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Ranking fondi con Marchio FundsPeople

NUMERO 52 GIUGNO 2021 INTERVISTE CATHERINE YEUNG (FIDELITY INTERNATIONAL) PIERLUIGI ANSUINELLI (FRANKLIN TEMPLETON) ISTITUZIONALI SCOPRI I FONDI CON PREVIDENTI E SOSTENIBILI, IL RAPPORTO TRA ISTITUZIONALI E INVESTIMENTI ESG PRIVATE ASSET PRIVATE MARKET E MERCATO ITALIANO, UNA COMBINAZIONE VINCENTE IL MARCHIO GESTIONE PASSIVA ETF EMERGENTI TRA RISCHI E OPPORTUNITÀ Sono prodotti che hanno il favore degli analisti, sono campioni d’incassi (Blockbuster) o sono consistenti, per un totale di 991 nel 2021.

FONDI SUI MERCATI EMERGENTI IL POTENZIALE DELLA RIPRESA

SONO 148 I FONDI CON MARCHIO FUNDSPEOPLE CHE INVESTONO NELL’ASSET CLASS, DI CUI DUE CON TRIPLO RATING ABC. UN COMPARTO MOLTO VARIEGATO PER AREE GEOGRAFICHE, SETTORI E TIPOLOGIE DI INVESTIMENTO PRONTO A BENEFICIARE DELLA RIAPERTURA DELLE ECONOMIE. In un mercato come quello italiano che conta più di 30 mila classi di fondi registrati, vi offriamo i fondi con Marchio FundsPeople 2021. Il team di Analisi, attraverso l’utilizzo di un modello econometrico proprietario, ha selezionato 991 prodotti con Marchio FundsPeople, che si evidenziano per uno o più dei tre criteri qui di seguito:

DA Preferito dagli Analisti. Sono fondi che accumulano un minimo di cinque voti di fund selector all’interno del sondaggio annuale realizzato in Italia, Spagna e Portogallo. I fondi registrati in Italia che hanno questo rating sono 34.

DB Blockbuster. Sono i fondi più venduti sul mercato. Si tratta di prodotti che, al 31 dicembre 2020, registravano un patrimonio in Italia maggiore o uguale a 200 milioni di euro. Per i fondi internazionali si tiene in considerazione solo del volume appartenente ai clienti italiani, mentre per i fondi locali anche del dato di raccolta negli ultimi tre anni pari al 25% del patrimonio del fondo, tramite la piattaforma Morningstar Direct. In Italia, i prodotti che hanno questo rating sono 477. DC Consistente. Il nostro team di Analisi, diretto da María Folqué, ha sviluppato un modello di selezione proprio per distinguere i prodotti più consistenti di ogni categoria, partendo dai dati Morningstar Direct degli ultimi sei anni. In particolare, si analizzano i fondi disponibili alla vendita in Italia con un track record minimo di tre anni a fine 2020. Per ogni singolo fondo si seleziona solo una classe: la più antica tra quelle disponibili alla vendita in Italia.

In questo modo, si genera un universo di 5.989 prodotti, all’interno del quale confrontiamo ogni fondo con quelli della medesima categoria attraverso due scorecard. La prima prende in esame i criteri di rendimento e volatilità accumulata a 3 e 5 anni; la seconda usa i dati di rendimento e volatilità a cicli chiusi negli ultimi cinque anni (2016, 2017, 2018, 2019 e 2020) al fine di contrastare l’effetto cumulativo. In entrambi i casi il rendimento e la volatilità hanno un peso rispettivamente del 65% e 35%. Filtriamo quindi i fondi situati nel primo quintile per rendimento e volatilità ed eliminiamo i fondi con patrimonio inferiore ai 50 milioni di euro al 31 dicembre 2020.

I prodotti italiani col rating Consistente FundsPeople 2021 sono 600. Nei tre casi, si escludono dall’analisi i fondi garantiti, monetari, obbligazionari a breve termine e quelli con target di rendimento. Su un totale di 991 prodotti, 11 fondi si sono aggiudicati il triplo rating

FundsPeople.

PRODOTTI CON IL TRIPLO RATING FUNDSPEOPLE 2021

FONDO

BlackRock Global Funds World Technology Fund BlackRock Strategic Funds Global Event Driven Fund BlueBay Investment Grade Euro Government Bond Fund Fidelity Funds Euro Short Term Bond Fund JPMorgan Funds Emerging Markets Equity Fund Jupiter Global Fund Jupiter Dynamic Bond MFS Meridian Funds European Value Fund MFS Meridian Funds Prudent Wealth Fund

Morgan Stanley Investment Funds Asia Opportunity Fund PIMCO GIS Dynamic Multi Asset Fund Schroder International Selection Fund EURO Corporate Bond

CATEGORIA

Technology Sector Equity

Alternative Miscellaneous

Europe Fixed Income

Europe Fixed Income

Global Emerging Markets Equity

Global Fixed Income

Europe Equity Large Cap

Aggressive Allocation

Asia ex-Japan Equity

Flexible Allocation

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 17 MAGGIO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Asia Fixed Income

UBS (Lux) BF Full Cycl AsBd$ P acc HSBC GIF Asia Bond XC DABC 4,07 6,56 5,13 USD DABC

6,53 6,16 USD BGF China Bond D3 USD DABC 7,08 6,34 2,75 USD Schroder ISF Asian LclCcy Bd C Acc USD DABC 4,72 5,81 6,64 USD AXAWF Asian Short Dur Bds I Cap USD DABC 4,47 5,68 4,31 USD Schroder ISF China Lcl Ccy Bd C Acc CNH DABC 3,31 4,41 2,99 CNH Eurizon Bond Aggregate RMB Z EUR Acc DABC 3,5 3,06 EUR LUX IM Invesco Belt & Road Evolution HX DABC EUR

Emerging Markets Fixed Income

Barings EM Corp Bd A USD Acc DABC 8,2 10,52 13,03 USD Barings EM Sovereign Debt Tr A USD Acc DABC 8,66 9,64 11,41 USD Barings EM Debt Short Duration A USD Acc DABC 6,81 8,73 10,77 USD Ninety One GSF EM InvGrd CpDt I Acc USD DABC 6,45 8,6 7,65 USD BGF Emerging Markets Corp Bd I2 USD DABC 6,58 7,77 9,18 USD Jupiter Glbl Em Mkt Crp Bd I USD Acc DABC 7,48 9,69 USD New Capital Wlthy Ntn Bd USD Inst Inc DABC 5,21 7,18 7,22 USD Principal Finisterre Unc EMFI I2 Acc$ DABC 7,16 7,86 USD JPM Emerg Mkts Inv Grd Bd A (acc) USD DABC 4,32 6,67 6,94 USD PIMCO GIS Em Mkts Bd ESG Ins USD Acc DABC 5,97 6,63 10,75 USD PIMCO GIS Em Mkts Bd Instl USD Acc DABC 6,3 6,59 11,12 USD BSF Emerging Mkts Shrt Dur Bd D2 USD DABC 6,39 8,05 USD Wellington Oppoc EM Dbt S $ Acc DABC 5,67 6,12 11,28 USD Aviva Investors Em Mkts Bd I USD Acc DABC 5,15 6,06 11,82 USD Eaton Vance Intl(IRL) EMLclInc S Acc $ DABC 7,42 5,91 12,42 USD Neuberger Berman EM DbtHrdCcy USD I C DABC 6,01 5,8 12,33 USD Jupiter Global EM Sht Dur Bd I USD Acc DABC 5,79 7,64 USD AS SICAV I EM Ttl Ret Bd I QInc USD DABC 5,06 5,75 7,96 USD JPM Emerg Mkts Corp Bd A (acc) USD DABC 4,75 5,66 9,27 USD ERSTE BOND EM CORPORATE EUR R01 A DABC 4,59 5,62 7,9 EUR Pictet-Emerging Corporate Bds I USD DABC 5,22 5,51 11,12 USD Aviva Investors EM Corp Bd Ih EUR Acc DABC 4,22 5,5 8,91 EUR Capital Group EmMkts Dbt (LUX) A4 DABC 5,52 5,48 11,91 USD Pictet-Global Emerging Debt P dy USD DABC 4,18 5,41 11,68 USD M&G (Lux) Em Mkts Bd CI USD Acc DABC 6,01 5,37 11,83 USD Nordea 1 - Emerging Mkt Debt TR BI USD DABC 5,32 8,75 USD MS INVF Emerging Mkts Corp Debt Z DABC 5,47 5,28 11,08 USD Candriam Sst Bd Em Mkts I $ Inc DABC 5,09 9,39 USD iShares Em Mkts Govt Bd Idx (LU) N7 EUR DABC 3,6 4,83 9,65 EUR BGF Emerging Markets Bond A1 DABC 4,35 4,67 13,85 USD Vontobel Emerging Mkts Dbt I USD DABC 6,1 4,65 15,17 USD Nordea 1 - Emerging Market Bond BP USD DABC 4,63 4,6 14,84 USD JPM Emerg Mkts Strat Bd A perf (acc) USD DABC 4,01 4,56 10,72 USD Neuberger Berman Shrt DurEM DbtUSD I Acc DABC 3,89 4,56 6,74 USD Ninety One GSF EM LclCcyTlRtDt I Acc$ DABC 4,72 4,18 10,39 USD Amundi Fds Em Mkts Bd E2 EUR C DABC 3,88 4,17 14,69 EUR L&G EM Short Duration Bond I EUR Hdg Acc DABC 3,99 9,31 EUR Wellington Oppc EM Dbt II € S Dis H DABC 3,28 3,96 10,33 EUR BNPP Flexi I Bd Wld Em Invm Grd I Plus C DABC 1,82 3,18 5,42 EUR Capital Group EM Lcl Ccy Dbt(LUX) B DABC 3,83 2,88 12,97 USD Global Evolution EM Debt I EUR DABC 2,91 2,71 11,4 EUR Candriam Bds Em Mkts C USD Cap DABC 3,84 2,65 15,24 USD JPM Emerg Mkts Lcl Ccy Dbt A (acc) USD DABC 2,95 2,42 13,3 USD Pictet-Emerging Local Ccy Dbt I USD DABC 3,03 2,34 13,44 USD JPM Emerging Markets Debt A (dist) EURH DABC 1,94 2,31 13,14 EUR Amundi Fds EM Lcl Ccy Bd I2 EUR AD D DABC 3,03 2,15 12,76 EUR Amundi Fds EM Blnd Bd I EUR C DABC 2,48 1,92 10,8 EUR DPAM L Bonds Emerging Markets Sust E EUR DABC 3,26 1,35 11,42 EUR LUX IM JP Morgan Short Emerging Debt HX DABC 1,4 1,21 6,85 EUR Anima BlueBay Reddito Emergenti AD DABC 1,55 0,35 10,24 EUR Eurizon SLJ Local Em Mkts Dbt Z EUR Acc DABC -0,08 12,19 EUR L&G Emerging Markets Bond I USD Acc DABC USD

