0211332563

Templeton Global Income Fund USD Acc A

LU0211326755

Sono invece entrati i seguenti comparti:

Aberdeen Global Japanese Smaller Companies JPY Acc A2	LU0278936439
BGF European Equity Income EUR Dis E	LU0579995191
BGF Global Allocation USD Acc A	LU0072462426
Bnp Parvest Equity Russia EUR Cap C	LU0823431720
Deutsche Invest I Euro Government Bonds EUR LC	LU0145652052
Dnca Invest Eurose EUR A	LU0284394235
Fidelity European Dynamic Growth EUR Acc A	LU0261959422
Fidelity Us Dollar Bond Fund USD Acc Y	LU0346392482
Fidelity World Fund EUR YDis A	LU0069449576
Franklin Us Opportunities Fund EUR Acc A	LU0260869739
Invesco Global Investment Grade Corporate Bond USD MDis A	LU0482542841
M&G Emerging Markets Bond Fund EUR Acc A	GB00B3NMPS60
PF Us Dollar Aggregate Bond EUR Acc E	LU0243702593
Pictet Global Megatrend Selection EUR R	LU0391944815
Schroder Isf Us Dollar Bond USD Acc A	LU0106260564
Templeton Global Total Return Fund EUR Acc A	LU0260870661
Templeton Global Total Return Fund USD Acc A	LU0170475312
Vontobel Clean Technology EUR Acc B	LU0384405600

La classifica è stilata in base all’indice di efficienza omega (per chi vuole approfondire può andare a questo link https://www.moneymate.it/ratings/metodo-calcolo)

