Per partecipare alle visite guidate è necessario prenotarsi scrivendo a: mario.martino@azimut.it
PIR: chi prima arriva meglio alloggia
Nel seguente video, oltre ad una spiegazione sulle caratteristiche dei PIR, le considerazioni del Prof. Crespi, che condivido pienamente.
Top Rating Selection – andamento portafogli
| Nome: | Perf. | Deviazione Standard Annualizzata | Max Drawdown | Omega |
| TRS 2 | 2.07% | 0.58 | -0.49% | 1.95 |
| TRS 3 | 3.42% | 2.17 | -3.14% | 1.30 |
| TRS 3 mix | 5.54% | 2.11 | -1.53% | 1.52 |
| TRS 4 | 9.21% | 3.98 | -1.96% | 1.44 |
| TRS 4 mix | 9.90% | 4.07 | -2.30% | 1.46 |
| TRS 5 | 18.35% | 8.19 | -4.06% | 1.41 |
| TRS 5 mix | 18.05% | 7.41 | -3.70% | 1.45 |
| TRS 6 | 24.79% | 10.62 | -5.98% | 1.42 |
Top Rating Selection – febbraio 2017
Con la revisione dei rating MoneyMate e Morningstar, ho aggiornato la lista dei fondi selezionabili dal metodo Top Rating Selection.
Entrano in selezione:
| Aberdeen Global II European Convertibles Bond EUR Acc A2 | LU0513460179 |
| BGF Euro Markets EUR Acc A | LU0093502762 |
| BGF European Value EUR Acc A | LU0072462186 |
| BNY Mellon Euroland Bond EUR Acc A | IE0032722260 |
| Carmignac Securite EUR Acc A | FR0010149120 |
| Deutsche Invest I Convertibles EUR LC | LU0179219752 |
| Deutsche Invest I Euro Bonds Short EUR LC | LU0145655824 |
| Fidelity Asian Smaller Companies USD Acc A | LU0702159699 |
| Fidelity Euro Short Term Bond EUR Acc A | LU0267388220 |
| Fidelity European Larger Companies EUR YDis A | LU0119124278 |
| Fidelity France Fund EUR YDis A | LU0048579410 |
| Fidelity Germany Fund EUR Acc A | LU0261948227 |
| Fidelity International Fund EUR Acc A | LU0251129895 |
| Fidelity SMART Global Defensive EUR Acc A | LU0251130554 |
| Franklin European Total Return Fund EUR Acc A | LU0170473374 |
| Franklin Us Opportunities Fund EUR Acc A | LU0260869739 |
| Franklin Us Opportunities Fund USD Acc A | LU0109391861 |
| Henderson Horizon Euro Corporate Bond Fund EUR Acc A2 | LU0451950314 |
| Invesco Euro Corporate Bond Fund EUR Acc A | LU0243957825 |
| Invesco Greater China Equity Fund USD A | LU0048816135 |
| 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 |
| JPMF Europe Technology EUR Dis A | LU0104030142 |
| JPMF Global Credit Bond EUR Acc AH | LU0469576366 |
| JPMF Global Focus EUR Acc A | LU0210534227 |
| JPMIF Global Balanced EUR Acc A | LU0070212591 |
| M&G European Corporate Bond EUR A | GB0032178856 |
| M&G Global Convertibles Fund EUR A | GB00B1Z68494 |
| M&G Global Macro Bond Fund EUR Acc A | GB00B78PH718 |
| M&G Japan EUR A | GB0030938582 |
| MS Global Balanced Risk Control EUR Acc A | LU0694238501 |
| MS Global Brands USD Acc A | LU0119620416 |
| MS Global Fixed Income Opportunities EUR Acc A | LU0694238766 |
| Oyster European Corporate Bonds EUR | LU0167813129 |
| Parvest Equity Russia EUR Acc C | LU0823431720 |
| PF Euro Strategic Bond EUR Acc E | LU0190667542 |
| Pictet Global Emerging Debt EUR RH | LU0280438648 |
| Pictet Timber EUR R | LU0340559805 |
| Pimco GIS Euro Income Bond Fund EUR Acc E | IE00B3QDMK77 |
| Schroder Isf Euro Equity EUR Acc A | LU0106235293 |
| Schroder Isf Global High Yield USD Acc A | LU0189893018 |
| Schroder Isf Qep Global Core USD Acc C | LU0106255481 |
| Schroder Isf Qep Global Quality EUR Acc A | LU0323591833 |
| Templeton Euroland Fund EUR Acc A | LU0093666013 |
Escono dalla selezione:
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|
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| BGF European Equity Income EUR Dis E | LU0579995191 | ||
| BGF European Special Situations EUR Acc A2 | LU0154234636 | ||
| Dnca Invest Value Europe EUR A | LU0284396016 | ||
| Fidelity European Dynamic Growth EUR Acc A | LU0261959422 | ||
| Invesco Emerging Market Corporate Bond USD Acc A | LU0607516688 | ||
| Janus Capital Us Venture USD Acc A | IE0009354923 | ||
| JB Multipartner Sam Sustainable Healthy Living Fund EUR Acc B | LU0280770768 | ||
| JPMF ASEAN Equity USD Acc A | LU0441851309 | ||
| JPMF Europe Dynamic Small Cap EUR Acc A | LU0210072939 | ||
| JPMF Europe Equity Plus EUR Acc A | LU0289089384 | ||
| JPMF Europe Small Cap EUR Acc A | LU0210531637 | ||
| JPMIF Europe Strategic Dividend EUR Acc A | LU0169527297 | ||
| MS Us Growth USD Acc A | LU0073232471 | ||
| Parvest Environmental Opportunities EUR Acc C | LU0406802339 | ||
| PF Euro Aggregate Bond EUR Acc E | LU0313645664 | ||
| Pictet Global Megatrend Selection EUR R | LU0391944815 | ||
| Pictet Security EUR R | LU0270905242 | ||
| Schroder Isf Asian Opportunities USD Acc A | LU0106259558 |
Matteo Moreschini (Azimut) #consulentia17
Mario Martino 