Euro Fixed Income

Carmignac Pf Credit W EUR Acc DABC 12,47 10,92 EUR Algebris Financial Credit I EUR Acc DABC 7,74 7,01 10,21 EUR AXAWF Euro 10 + LT I Cap EUR DABC 3,64 6,05 8,43 EUR Muzinich Eurp Crdt Alpha HEUR Acc Fndr DABC 5,76 7,79 EUR EIS Contingent Convertible Bonds I DABC 5,66 EUR Fonditalia Financial Credit Bond T DABC 5,62 8,92 EUR AXAWF Euro Credit Total Ret I Cap EUR DABC 5 5,58 6,87 EUR Tikehau Subfin E Acc DABC 7,03 5,03 9,56 EUR BGF European High Yield Bond D2 EUR DABC 5,71 5 9,2 EUR Amundi Fds Glb Subrdntd Bd I2 EUR C DABC 5,97 4,89 10,78 EUR Lazard Credit Fi SRI PVC EUR DABC 5,43 4,81 9,42 EUR AcomeA Breve Termine A1 DABC 3,5 4,7 6,45 EUR FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Nordea 1 - European Fincl Dbt BI EUR

DABC 6,33 4,69 10,88 EUR Kempen (Lux) Euro High Yield AN DABC 4,61 7,83 EUR Janus Henderson Hrzn Euro HY Bd I2 EUR DABC 5,28 4,59 9,91 EUR M&G European HY Crdt Invm E EUR Acc DABC 5,15 4,59 9,38 EUR BlueBay High Yield Bond B EUR DABC 5,16 4,56 8,71 EUR Schroder ISF EURO Crdt Convct C Acc EUR DABC 4,62 4,28 7,13 EUR Schroder ISF EURO Hi Yld C Acc EUR DABC 5,33 4,27 12,19 EUR Robeco Corporate Hybrid Bonds IH € DABC 4,24 8,6 EUR M&G European Credit Investment E EUR Acc DABC 3,68 4,17 5,46 EUR Candriam Bds Euro High Yld C EUR Cap DABC 4,26 4,01 6,55 EUR Carmignac Pf Flexible Bond A EUR Acc DABC 2,62 3,94 5,22 EUR DPAM L Bonds Higher Yield B DABC 4,29 3,85 8,7 EUR Schroder ISF EURO Corp Bd C Acc EUR DABC 3,71 3,84 6,3 EUR BlueBay Inv Grd Euro Aggt Bd I EUR DABC 4,18 3,78 4,67 EUR UBS (Lux) BF EUR Flexible P acc DABC 2,24 3,72 6,95 EUR Threadneedle (Lux) Eurp Hi Yld Bd 3G DABC 6,82 3,69 8,52 GBP JPM Financials Bond A (acc) EUR DABC 2,75 3,64 6,72 EUR UNIQA Eastern European Debt Fund A DABC 3,65 3,64 7,58 EUR Ellipsis High Yield Fund IEUR DABC 3,85 3,62 6,38 EUR L&G Euro Corporate Bond Z EUR Inc DABC 3,09 3,62 5,22 EUR PrivilEdge Frk Flx Er Agt Bd EUR NA DABC 3,5 4,56 EUR Nordea 1 - European High Yld Bd BI EUR DABC 4,54 3,49 9,67 EUR AXAWF Euro 7-10 I Cap EUR DABC 2,42 3,45 4,42 EUR EdR SICAV Financial Bonds I EUR DABC 4,87 3,44 9,23 EUR Threadneedle (Lux) European Strat Bd AE DABC 2,31 3,42 5,16 EUR MS INVF Euro Strategic Bond I DABC 3,06 3,37 4,96 EUR Eurizon Bond Aggregate EUR Z EUR Acc DABC 3,29 4,56 EUR BlueBay Inv Grd Euro Govt Bd I EUR Acc DABC 3,56 3,28 4,39 EUR Franklin European Ttl Ret A(acc)EUR DABC 2,15 3,25 4,84 EUR MS INVF European HY Bd I DABC 4,48 3,23 12,64 EUR Robeco European High Yield Bonds DH € DABC 4,05 3,23 9,17 EUR Janus Henderson Hrzn Euro Corp Bd I2 EUR DABC 2,87 3,2 5,26 EUR Kempen (Lux) Euro Credit Plus I DABC 2,7 3,19 5,03 EUR Pramerica Sicav Euro High Yield I DABC 3,15 11,18 EUR AB European Income I Inc DABC 3,26 3,14 7,63 EUR Invesco Euro Corporate Bond C EUR Acc DABC 2,64 3,14 5,65 EUR Kempen (Lux) Euro Credit J DABC 2,58 3,09 4,62 EUR Pictet-EUR Bonds P DABC 1,87 3,05 5,09 EUR Insight Sust Euro Corp Bd A EUR Acc DABC 2,95 3,03 5,39 EUR HSBC GIF Euro High Yield Bond AD DABC 3,49 2,98 7,16 EUR T. Rowe Price Euro Corp Bd I EUR DABC 2,64 2,96 5,52 EUR JPM EU Government Bond C (acc) EUR DABC 1,86 2,95 4,24 EUR PIMCO GIS Euro Bond Instl EUR Acc DABC 2,54 2,89 4,03 EUR CompAM Active European Credit A Acc DABC 3,02 2,85 5,32 EUR Epsilon Fund Euro Bond I EUR Acc DABC 2,23 2,81 4,21 EUR BlackRock Euro Govt Enhanced Idx Flex DABC 1,72 2,8 4,09 EUR Generali IS Euro Bond AY DABC 2,85 2,8 4,27 EUR AXAWF Euro Credit Plus A Cap EUR DABC 2,26 2,77 6,08 EUR JPM Europe High Yld Bd A (dist) EUR DABC 3,62 2,76 8,8 EUR Fidelity Euro Bond A-Dis-EUR DABC 1,95 2,74 4,06 EUR Vontobel EUR Corp Bd Mid Yld A EUR DABC 2,42 2,72 7,01 EUR Eurizon Bond Corporate EUR Z Acc DABC 2,28 2,7 5,67 EUR iShares Eur GovInfLkd BdIdx(IE)InstlAcc€ DABC 2,27 2,64 5,51 EUR Amundi IS JP Morgan EMU Govies IE-D DABC 1,74 2,62 4,12 EUR Schroder ISF EURO Bond C Dis AV DABC 2,05 2,6 4,38 EUR Franklin European Corp Bd I(acc)EUR DABC 2,44 2,59 4,98 EUR Nordea 1 - European Cross Credit BI EUR DABC 3 2,58 8,16 EUR UBS (Lux) IF Euro Bonds BA DABC 1,67 2,57 4,05 EUR Groupama Oblig Euro I DABC 1,91 2,56 4,16 EUR NN (L) Euro Sust Crdt I CapEUR DABC 2,28 2,55 5,41 EUR Invesco Euro Bond A EUR Acc DABC 2,3 2,54 5,13 EUR CS (Lux) SQ Euro Corporate Bond EB EUR DABC 2,17 2,53 4,29 EUR Raiffeisen 902-Treasury Zero II VT DABC 1,91 2,53 4,49 EUR AXAWF Euro Inflation Bonds I Cap EUR DABC 2,14 2,5 5,43 EUR iShares Euro InvGrdCorpBdIdx(IE)InstAcc€ DABC 2,17 2,5 5,23 EUR MS INVF Euro Corporate Bond A DABC 2,61 2,49 6,13 EUR PIMCO GIS Euro Income Bond Instl EUR Acc DABC 3,5 2,49 5,41 EUR Stt Strt Euro Infl Lnkd Bd Idx I EUR DABC 2,11 2,49 5,48 EUR Amundi Fds Strategic Bd E2 EUR C DABC 2,45 2,48 8,81 EUR PrivilEdge NN IP Euro Crdt I EUR Acc DABC 2,46 5,51 EUR iShares Euro Govt Bd Idx (LU) N2 EUR DABC 1,44 2,45 4,07 EUR Franklin Euro High Yield A(Ydis)EUR DABC 3,28 2,45 8,79 EUR MS INVF Euro Bond I DABC 1,65 2,4 3,43 EUR BSF ESG Euro Bond I2 EUR DABC 2,37 3,79 EUR NN (L) Euro Credit P Dis EUR DABC 2,05 2,37 5,69 EUR