Fonte MoneyMate

Name	Performance	Annualised Standard Deviation	Max Drawdown	Omega
Azimut Previdenza Obbligazionario EUR	2.42%	5.03	-4.10%	1.38
Azimut Previdenza Garantito EUR	1.67%	3.48	-2.53%	1.38
Az Fund 1 Opportunities EUR Acc A	20.77%	10.28	-8.10%	1.35
Az Fund 1 Alpha Manager Thematic EUR Acc A	9.25%	6.63	-6.77%	1.28
Az Fund 1 Active Strategy EUR Acc A	2.24%	1.98	-2.10%	1.20
Az Fund 1 Asset Power EUR Acc A	5.12%	4.93	-5.27%	1.20
Az Fund 1 Asset Plus EUR Acc A	2.18%	2.18	-2.54%	1.19
Az Fund 1 Dividend Premium EUR Acc A	6.89%	6.63	-6.51%	1.19
Azimut Previdenza Equilibrato EUR	1.85%	8.72	-7.89%	1.18
Az Fund 1 Core Brands EUR Acc A	5.82%	6.11	-6.75%	1.18
Az Fund 1 Global Sukuk EUR Acc A	10.36%	11.55	-8.53%	1.17
Az Fund 1 Alpha Manager Equity EUR Acc A	12.09%	13.29	-12.46%	1.17
Azimut Trend Italia EUR	23.73%	27.23	-17.42%	1.17
Az Fund 1 Institutional Target EUR Acc A	3.34%	4.21	-5.57%	1.16
Azimut Dinamico EUR	5.87%	6.60	-7.34%	1.16
Az Fund 1 Italian Trend EUR Acc A	22.76%	28.22	-18.81%	1.16
Azimut Reddito USA EUR	9.92%	11.72	-9.84%	1.16
Az Fund 1 Us Income EUR Acc A	8.74%	11.04	-9.11%	1.15
Az Fund 1 Cgm Opportunistic European EUR Acc A	9.11%	12.12	-11.52%	1.14
Az Fund 1 Emerging Market Asia EUR Acc A	13.12%	18.52	-22.30%	1.14
Azimut Trend Pacifico EUR	12.50%	17.77	-15.89%	1.14
Azimut Solidity EUR	2.77%	3.65	-3.72%	1.14
Az Fund 1 Patriot EUR Acc A	6.71%	9.80	-12.85%	1.14
Az Fund 1 Cgm Opportunistic Global EUR Acc A	6.40%	10.17	-11.21%	1.12
Az Fund 1 Renmimbi Opportunities Fixed Income EUR Acc A	7.32%	12.29	-11.75%	1.12
Az Life Limited-Star F Equity EUR	8.70%	16.39	-14.12%	1.11
Az Fund 1 Solidity EUR Acc A	2.57%	3.99	-4.00%	1.11
Azimut Formula Target 2013 EUR	3.12%	5.41	-6.99%	1.11
Azimut Trend Europa EUR	9.63%	17.76	-15.62%	1.11
Azimut Scudo EUR	2.52%	4.27	-6.08%	1.10
Az Life Limited-Az Style Blue 4 EUR	5.49%	10.89	-11.17%	1.10
Az Fund 1 European Dynamic EUR Acc A	3.96%	7.11	-7.95%	1.10
Az Fund 1 Renminbi Opportunities EUR Acc A	6.14%	12.20	-11.76%	1.10
Az Life Limited-Az Style Blue 3 EUR	3.72%	7.54	-8.14%	1.10
Az Life Limited-Az Style Blue 5 EUR	5.40%	11.46	-11.61%	1.10
Az Life Limited-Az Style Red 5 EUR	4.78%	10.40	-11.66%	1.09
Az Fund 1 Active Selection EUR Acc A	5.16%	10.65	-10.83%	1.09
Az Life Limited-Az Style Blue 2 EUR	2.16%	4.75	-5.76%	1.09
Az Life Limited-Az Style Red 4 EUR	3.61%	8.04	-9.19%	1.09
Az Life Limited-Az Style Blue 1 EUR	1.16%	2.59	-3.58%	1.09
Az Fund 1 European Trend EUR Acc A	7.54%	19.91	-17.81%	1.08
Azimut Strategic Trend EUR	2.42%	5.82	-7.54%	1.08
Az Life Limited-Star B Equity EUR	5.07%	17.16	-16.19%	1.07
Az Fund 1 Global Growth Selector EUR Acc A	5.94%	19.29	-21.06%	1.07
Az Fund 1 Japan Champion EUR Acc A	5.16%	20.63	-20.91%	1.07
Azimut Trend EUR	3.09%	9.99	-13.46%	1.06
Az Life Limited-Az Style Red 3 EUR	1.56%	4.92	-6.48%	1.06
Az Fund 1 Long Term Value EUR Acc A	4.69%	17.34	-15.41%	1.06
Az Life Limited-Star T Equity EUR	4.09%	16.34	-15.64%	1.06
Az Life Limited-Navigator Low Volatility EUR	1.56%	8.00	-7.14%	1.06
Az Life Limited-Pleiadi Merope EUR	2.27%	9.63	-10.00%	1.06
Az Fund 1 Qtrend EUR Acc A	3.23%	13.65	-16.52%	1.05
Az Life Limited-Navigator Equity Dynamic EUR	1.76%	16.14	-13.96%	1.04
Az Life Limited-Navigator Balanced Flexible EUR	1.28%	10.64	-9.49%	1.04
Az Life Limited-Az Style Red 2 EUR	0.54%	2.88	-4.37%	1.04
Az Fund 1 Trend EUR Acc A	1.51%	10.69	-14.56%	1.03
Azimut Previdenza Crescita EUR	-0.20%	12.95	-12.40%	1.03
Az Life Limited-Pleiadi Atlante EUR	0.57%	4.53	-5.30%	1.03
Az Fund 1 Formula 1 Absolute EUR Acc A	1.68%	16.97	-19.09%	1.03
Az Life Limited-Pleiadi Maia EUR	1.15%	15.74	-13.90%	1.03
Az Fund 1 Top Rating EUR Acc A	0.76%	5.71	-6.26%	1.03
Az Life Limited-Star Dynamic Growth EUR	0.86%	15.28	-15.45%	1.03
Az Fund 1 Emerging Market Europe EUR Acc A	0.96%	20.62	-24.83%	1.03
Az Fund 1 Conservative EUR Acc A	0.56%	4.62	-7.10%	1.03
Az Life Limited-Pleiadi Alcyone EUR	0.55%	7.00	-8.01%	1.02
Azimut Trend America EUR	0.30%	19.34	-18.29%	1.02