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 17 MAGGIO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

NUMERO 52 GIUGNO 2021

INTERVISTE CATHERINE YEUNG (FIDELITY INTERNATIONAL) PIERLUIGI ANSUINELLI (FRANKLIN TEMPLETON) ISTITUZIONALI PREVIDENTI E SOSTENIBILI, IL RAPPORTO TRA ISTITUZIONALI E INVESTIMENTI ESG PRIVATE ASSET PRIVATE MARKET E MERCATO ITALIANO, UNA COMBINAZIONE VINCENTE GESTIONE PASSIVA ETF EMERGENTI TRA RISCHI E OPPORTUNITÀ FONDI SUI MERCATI EMERGENTI IL POTENZIALE DELLA RIPRESA SONO 148 I FONDI CON MARCHIO FUNDSPEOPLE CHE INVESTONO NELL’ASSET CLASS, DI CUI DUE CON TRIPLO RATING ABC. UN COMPARTO MOLTO VARIEGATO PER AREE GEOGRAFICHE, SETTORI E TIPOLOGIE DI INVESTIMENTO PRONTO A BENEFICIARE DELLA RIAPERTURA DELLE ECONOMIE. Nordea 1 - European Covered Bond BP EUR DABC 2,02 2,37 2,21 EUR Pictet-EUR Government Bonds P dy DABC 1,3 2,36 4,23 EUR PIMCO GIS Euro Credit Instl EUR Acc DABC 2,36 2,34 5,15 EUR Schroder ISF EURO Govt Bd A Dis EUR AV DABC 1,36 2,2 4,2 EUR BGF Euro Corporate Bond A1 EUR DABC 2,17 2,18 5,24 EUR Amundi Fds Euro Corp Bd I EUR C DABC 2,35 2,09 6,72 EUR Vanguard SRI € Invm Grd Bd Idx € Acc DABC 2,04 3,97 EUR M&G (Lux) Euro Corporate Bond Euro C Acc DABC 2,08 1,92 5,28 EUR Capital Group Euro Bond (LUX) B DABC 1,29 1,91 4,3 EUR BGF Euro Bond A2 DABC 1,41 1,88 4,28 EUR Amundi Fds Optimal Yield E2 EUR C DABC 3 1,75 8,73 EUR GFG Funds-Euro Global Bd P EUR Acc DABC 0,44 1,7 4,5 EUR Amundi Fds Euro Govt Bd A EUR C DABC 0,89 1,53 4,73 EUR Eurizon Bond Corporate Smart Esg Z EUR DABC 1,47 4,88 EUR Amundi Fds Euro Aggt Bd F2 EUR C DABC 1,14 1,43 5,24 EUR BlackRock Defensive Yield Flex Acc EUR DABC 1,39 4,09 EUR Generali IS Euro Aggregate Bd BX DABC 1,69 1,29 2,77 EUR Nordea 1 - Low Dur Eurp Cov Bd BI EUR DABC 1,28 1,06 EUR Pramerica Sicav Euro Corporate Bond R DABC 1,03 1,16 5,99 EUR AZ Fd1 AZ Bond - Euro Corp A-AZ Fd Acc DABC 1,27 1,15 6,01 EUR Wells Fargo (Lux)WF EUR SD Cd I-REURAcc DABC 1,28 1,1 3,74 EUR Fidelity Euro Short Term Bond Y-Acc-EUR DABC 0,77 0,95 1,98 EUR Pictet-EUR Short Term High Yield I EUR DABC 1,49 0,95 8,1 EUR Generali IS Euro Bond 1/3Y BX DABC 1,09 0,86 2,06 EUR Anima Obbligazionario High Yield BT F DABC 0,85 10,86 EUR Carmignac Sécurité A EUR Acc DABC 0,78 0,77 3,28 EUR ODDO BHF Euro Credit Short Dur DP-EUR DABC 1,14 0,75 4,64 EUR UBS (Lux) BF CHF P-acc DABC -0,13 0,64 4,41 CHF LUX IM Blackrock Crdt Defensv Strats CX DABC 0,2 0,59 5,57 EUR Invesco Euro Short Term Bond C EUR Acc DABC 0,56 0,5 2,09 EUR Tikehau Short Duration I EUR Acc DABC 0,91 0,47 2,22 EUR Pictet-EUR Short Term Corp Bds I DABC 0,54 0,44 2,71 EUR GS ESG Enh Euro Shrt Du Bd Plus I Acc € DABC 0,56 0,41 2,13 EUR AXAWF Euro Credit Short Dur I Cap EUR DABC 0,42 0,37 2,38 EUR DWS Invest ESG Euro Bonds (Short) FC DABC 0,28 0,16 1,92 EUR Fonditalia Euro Bond R DABC -0,47 0,14 2,07 EUR EuroFundLux - Floating Rate B DABC -0,76 -0,01 3,89 EUR Pictet-EUR Short Mid-Term Bonds I DABC 0,01 -0,01 1,37 EUR MS INVF Short Maturity Euro Bond I DABC 0,08 -0,07 1,5 EUR Schroder ISF EURO S/T Bd A Dis AV DABC -0,2 -0,08 1,46 EUR Arca Risparmio DABC -0,1 -0,11 1,92 EUR Tendercapital Bond Two Steps Rtl € Acc DABC 1,34 -0,18 4,01 EUR Raiffeisen-Euro-ShortTerm-Rent R A DABC -0,25 -0,27 1,43 EUR Candriam Bds Euro Short Term C EUR Cap DABC -0,11 -0,28 1,44 EUR BGF Euro Short Duration Bond A2 EUR DABC -0,13 -0,34 1,94 EUR Fonditalia Credit Absolute Return T DABC -0,24 -0,51 1,98 EUR Tendercapital Glb Bd Shrt DurInstl€AccAI DABC -1,98 4,39 EUR Fidelity Euro Bond FAM L Acc DABC EUR Fidelity Euro Short Term Bond FAM L Acc DABC EUR Janus Henderson Euro CorpBd FAM LEURAcc DABC EUR L&G Euro High Alpha Corp Bond I EUR Acc DABC EUR PIMCO Obbligazionario Prdnt Ins EUR Acc DABC EUR

Fixed Income Miscellaneous

Invesco India Bond C USD Acc DABC 4,29 4,76 7,66 USD SWC (LU) BF Responsible COCO DTH CHF DABC 6,86 4,56 14,67 CHF Muzinich Eurp Loans EUR Acc Founder DABC 2,91 12,34 EUR Eurizon Securitized Bond ZD EUR Inc DABC 0,08 7,33 EUR Eurizon Obbligazioni Edizione Più DABC EUR

Global Fixed Income

Nomura Fds Global Dynamic Bond I USD DABC 8,42 9,54 7,19 USD Legg Mason BW Glb Inc Opt PR $ Dis(M)+e DABC 7,25 8,72 6,18 USD H2O Multi Aggregate R USD DABC 8,83 8,62 7,77 USD Vanguard Global Credit Bond Ins USDH Acc DABC 8,48 5,87 USD Janus Henderson Hrzn Glb HY Bd I2 USD DABC 8,43 7,99 10,48 USD BlueBay Global High Yield Bd B USD DABC 7,41 7,86 9,09 USD Algebris Global Crdt Opps BD EUR Inc DABC 7,65 10,65 EUR Baillie Gifford WW Glbl Strat Bd B $ Acc DABC 6,54 7,65 6,12 USD M&G (Lux) Glb Corp Bd C USD Acc DABC 5,85 7,49 5,79 USD Threadneedle (Lux) Glbl Corp Bd IU DABC 5,36 7,42 5,99 USD PIMCO GIS Divers Inc Instl USD Acc DABC 6,65 7,17 7,21 USD Aegon Strategic Global Bd B Inc EUR Hdg DABC 4,53 7,13 7,63 EUR JB FI Global Quality High Yield USD K DABC 6,05 6,98 8,17 USD Legg Mason WA Mcr OppBd S USD Acc DABC 6,42 6,64 11,42 USD Janus Henderson Hrzn Strat Bd A2 USD DABC 6,38 5,55 USD Schroder ISF Glbl Corp Bd A Dis MV DABC 4,59 6,31 7,08 USD Muzinich Global Tact Crdt HUSD Inc Fndr DABC 5,02 6,17 5,61 USD JPM Global Corp Bd A (acc) USD DABC 4,36 6,02 5,87 USD Candriam Bds Global Hi Yld I EUR Cap DABC 5,3 5,99 6,33 EUR Schroder ISF Glbl Hi Yld C Acc USD DABC 6,6 5,95 11,24 USD L&G Absolute Return Bond Plus Z USD Acc DABC 4,19 5,78 5,07 USD T. Rowe Price Glb HY Bd A USD DABC 6,06 5,71 9,81 USD ASSII-TtlRet Crd D Acc GBP DABC 5,13 5,69 8,35 GBP FvS Bond Opportunities EUR I DABC 5,06 5,58 6,39 EUR JPM Flexible Credit A (acc) USD DABC 5,04 5,49 6,72 USD Fidelity Global Bond A-Dis-USD DABC 3,43 5,48 4,63 USD Vontobel Bond Global Aggt AH Hdg USD DABC 4,07 5,45 10,71 USD BlueBay Glbl Inv Grd Corp Bd I EUR DABC 4,23 5,43 7,65 EUR Vontobel TwentyFour StratInc G GBP DABC 6,11 5,29 7,21 GBP PIMCO GIS Glb Bd Instl USD Acc DABC 4,41 5,26 3,23 USD PIMCO GIS Income E USD Acc DABC 4,92 5,16 6,13 USD Fidelity Sust Strat Bd A-Acc-USD DABC 3,18 5,14 4,13 USD JPM Global Bond Opps A (acc) USD DABC 4,81 5,14 5,27 USD M&G (Lux) Glb Macro Bd A USD Acc DABC 3,35 5,14 5,08 USD Robeco Global Credits IH EUR DABC 3,21 5,02 6,78 EUR Candriam Sst Bd Glbl HiYld I € Acc DABC 5 5,13 EUR RAM (Lux) Tactical Glb Bd Total Rtrn B DABC 3,98 4,98 2,87 USD MS INVF Global Bond I DABC 3,78 4,9 5,53 USD Capital Group Glb Hi IncOpps(LUX)B DABC 4,95 4,83 10,3 EUR BGF Global High Yield Bond C1 USD DABC 5,36 4,77 9,04 USD Fisch Bond Global Corporates BC DABC 3,12 4,76 6,4 CHF MS INVF Global Fixed Income Opps Z DABC 5,15 4,71 6,31 USD UBAM Global High Yield Solution AC USD DABC 5,64 4,64 8,1 USD Invesco Global Inv Grd CorpBd E EUR Acc DABC 3 4,52 6,9 EUR Wellington Global Bond S USD Acc DABC 2,8 4,52 4,35 USD PIMCO GIS Glb Bd Ex-US Instl USD Acc DABC 4,16 4,45 3,64 USD Pictet-Global Bonds I USD DABC 2,79 4,44 5,81 USD M&G Total Return Crdt Invmt F GBP H Acc DABC 4,33 4,4 5,14 GBP Wellington Global HY Bond S EUR Acc H DABC 4,85 4,28 9,72 EUR Schroder ISF Strat Crdt C Acc GBP DABC 4,17 4,26 8,2 GBP AXAWF Global Strategic Bds F Cap GBP H DABC 3,71 4,19 3,42 GBP AS SICAV I Global Bond I Acc USD DABC 2,54 4,18 4,96 USD BGF Global Inflation Linked Bd A2 USD DABC 4,12 4,12 3,39 USD Jupiter Dynamic Bond I EUR Q Inc DABC 2,98 4,12 4,69 EUR Muzinich Enhancedyield S-T HUSD Acc A DABC 4,04 4,1 5,64 USD GS Global Fixed Inc (Hdg) I Inc EUR DABC 2,08 4,09 3,96 EUR Pictet Absolute Ret Fxd Inc I USD DABC 3 4,09 2,99 USD Schroder ISF Global Bond A Dis AV DABC 2,63 4,08 7 USD PIMCO GIS Glb Rl Ret Instl EUR H Acc DABC 3,31 4,05 5,72 EUR M&G (Lux) Glb Fl Rt HY CI USD Acc DABC 4,86 4,01 11,19 USD Muzinich LongShortCreditYld HEUR Acc E DABC 2,55 4 3,05 EUR Amundi Fds Glbl Aggt Bd I USD C DABC 3,67 3,94 6,31 USD BGF Fixed Income Global Opps A2 DABC 3,63 3,93 5,35 USD DPAM L Bonds Universalis Uncons B DABC 3,12 3,74 8,61 EUR Robeco High Yield Bonds DH € DABC 4,08 3,63 8,71 EUR Fidelity Glb Shrt Dur Inc A-MD-USD DABC 2,74 3,61 5,53 USD AXAWF Global Infl Bds I Cap EUR DABC 2,62 3,56 5,14 EUR Mirabaud Global Strategic Bd A USD Acc DABC 3,12 3,38 5,06 USD Schroder ISF Glb InflLnkdBd C Acc EUR DABC 2,63 3,38 5,4 EUR Invesco Global Ttl Ret EUR Bd C EUR Acc DABC 2,81 3,37 4,32 EUR Fonditalia Opportunities Divers Inc S DABC 3,23 6,51 EUR Capital Group Global Bd (LUX) B EUR DABC 0,73 3,16 5,19 EUR FISCH Bond Global High Yield AE2 DABC 4 3,13 9,31 EUR JPM Global Strat Bd A perf (acc) USD DABC 2,96 3,13 3,05 USD LUX IM Twentyfour Global Strategic Bd HX DABC 3,07 3,11 6,67 EUR AXAWF Global Green Bds I Dis EUR DABC 1,37 3,07 4,46 EUR AXAWF Global High Yield Bds F Dis EUR H DABC 4,15 3,01 8,7 EUR Amundi Rspnb Investing Imp Gr Bds I C DABC 2,98 4,47 EUR Carmignac Pf Global Bond A EUR Acc DABC 3,36 2,92 10,38 EUR iShares Green Bd Idx (IE) D Acc EUR DABC 2,91 4,3 EUR BMO Global Absolute Ret Bd F Acc GBP Hdg DABC 2,86 3,21 GBP Eurizon Absolute Green Bonds Z Acc DABC 2,86 8,16 EUR Amundi Fds Optimal Yld S/T I2 EUR C DABC 2,63 10,39 EUR ERSTE Responsible Bond Global Impact T DABC 0,98 2,6 4,14 EUR Eurizon Global Bond Z EUR DABC 2,54 5,5 EUR Fondo Alto Internazionale Obblig A DABC 0,57 2,54 5,43 EUR JPM Global Government Bond A (acc) EUR DABC 0,78 2,2 3,52 EUR Pramerica Sicav Global Inflation Lnkd I DABC 1,98 2,92 EUR Nordea 1 - Flexible Fixed Income BI EUR DABC 0,89 1,57 1,96 EUR Quaestio Solutions Funds Gb Mcr Bd I Acc DABC 1,03 1,49 5,04 EUR Eurizon Bond Flexible RD EUR Inc DABC 0,89 1,48 3,69 EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 17 MAGGIO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

BSF Fixed Income Strategies I2 EUR Eurizon Absolute High Yield Z EUR Candriam Bds Crdt Opps I EUR Cap DABC 1,55 1,38 3,61 EUR DABC

1,34 6,4 EUR DABC 1,54 1,32 2,66 EUR DNCA Invest Alpha Bonds I EUR DABC 1,17 9,07 EUR SWC (LU) BF Resp Glbl Abs Rtn AAH CHF DABC 0,75 1,04 4,91 CHF Mediolanum Ch International Bond LH A DABC -1,06 0,79 3,44 EUR Templeton Global Bond A(Mdis)USD DABC 1,1 -1,37 6,13 USD Templeton Global Ttl Ret A(acc)USD DABC 0,64 -2,56 8,04 USD Anima Obbligazionario Flessibile F DABC EUR LUX IM Fidelity Global Low Duration HX DABC EUR EIS Global Bond I DABC EUR Invesco Global Ttl Ret Bd FAM L EUR Acc DABC EUR

US Fixed Income

PineBridge USD Inv Grd Crdt X USD Acc DABC 8,55 7,47 USD TCW Fds MetWest High Yield Bd IU DABC 7,33 8,42 6,25 USD PGIM Broad Market US HY Bd USD I Acc DABC 8,05 8,14 9,14 USD NN (L) US Credit P Cap USD DABC 5,39 8 7,29 USD Wells Fargo(Lux)WF $ IG Crdt I $ Net Inc DABC 7,82 6,53 USD Capital Group US Corp Bd (LUX) Z DABC 5,09 7,58 6,19 USD MFS Meridian US Corporate Bond I1 USD DABC 4,98 7,52 6,94 USD Lord Abbett Multi Sector Inc I USD Acc DABC 7,75 7,24 9,1 USD AXAWF US High Yield Bonds I Cap USD DABC 6,98 6,34 7,55 USD PIMCO GIS US Hi Yld Bd Instl USD Acc DABC 6,89 6,31 8,85 USD UBAM - US High Yield Solution IC USD DABC 6,31 8,28 USD Schroder ISF US Dllr Bd C Dis USD AV DABC 3,83 6,2 4,02 USD JPM Income A (acc) USD DABC 5,48 5,96 6,87 USD TCW Fds Core Plus Bd IU DABC 3,52 5,92 3,51 USD PIMCO GIS Ttl Ret Bd Instl USD Acc DABC 3,9 5,8 3,66 USD Candriam GF US HY Corporate Bds IG acc DABC 7,57 5,5 8,75 GBP Amundi Fds Pinr Strat Inc A USD C DABC 3,84 5,14 8,31 USD JPM US Aggregate Bond A (dist) USD DABC 2,76 5,02 3,53 USD GS US Mortgg Bckd Secs I Inc USD DABC 2,7 4,66 1,95 USD Vanguard U.S. Govt Bd Idx $ Acc DABC 2,13 4,64 4,39 USD Franklin Strategic Income I(acc)USD DABC 3,94 4,63 7,33 USD Pictet-USD Government Bonds P USD DABC 2 4,45 4,86 USD Amundi Fds Pioneer US Bd A2 EUR C DABC 2,1 4,09 5,72 EUR JPM Global High Yield Bond C (acc) EURH DABC 4,57 3,81 12,18 EUR GS US Dollar Short Dur Bond I Acc USD DABC 3,23 1,54 USD MS INVF US Dollar Short Duration Bond Z DABC 2,15 2,76 1,25 USD JPM Income Opp A perf (acc) EURH DABC 0,37 -0,74 7,36 EUR Loomis Sayles US Core Plus Bd N1/A USD DABC USD