Az Fund 1 Income EUR Acc A	0.22%	2.88	-3.09%	1.02
Azimut Trend Tassi EUR	0.12%	2.55	-3.56%	1.01
Azimut Formula 1 Absolute EUR	-0.52%	17.24	-20.12%	1.01
Az Fund 1 Formula Macro Dynamic Trading EUR Acc A	0.08%	4.09	-7.35%	1.01
Az Fund 1 American Trend EUR Acc A	-1.36%	19.99	-19.54%	1.01
Az Fund 1 Reserve Short Term Euro EUR Acc A	0.00%	0.18	-0.19%	1.00
Az Fund 1 Strategic Trend EUR Acc A	-0.34%	7.16	-10.46%	1.00
Az Fund 1 Short Term Global High Yield EUR Acc A	-0.18%	3.07	-2.99%	0.99
Az MultiAsset Sustainable Absolute Return EUR Cap A	-1.86%	12.42	-14.78%	0.98
Az Fund 1 Global Currencies&Rates EUR Acc A	-1.84%	10.30	-13.38%	0.98
Az Fund 1 International Bond Target Giugno 2016 EUR Acc A	-1.98%	10.82	-14.38%	0.98
Az Fund 1 Best Bond EUR Acc A	-0.57%	3.69	-4.82%	0.98
Az Fund 1 Cgm Opportunistic Government Bond EUR Acc A	-0.49%	2.75	-4.90%	0.97
Az Fund 1 Bond Target 2016 Equity Options EUR Acc A	-0.87%	4.65	-8.19%	0.97
Az Fund 1 Bond Target 2017 Equity Options EUR Acc A	-1.11%	4.65	-8.34%	0.96
Az Fund 1 Bond Target Dicembre 2016 EUR Acc A	-0.36%	1.51	-2.84%	0.96
Az Life Limited-Az Style Red 1 EUR	-0.38%	1.65	-3.01%	0.96
Az Life Limited-Star Dynamic Balanced EUR	-1.74%	7.18	-9.86%	0.96
Az Fund 1 Bond Target Giugno 2016 EUR Acc A	-0.30%	1.22	-2.54%	0.96
Az Fund 1 Bond Target Settembre 2016 EUR Acc A	-0.30%	1.20	-2.59%	0.96
Az Fund 1 Formula 1 Conservative EUR Acc A	-2.22%	7.57	-13.32%	0.95
Az Fund 1 Bond Target 2019 Equity Options EUR Acc A	-1.15%	3.97	-6.22%	0.95
Az Fund 1 Aggregate Bond EUR Acc A	-1.14%	3.76	-5.98%	0.95
Az Fund 1 Qprotection EUR Acc A	-2.20%	5.40	-7.68%	0.93
Az Life Limited-Private Selection EUR	-2.31%	6.06	-8.46%	0.93
Az Fund 1 Bond Target 2018 Equity Options EUR Acc A	-2.08%	4.33	-8.08%	0.92
Azimut Previdenza Protetto EUR	-0.25%	2.16	-2.32%	0.92
Az Fund 1 Lira Plus EUR Acc A	-6.08%	11.29	-16.44%	0.92
Az Fund 1 Cgm Opportunistic Corporate Bond EUR Acc A	-1.41%	2.63	-5.85%	0.91
Az Life Limited-Star T Bond EUR	-2.81%	4.82	-8.04%	0.90
Az Life Limited-Star Dynamic Conservative EUR	-2.63%	4.50	-7.39%	0.89
Az Fund 1 Corporate Premium EUR Acc A	-3.66%	5.25	-8.03%	0.88
Az Fund 1 Carry Strategies EUR Acc A	-2.00%	2.90	-6.45%	0.88
Az Fund 1 Qbond EUR Acc A	-2.56%	3.94	-5.83%	0.88
Az Life Limited-Pleiadi Quasar EUR	-3.99%	5.64	-9.05%	0.88
Az Fund 1 Renmimbi Opportunities Fixed Income EUR Acc AH	-3.29%	4.96	-6.79%	0.86
Az Fund 1 Qinternational EUR Acc A	-4.18%	4.21	-8.33%	0.84
Az Fund 1 Emerging Market Latin America EUR Acc A	-23.87%	23.41	-34.59%	0.84
Az Fund 1 Hybrid Bonds EUR Acc A	-3.69%	3.85	-9.02%	0.83
Az Life Limited-Pleiadi Elettra EUR	-3.12%	3.36	-4.95%	0.83
Az Fund 1 Global Macro EUR Acc A	-13.92%	12.66	-17.23%	0.83
Az Fund 1 Asia Absolute EUR Acc A	-11.39%	10.61	-18.31%	0.83
Az Fund 1 Bond Target 2015 EUR Acc A	-0.83%	0.74	-1.78%	0.82
Az Life Limited-Star Money Market EUR	-0.60%	0.53	-0.95%	0.81
Az Fund 1 Best Cedola EUR Acc A	-3.19%	2.41	-4.91%	0.79
Az Fund 1 Macro Volatility EUR Acc A	-7.86%	6.21	-9.93%	0.78
Az Fund 1 Market Neutral EUR Acc A	-9.58%	6.45	-11.37%	0.77
Az Fund 1 Renminbi Opportunities Euro EUR Acc AH	-4.68%	4.47	-5.51%	0.77
Az Life Limited-Star P Bond EUR	-2.09%	1.49	-3.34%	0.76
Az Life Limited-Star J Bond EUR	-2.42%	1.46	-3.67%	0.74
Az Fund 1 Formula Commodity Trading EUR Acc A	-29.10%	15.37	-30.62%	0.70
Az Fund 1 Alpha Manager Credit EUR Acc A	-1.79%	0.86	-2.64%	0.68
Az Fund 1 Asset Timing EUR Acc A	-1.55%	0.37	-1.76%	0.42
Az Fund 1 Cat Bond Fund EUR Acc A	-1.29%	1.13	-1.42%	0.38
Az Life Limited-Az Style Money Market EUR	—	—	—	—
Az Fund 1 Arbitrage EUR Acc A	—	—	—	—
Az Fund 1 Cash 12 Mesi EUR Acc A	0.74%	0.11	0.00%	—
Az Fund 1 Cash Overnight EUR Acc A	0.57%	0.10	0.00%	—
Az Fund 1 Emerging Markets Local Currency Bond EUR Acc A	—	—	—	—
Az Fund 1 Emerging Markets Local Currency Bond EUR Acc AH	—	—	—	—
Az Fund 1 Formula 1 Alpha Plus EUR Acc A	0.77%	0.27	0.00%	—
Az Fund 1 Global Emerging Markets Equities EUR Acc A	—	—	—	—
Az Fund 1 Real Plus EUR Acc A	—	—	—	—