Asia Equity

JPM Pacific Equity A (dist) USD DABC 17 12,78 17,17 USD Fidelity Pacific A-Dis-USD DABC 12,24 7,81 20,87 USD Gamax Asia Pacific A DABC 9,99 5,6 16,66 EUR

Asia ex-Japan Equity

MS INVF Asia Opportunity Z Fidelity Asia Pacific Opps Y-Acc-EUR Matthews Asia Ex Japan Div I USD Acc DABC 25,73 18,38 20,75 USD DABC 17,24 16,74 20,09 EUR DABC 19,97 16,41 17,69 USD

Nikko AM Asia Ex-Japan A USD JPM Asia Growth A (acc) USD

DABC 16,08 14,32 19,5 USD DABC 19,49 14,25 19,37 USD T. Rowe Price Asian Opp Eq I USD DABC 17,78 13,75 18,02 USD Mirae Asset Asia Great Consumer Eq I USD DABC 16,01 12,81 17,63 USD Schroder ISF Emerging Asia C Acc USD DABC 19,19 12,73 19,88 USD GAM Multistock Asia Focus Equity USD C DABC 20,21 12,24 19,52 USD LO Funds Asia High Convc USD PA DABC 18,11 12,19 18,06 USD GemAsia I DABC 10,89 20,09 EUR Invesco Asian Equity C USD AD DABC 16,47 10,73 20,97 USD UBS (Lux) KSS Asian Eqs $ USD P Acc DABC 17,43 10,68 19,97 USD Fidelity Sustainable Asia Eq A-Dis-USD DABC 16,05 10,66 18,87 USD UBS (Lux) ES As Smlr Coms (USD) P-acc DABC 13,25 10,54 18,37 USD Schroder ISF Asian Opports A Dis USD AV DABC 16,69 10,17 20,27 USD FSSA Asian Eq Plus I USD Inc DABC 13,75 10,16 16,42 USD Threadneedle Asia Ins Acc GBP DABC 16,9 9,5 20,26 GBP FSSA Asia Focus III USD Acc DABC 13,72 9,38 15,82 USD Invesco Asia Opportunities Eq C USD Acc DABC 13,03 8,32 18,42 USD Templeton Asian Growth A(Ydis)USD DABC 13,12 7,81 19,63 USD

Australia & New Zealand Equity

AS SICAV I AUS Equity A Acc AUD DABC 8,77 8,49 20,73 AUD

Consumer Goods & Services Sector Equity

Invesco Glbl Consmr Trnds A USD Acc DABC 21,82 19,54 26,61 USD LO Funds World Brands P EUR Acc DABC 19,89 15,24 20,28 EUR Pictet-Premium Brands I EUR DABC 15,2 14,42 21,58 EUR Fidelity Global Cnsmr Inds A-Dis-EUR DABC 13,28 13,68 15,76 EUR FONDO

CPR Invest Food For Gens I EUR Acc MARCHIO

DABC

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

11,05 16,89 EUR

Energy Sector Equity

BGF Sustainable Energy A2 Pictet-Clean Energy I USD Eurizon Azioni Energia E Mat Prime DABC 16,95 19,48 20,04 USD DABC 16,88 16,64 22,37 USD DABC 5,5 -1,13 26,41 EUR

Equity Miscellaneous

Pictet-Water I EUR DABC 12,31 14,65 17,79 EUR BSF Global Real Asset Securities Z2 USD DABC 12,51 16,32 USD Pictet-Nutrition I USD DABC 12,28 12,02 15,78 USD Eurizon Sustainable Global Eq Z EUR Acc DABC 7,49 21,38 EUR

Europe Emerging Markets Equity

Schroder ISF Emerging Europe C Acc EUR DABC 12,41 8,02 26,3 EUR Deka-ConvergenceAktien CF DABC 9,67 7,25 22,53 EUR

Europe Equity Large Cap

DNCA Invest Norden Europe Q EUR DABC 24,56 16,38 EUR MS INVF Europe Opportunity Z DABC 16 19,59 15,42 EUR Mirova Europe Environmental Eq I/A EUR DABC 12,08 15,11 18,03 EUR Comgest Growth Europe Opps EUR Acc DABC 16,81 14,72 18,77 EUR Threadneedle Pan Eurp Focus Ins Acc GBP DABC 12,77 14,47 14,6 GBP BGF Continental Eurp Flex E2 EUR DABC 13,89 14,36 18,26 EUR Comgest Growth Europe EUR Acc DABC 12,68 13,92 14,33 EUR Nordea 1 - Nordic Stars Equity BI EUR DABC 11,99 13,88 17,63 EUR Candriam Eqs L Eurp Innovt C EUR Cap DABC 12,19 13,34 14,62 EUR BGF European Focus A2 DABC 10,87 13,21 USD NN (L) European Sust Eq I Cap EUR DABC 12,6 12,8 15,67 EUR DNCA Invest SRI Europe Gr I EUR DABC 11,96 12,21 14,53 EUR Carmignac Pf Grande Europe A EUR Acc DABC 12,69 12,17 14,78 EUR DPAM INVEST B Equities Europe Sust B Cap DABC 12,2 11,97 15,93 EUR BSF European Opps Extension A2 EUR DABC 13,32 11,88 17,85 EUR Threadneedle (Lux) European Select IE DABC 11,4 11,87 14,81 EUR Threadneedle European Sel Ins Acc GBP DABC 13,32 11,45 15,67 GBP BGF European Special Situations A2 DABC 12,14 11,33 USD Fidelity European Dynamic Gr A-Dis-EUR DABC 11,8 10,99 15,55 EUR AXAWF Fram Switzerland F Cap CHF DABC 12,94 10,35 13,67 CHF Echiquier Positive Impact Europe A DABC 12,02 10,27 14,8 EUR JB Eq Global Excell Eurp EUR B DABC 9,67 10,18 13,76 EUR Candriam Sst Eq Euro I Acc € DABC 10,1 10,12 16,7 EUR AS SICAV I European Eq A Acc EUR DABC 10,5 9,79 14,67 EUR Mandarine Active G DABC 8,9 9,76 14,48 EUR UBS (Lux) Eq Eurp Opp Sst (EUR) P acc DABC 8,42 9,74 14,72 EUR MFS Meridian European Value A1 EUR DABC 9,8 9,65 14,65 EUR LO Funds Europe High Convc EUR ND DABC 9,56 9,39 15,19 EUR Fidelity Sustainable Euroz Eq E-Acc-EUR DABC 8,73 8,67 17,42 EUR Candriam Sst Eq EMU I € Acc DABC 10,92 8,61 18,82 EUR DPAM Equities L EMU SRI MSCI Index B DABC 8,6 18,94 EUR Amundi Fds Eurp Eq Green Imp I EUR C DABC 8,31 8,59 19,11 EUR Candriam Sust Europe C Cap DABC 9,03 8,57 16,7 EUR Janus HndrsnPan Eurp A2 EUR DABC 8,96 8,57 17,17 EUR CS European Dividend Value FB EUR DABC 11,27 8,52 16,32 EUR UniInstitutional Eurp Eq Concentrated DABC 9,98 8,49 16,68 EUR CS (Lux) Eurozone Quality Gr Eq EB EUR DABC 10,84 8,31 19,85 EUR LO Funds Swiss Equity CHF NA DABC 11,61 8,25 13,02 CHF Threadneedle (Lux) Pan Eur Eq Dv 9EP EUR DABC 6,92 8,23 18,53 EUR UBAM Swiss Equity AC CHF DABC 10,95 8,14 13,47 CHF Quaestio Solutions Funds Eur Bt Eq I Acc DABC 9,91 8 16,38 EUR AXAWF Fram Eurozone RI F Cap EUR DABC 10,8 7,9 17,71 EUR G Fund Total Return All Cap Europe IC DABC 7,53 7,84 14,22 EUR UBS (Lux) EF Euro Countrs Oppo (EUR) P DABC 9,07 7,79 16,59 EUR Eleva UCITS Eleva Eurp Sel I EUR acc DABC 10,5 7,73 18,29 EUR Pictet-Quest Europe Sust Eqs P EUR DABC 7,74 7,71 16,92 EUR DPAM INVEST B Equities Euroland A Dis DABC 11,38 7,63 16,89 EUR Eleva UCITS Eleva Euroland Sel I EUR acc DABC 7,55 19,58 EUR Vontobel European Equity A EUR DABC 5,88 7,3 13,84 EUR Mirova Euro Sustainable Equity R/A EUR DABC 8,54 6,88 18,61 EUR HSBC GIF Euroland Growth M1C DABC 9,92 6,83 18,45 EUR EdR SICAV Euro Sustainable Eq A EUR DABC 9,22 6,74 16,48 EUR Generali IS SRI Ageing Population AY EUR DABC 9,25 6,63 16,19 EUR Ofi Fincl Inv RS Euro Eq Smt Beta XL A/I DABC 9,6 6,55 17,55 EUR Allianz Valeurs Durables RC DABC 9,09 6,44 18,36 EUR Fidelity European Div Y-Acc-EUR DABC 6,81 6,41 16,53 EUR MFS Meridian European Research A1 EUR DABC 8,24 6,29 14,79 EUR iShares Europe Index (IE) Flex Acc EUR DABC 8,67 6,16 17,12 EUR BGF European Equity Income A2 DABC 5,87 6,1 16,57 EUR HSBC RIF SRI Euroland Equity AC DABC 9,44 6 18,91 EUR

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 17 MAGGIO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

JPM Europe Select Equity A (acc) EUR Amundi Fds Eurp Equity Cnsv I EUR C DWS Invest II Eurp Top Div XC DABC 8,25 5,85 17,63 EUR DABC 6,89 5,66 13,5 EUR DABC 7,13 5,48 15,84 EUR

NUMERO 52 GIUGNO 2021

INTERVISTE CATHERINE YEUNG (FIDELITY INTERNATIONAL) PIERLUIGI ANSUINELLI (FRANKLIN TEMPLETON) ISTITUZIONALI PREVIDENTI E SOSTENIBILI, IL RAPPORTO TRA ISTITUZIONALI E INVESTIMENTI ESG PRIVATE ASSET PRIVATE MARKET E MERCATO ITALIANO, UNA COMBINAZIONE VINCENTE GESTIONE PASSIVA ETF EMERGENTI TRA RISCHI E OPPORTUNITÀ FONDI SUI MERCATI EMERGENTI IL POTENZIALE DELLA RIPRESA SONO 148 I FONDI CON MARCHIO FUNDSPEOPLE CHE INVESTONO NELL’ASSET CLASS, DI CUI DUE CON TRIPLO RATING ABC. UN COMPARTO MOLTO VARIEGATO PER AREE GEOGRAFICHE, SETTORI E TIPOLOGIE DI INVESTIMENTO PRONTO A BENEFICIARE DELLA RIAPERTURA DELLE ECONOMIE. Sycomore Shared Growth A DABC 7,41 5,48 12,9 EUR Cleome Index Europe Equities Y EUR Acc DABC 7,38 5,41 16,6 EUR CS (Lux) European Div Plus Eq EB EUR DABC 5,92 5,36 14,36 EUR Amundi Fds Euroland Equity E2 EUR C DABC 8,86 5,21 21,09 EUR DPAM L Equities Conviction Research B DABC 7,71 5,05 14,31 EUR Amundi Azionario Val Eurp a dist A DABC 6,2 4,97 18,01 EUR New Capital Dynamic Eurp Eq EUR Ord Inc DABC 6,34 4,51 14,95 EUR Eurizon Top European Research Z EUR Acc DABC 4,41 17,49 EUR Janus Henderson Hrzn Euroland A2 EUR DABC 6,82 4,19 21,78 EUR Fonditalia Equity Europe R DABC 5,56 3,84 16,17 EUR JPM Europe Equity Plus A perf (acc) EUR DABC 6,76 3,51 19,31 EUR Schroder ISF EURO Equity C Dis EUR AV DABC 7,8 3,37 20,71 EUR AB Eurozone Eq Ptf IX Acc DABC 9,34 2,82 21,73 EUR Euromobiliare PIR Italia Azionario A DABC 2,68 18,59 EUR Amundi Fds European Eq Val M2 EUR C DABC 8,12 2,06 25,1 EUR Invesco Sus Pan Eurp Stu Eq C Acc EUR DABC 5,01 1,86 16,11 EUR AB European Eq Ptf A Acc DABC 6,77 1,39 20,68 EUR JPM Europe Strategic Dividend A (acc)EUR DABC 4,11 1,3 20,39 EUR Tendercapital Secular Euro Instl € Acc DABC 3,77 0,27 16,68 EUR Schroder ISF Eurp Div Mxmsr C Acc EUR DABC 0,87 -5,68 19,76 EUR JPMorgan European Equity FAM L EUR Inc DABC EUR Interfund Team Equity Europe A DABC EUR

Europe Equity Mid/Small Cap

Nordea 1 - Nordic Equity Small Cp BP SEK DABC 19,96 18,77 18,92 SEK Comgest Growth Eurp Smlr Coms EUR Acc DABC 16,29 14,41 18,75 EUR Wellington Pan Eurp Sm Cp Eq S EUR AccUh DABC 11,89 19,21 EUR Echiquier Entrepreneurs A DABC 15,83 11,65 17,82 EUR Threadneedle (Lux) Pan Eurp SmCp Opps AE DABC 13,49 11,41 19,26 EUR Arca Economia Reale Equity Italia I DABC 15,93 11,2 20,81 EUR Echiquier Agenor SRI Mid Cap Euro B EUR DABC 12,65 10,44 15,21 EUR BGF Swiss Small & MidCap Opps A2 CHF DABC 15,42 9,85 16,11 CHF Echiquier Agenor SRI Mid Cap Eurp A DABC 12,82 9,8 15,07 EUR Threadneedle Eurp Smlr Coms Ins Acc GBP DABC 14,85 9,66 19,05 GBP T. Rowe Price Eurp Smlr Cm Eq I EUR DABC 13,72 8,78 20,76 EUR Oddo BHF Avenir Europe CR-EUR DABC 10,85 7,72 17,84 EUR Symphonia Azionario Small Cap Italia DABC 13,59 7,61 19,2 EUR Anima Iniziativa Italia F DABC 13,33 6,97 22,57 EUR Sycomore Fund Happy @ Work I DABC 9,53 6,87 16,67 EUR Oddo BHF Avenir Euro CR-EUR DABC 10,62 6,84 19,56 EUR Amundi Fds European Eq Sm Cp A EUR C DABC 6,4 3,84 22,62 EUR

Financials Sector Equity

Jupiter Financial Innovt L GBP A Inc DABC 15,1 9,71 24,08 GBP Polar Capital Global Ins A GBP Inc DABC 11,5 8,17 18,61 GBP

Global Emerging Markets Equity

Carmignac Pf Emergents F EUR Acc DABC 13,46 16,78 20,76 EUR Fidelity Emerging Mkts Foc I-Acc-USD DABC 17,66 14,66 18,92 USD JPM Emerging Markets Equity A (dist) USD DABC 16,8 13,12 20,35 USD Nordea 1 - Emerging Stars Equity BI EUR DABC 16,23 13,1 20,84 EUR BGF Emerging Markets A2 DABC 16,77 12,88 20,11 USD Capital Group New World (LUX) Z DABC 14,5 12,45 18,33 USD Wellington EM Development S USD Acc UnH DABC 17,25 12,36 20 USD Driehaus Em Mkts Sust Eq C USD Acc DABC 15,69 11,94 18,49 USD Schroder ISF Em Mkts Eq Alp C Acc USD DABC 11,4 20,98 USD Threadneedle Global EM Eq Ins Acc GBP DABC 14,1 11,15 22,93 GBP Schroder ISF Glb Em Mkt Opps C Acc USD DABC 16,21 10,84 21,57 USD Wells Fargo (Lux) WF EM Eq I USD Acc DABC 14,12 10,72 19,94 USD Capital Group Em Mkts Gr (LUX) B DABC 14,57 10,66 19,24 USD GQG Partners Emerging Mkts Eq I EUR Acc DABC 10,61 17,89 EUR Fidelity Em Mkts A-DIST-USD DABC 13,77 10,52 20,45 USD AS SICAV I EM Sst & Rspnb Invmt EqI Acc$ DABC 10,28 21,66 USD Candriam Sst Eq Em Mkts R € Acc DABC 14,77 10,16 20,3 EUR GemEquity I DABC 15,56 10,13 20,76 EUR Wellington Emerging Mkt Eq S USD Acc UnH DABC 15,61 10,08 21,55 USD Amundi Fds Em Mkts Eq Foc I USD C DABC 12,71 9,9 19,2 USD Templeton Emerging Markets A(Ydis)USD DABC 14,57 9,48 20,66 USD Fisher Invts Instl EM Smll Cp Eq ESG USD DABC 9,18 24,02 USD Schroder ISF Glbl EM Smlr Coms C Acc USD DABC 11,77 9,01 22,52 USD JPM Emerging Mkts Opps A (acc) USD DABC 15,51 8,84 19,78 USD Allianz GEM Equity High Div I EUR DABC 12,13 8,7 19,47 EUR RWC Global Emerging Markets B USD DABC 16,17 8,45 26,4 USD Federated Hermes Glb Em Mkts R EUR Acc DABC 13,96 8,42 20,78 EUR FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Schroder ISF Em Mkts A Dis USD AV Vontobel mtx Sust EmMkts Ldrs I USD

DABC 14,27 8,3 20,39 USD DABC 15,98 8,26 18,26 USD JPM Emerging Markets Div A (acc) EUR DABC 10,68 8,03 19,78 EUR JPM Em Mkts Small Cap A (acc) perf EUR DABC 10,82 7,91 20,88 EUR Candriam Eqs L Em Mkts C EUR Cap DABC 13,37 7,86 20,89 EUR Vontobel Emerging Markets Eq A USD DABC 8,24 6,31 17,98 USD Pictet-Emerging Markets Index I USD DABC 12,39 5,97 19,32 USD iShares EmergMkts Idx (IE) Flex Acc GBP DABC 13,61 5,64 19,69 GBP CSIF (Lux) Equity Emerging Mkts QB EUR DABC 11,18 5,61 19,18 EUR Eurizon Equity Emerging Mkts LTE Z Acc DABC 10,57 5,15 19,96 EUR

Global Equity Large Cap

GAM Star Disruptive Gr Instl USD Acc DABC 30,85 27,22 20,91 USD MS INVF Global Insight Z DABC 24,84 24,15 24,28 USD T. Rowe Price Glb Foc Gr Eq A USD DABC 22,46 22,16 20,57 USD Artisan Global Discovery I USD Acc DABC 21,85 19,11 USD AMP Capital Global Companies I USD Acc DABC 20,26 17,3 USD MS INVF Global Opportunity Z DABC 24,45 20,25 19,72 USD Schroder ISF Glb Clmt Chg Eq C Acc USD DABC 19,08 19,94 20,16 USD Aviva Investors Glbl Eq Endur I USD Acc DABC 19,72 18,42 USD Loomis Sayles Global Gr Eq Q/A USD DABC 19,69 17,24 USD DPAM INVEST B Eqs NewGems Sust A Dis DABC 18,56 19,65 18,97 EUR Threadneedle (Lux) Global Focus W DABC 17,4 18,6 16,17 USD Nikko AM Global Equity A USD Acc DABC 18,65 18,19 17,05 USD Robeco Global Consumer Trends D € DABC 18,97 18,19 17,51 EUR UBAM 30 Global Leaders Equity IHC USD DABC 16,94 18,12 15,98 USD Capital Group New Pers (LUX) ZL DABC 18,02 17,73 18,89 USD CPR Invest Glbl Dsrpt Opp R EUR Acc DABC 17,11 21,88 EUR Artisan Global Opportunities I EUR Acc DABC 17,38 16,85 17,61 EUR Robeco Sust Global Stars Eqs Fd EUR DABC 15,57 16,47 17,88 EUR Artisan Global Equity I USD Acc DABC 17,78 16,37 16,77 USD Fundsmith Equity I EUR Acc DABC 15,58 16,17 15,42 EUR Wellington Glbl Quality Gr $ S Acc UnH DABC 17,65 16,15 16,92 USD Seilern World Growth CHF H R DABC 15,99 15,92 19,29 CHF Legg Mason MC Glb L-T Uncons S GBP Acc DABC 15,83 15,86 GBP MS INVF Global Quality Z DABC 14,36 15,71 15,4 USD Robeco Sustainable Glbl Stars Eqs D EUR DABC 14,48 15,69 17,42 EUR Vontobel Clean Technology I EUR DABC 14,18 15,63 19,87 EUR Ninety One GSF Glb Frchs I Acc USD DABC 13,61 15,58 15,36 USD Pictet-Security I USD DABC 14,95 15,56 18,74 USD Pictet - Global Envir Opps I USD DABC 16,4 15,31 18,63 USD DPAM INVEST B Equities World Sust A Dis DABC 14,75 14,99 15,51 EUR LGT Sustainable EF Global (EUR) IM DABC 13,78 14,99 16,8 EUR MS INVF Global Brands A DABC 13,6 14,9 14,64 USD LGT Sustainable Equity Global E USD DABC 14,77 16,78 USD MS INVF Global Brands Eq Inc Z DABC 12,52 14,5 13,94 USD Ninety One GSF Glb Qul Eq Inc I Inc USD DABC 11,17 14,35 14,53 USD Fidelity Global Focus A-Dis-USD DABC 15,57 14,27 16,8 USD BNY Mellon Long-Term Glbl Eq USD C Acc DABC 14,8 14,14 16,52 USD Federated Hermes Imp Opps Eq X USD Acc DABC 14,06 20,13 USD Mirabaud Sustainable Glbl Fcs A USD Acc DABC 14,7 13,89 15,77 USD State Street World ESG Index Eq I USD DABC 14,48 13,84 17,79 USD AXAWF Global Factors-Sust Eq I Cap USD DABC 13,4 13,82 15,65 USD DPAM Equities L World SRI MSCI Index F DABC 13,82 17,03 EUR Pictet-Global Megatrend Sel I USD DABC 15,31 13,82 18,46 USD Fidelity Global Equity Inc I-Acc-USD DABC 11,31 13,79 13,3 USD DNCA Invest Beyond Global Leaders I EUR DABC 12,75 13,71 17,38 EUR Vontobel Global Equity A USD DABC 13,89 13,66 16,35 USD Russell Investments Glb Lw Crbn Eq A USD DABC 13,53 18,11 USD Comgest Growth World USD Acc DABC 15,85 13,23 13,35 USD Vanguard Glb Stk Idx $ Acc DABC 14,24 13,2 18,24 USD Candriam Eqs L Glbl Demography C EUR Cap DABC 12,6 13,11 17,81 EUR JPM Global Focus A (dist) EUR DABC 13,7 13,07 20,14 EUR Man GLG RI Global Sustainable Gr I USD DABC 15,48 13,05 16 USD Eurizon Azionario Intl Etico DABC 12,31 12,87 18,98 EUR Ardevora Global Long Only Eq C GBP Acc DABC 16,77 12,82 19,14 GBP MFS Meridian Global Equity A1 USD DABC 12,71 12,64 18,45 USD Guinness Global Equity Inc D USD Dist DABC 12,34 12,52 16,11 USD Dimensional Global Core Equity A DABC 13,85 12,24 19,85 USD CS (Lux) Security Equity BH CHF DABC 13,86 12,22 24,11 CHF Vanguard ESG Dev Wld All Cp Eq IdxEURAcc DABC 12,63 12,16 18,21 EUR Carmignac Investissement A EUR Acc DABC 10,42 12,15 19,29 EUR Amundi IS MSCI World IE-C DABC 12,73 12,13 18,47 EUR MFS Meridian Global Rsrch Focus A1 USD DABC 13,1 12,09 16,82 USD Fundquest Ethisworld B A/I DABC 11,45 11,95 17,55 EUR Fidelity World A-Dis-EUR DABC 13,28 11,77 19,03 EUR

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 17 MAGGIO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

iShares DevWld ex Tbo Idx (IE) Flex Dis£

DABC 15,11 11,75 18,45 GBP DWS Invest ESG Equity Income XD DABC 11,71 14,31 EUR RobecoSAM Glbl Gndr Eqlty Imp Eqs I EUR DABC 12,82 11,66 16,7 EUR Pictet SmartCity I dm GBP DABC 11,43 11,65 17,97 GBP RobecoSAM Global SDG Equities S EUR Acc DABC 11,65 14,17 EUR L&G World Equity Index I GBP Acc DABC 11,64 18,3 GBP Fidelity Global Dividend I-Acc-EUR DABC 9,16 11,32 13,8 EUR M&G (Lux) Glb Dividend CI USD Acc DABC 13,91 11,32 22,35 USD Pictet - Quest Global Equities I EUR DABC 10,87 11,28 16,39 EUR Pictet - Global Thematic Opps-I GBP DABC 11 18,71 GBP Fidelity FIRST All Country Wld I-Acc-GBP DABC 14,01 10,91 17,41 GBP Capital Group World Div Grwr (LUX) Z DABC 9,96 10,73 14,98 USD BNY Mellon Global Equity Inc USD C Inc DABC 9,66 10,5 16,79 USD AB SICAV I Low Volatility Eq S1 USD Acc DABC 11,53 10,46 14,72 USD Ardevora Global Equity B GBP Acc DABC 14,15 10,37 16,41 GBP LUX IM Pictet Future Trends EX DABC 8,44 10,16 19,5 EUR BL-Equities Dividend A EUR DABC 8,13 9,82 12,2 EUR Gamax Funds Junior A DABC 10,63 9,77 15,05 EUR CS (Lux) Global Div Plus Eq EB USD DABC 9,7 8,78 15,53 USD Amundi Fds Glb Eq Sust Inc I2 EUR C DABC 7,95 8,24 16,22 EUR LUX IM Blackrock Global Equity Div FX DABC 9,63 8,2 16,7 EUR State Street Glbl ESG Scrn Defv Eq I DABC 8,4 6,98 13,76 USD Antipodes Global F USD Acc DABC 5,91 15,18 USD Anima Valore Globale A DABC 8,77 5,65 21,47 EUR AZ Fd 1 AZ Eq Glb Gr A-AZ Acc DABC 7,82 3,34 23,59 EUR Schroder ISF Glb Div Mxmsr C Acc USD DABC 7,9 2,23 21,75 USD Mediolanum BB Dynamic Intl Val Opp LA DABC 1,13 19,18 EUR Fonditalia Millennials Equity T DABC EUR Fidelity World FAM L Acc DABC EUR Fidelity Global Dividend FAM A acc DABC EUR Mediolanum Innovative Thematic Opport L DABC EUR

Global Equity Mid/Small Cap

Threadneedle (Lux) Glb Smlr Coms IE DABC 19,6 18,85 20,49 EUR Nordea 1 - Global Climate & Envir BI EUR DABC 17,83 17,3 19,94 EUR BNP Paribas Climate Impact Privl C DABC 15,3 16,52 20,04 EUR Vanguard Global Small-Cap Idx USD Acc DABC 13,99 10,92 23,06 USD L&G Global Small Cap Eq Idx C GBP Acc DABC 9,39 23,17 GBP

Greater China Equity

JPM China A-Share Opps C (acc) EUR DABC 20,79 22,08 21,29 EUR Matthews China Small Coms Fd I USD Acc DABC 25,68 20,08 21,58 USD Schroder ISF China A E Acc USD DABC 19,97 19,06 USD JPM China A (dist) USD DABC 24,69 19,87 23,17 USD Schroder ISF Greater China C Acc USD DABC 22,04 15,59 20,6 USD UBS(Lux) Invm CHN A Opp USD P Acc USD DABC 24,97 15,47 19,35 USD BNP Paribas China Eq Cl D DABC 21,67 15,19 20,39 USD Eurizon Equity China A Z Acc DABC 13,32 21,51 EUR Robeco Chinese Equities D € DABC 18,69 12,69 21,85 EUR UBS (Lux) EF Greater China (USD) P DABC 21,85 12,38 20,2 USD AS SICAV I All China Equity A Acc USD DABC 15,66 11,85 20,62 USD UBS (Lux) EF China Oppo(USD) P USD acc DABC 20,59 10,59 18,76 USD Invesco Greater China Equity A USD Acc DABC 14,83 9,05 18,88 USD Templeton China A(acc)USD DABC 15,82 8,92 19,03 USD Fidelity China Consumer Y-Acc-USD DABC 17,32 8,79 19,86 USD FSSA Hong Kong Growth III USD Acc DABC 16,51 7,12 17,87 USD Threadneedle China Opps Ins Acc GBP DABC 17,01 5,1 20,58 GBP Fonditalia Equity China T DABC 11,84 2,77 20,98 EUR

Healthcare Sector Equity

CS (Lux) Digital Health Equity SB USD DABC 27,78 25,62 USD Polar Capital Biotech S Inc DABC 21,86 19,07 22,85 USD JPM Global Healthcare C (acc) USD DABC 13,56 16,43 16,64 USD AB International HC AX USD Acc DABC 14,88 15,68 14,8 USD BGF World Healthscience A2 DABC 13,25 15,6 14,92 USD Janus Henderson Glb Life Scn I2 USD DABC 14,09 14,5 17,72 USD Fidelity Global Health Care A-Dis-EUR DABC 10,32 14,25 14,18 EUR Pictet-Health I USD DABC 9,79 12,69 17,23 USD Variopartner MIV Global Medtech P1 CHF DABC 13,86 10,76 17,87 CHF Pictet-Biotech PUSD DABC 10,3 9,87 22,42 USD Franklin Biotechnology Discv A(acc)USD DABC 10,05 7,76 24,09 USD

India Equity

PineBridge India Equity Y DABC 10,48 9,96 21,01 USD Schroder ISF Indian Opports E Acc USD DABC 12,21 9,82 23,44 USD Schroder ISF Indian Equity C Acc USD DABC 10,37 6,51 23,15 USD

Industrials Sector Equity

DWS Smart Industrial Technologies LD DABC 13,92 12,33 24,23 EUR FONDO

Infrastructure Sector Equity

MS INVF Global Infrastructure Z MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

DABC 7,75 9,06 15,41 USD

Japan Equity

FSSA Japan Equity III USD Acc JPM Japan Equity A (dist) USD T. Rowe Price Japanese Equity I EUR

DABC 15,15 10,6 21,46 USD DABC 11,26 8,77 19,98 USD DABC 11,54 7,7 19,84 EUR

Threadneedle Japan Ins Acc GBP Baillie Gifford WW Japanese B JPY Acc Invesco Japanese Eq Adv C JPY Acc DABC 13,16 7,32 18,9 GBP DABC 13,55 6,16 18,95 JPY DABC 11,43 5,91 18,01 JPY

Vanguard Jpn Stk Idx $ Acc Capital Group Japan Equity (LUX) B

DABC 9,26 4,86 17,13 USD DABC 8,78 4,81 18,87 EUR Jupiter Japan Select L EUR Acc DABC 9,82 4,77 18,21 EUR Janus Henderson Hrzn Jpn Smr Coms A2 USD DABC 9,85 4,74 20,4 USD iShares Japan Index (IE) Flex Acc USD DABC 9,82 4,71 17,29 USD GAM Star Japan Ldrs B EUR Acc DABC 8,5 4,26 19,44 EUR Matthews Japan Fund I GBP Acc DABC 9,46 3,95 19,61 GBP AS SICAV I Jpn SmlrComs A Acc GBP DABC 9,6 1,8 20,25 GBP Eurizon Equity Japan R Acc DABC 6,18 0,47 18,43 EUR

Latin America Equity

DWS Invest Brazilian Equities LC DABC 18,93 16,84 39,96 EUR DWS Invest Latin American Eqs FC DABC 12,74 10,64 34,06 EUR Schroder ISF Latin American A Dis AV DABC 7,87 1,92 34,24 USD Threadneedle Latin America Retial Acc DABC 4,87 -1,97 34,62 GBP

Long/Short Equity

GAM Star Alpha Technology USD Inc DABC 15,15 14,51 10,95 USD

JPM US Hedged Equity I (acc) USD DABC

10,78 8,43 USD Pictet TR - Mandarin I USD DABC 13,81 9,2 7,64 USD Man GLG Innovation Eq Alt IN USD Acc DABC 8,18 5 USD Neuberger Berman US L S Eq USD I Acc DABC 6,69 6,49 8,69 USD Eleva UCITS Eleva Abs Ret Eurp S EUR acc DABC 7,23 5,94 4,29 EUR Pictet TR - Atlas I EUR DABC 5,32 7,84 EUR MW TOPS UCITS A GBP DABC 5,22 5,3 12,57 GBP ANIMA Star High Potential Europe Prestig DABC 3,81 5,18 4,42 EUR Anima Alto Potenziale Europa A DABC 3,71 5,07 4,33 EUR Carmignac Pf L-S Eurp Eqs F EUR Acc DABC 8,46 4,03 8,13 EUR Janus HndrsnAbsolute Return A2 GBP DABC 1,89 1,63 2,56 GBP LUX IM Alpha Green DX DABC -3,12 -2,62 5,1 EUR

Natural Resources Sector Equity

BGF World Mining A2 DABC 20,28 16,67 28,4 USD AS SICAV I WldResEq S USD Acc DABC 11,87 6,48 23,44 USD

Precious Metals Sector Equity

DWS Invest Gold and Prec Mtl Eqs FC DABC 9,85 22,56 35,25 EUR BGF World Gold A2 DABC 6,02 17,96 34,71 USD

Real Estate Sector Equity

Janus Henderson Hrzn GlblPtyEqsI2USD DABC 9,21 11,61 17,64 USD Janus Henderson Glb Rl Est I1q USD DABC 10,47 11,17 16,35 USD Allianz European Real Estate Sec AT EUR DABC 5,6 5,27 15,59 EUR DPAM INVEST B RealEst Eur Sus Div F DABC 6,17 3,79 16,86 EUR

Technology Sector Equity

JPM US Technology A (dist) USD Allianz Global Artfcl Intlgc W EUR BGF World Technology A2 Fidelity Global Technology A-Dis-EUR Franklin Technology A Acc USD Janus Henderson Glb Tech&Inno I2 USD Polar Capital Global Tech Inc AS SICAV I Global Inno Eq A Acc GBP Pictet - Robotics I dy EUR Pictet-Digital PUSD CS (Lux) Robotics Equity SB USD

DABC 33,55 29,98 25,82 USD DABC

29,58 27,36 EUR DABC 33,89 29,32 23,48 USD

DABC 27,44 26,83 20,76 EUR

DABC 29,03 26,17 21,6 USD

DABC 29,13 24,98 19,84 USD

DABC 30,13 23,35 19,32 USD

DABC 22,29 21,86 20,29 GBP

DABC 23,24 19,99 22,74 EUR

DABC 18,85 14,85 17,92 USD

DABC

14,54 22,79 USD

UK Equity Large Cap

Liontrust GF Spec Sits C3 Instl Acc £ Threadneedle (Lux) UK Equity Income IG DABC 11,1 6,23 14,62 GBP DABC

3,09 17,25 GBP

US Equity Large Cap Blend

Wells Fargo (Lux) WF USAllCpGr I USD Acc DABC 22,5 20,63 22,67 USD Fiera Capital US Equity B Acc DABC 18,22 20,08 17,96 USD AAF-Parnassus US Sust Eqs C EUR Acc DABC 19,07 16,29 EUR DPAM Equities L US SRI MSCI Index F DABC 18,78 17,59 EUR Amundi Fds US Pioneer Fund A USD C DABC 17,1 18,57 17,52 USD Ninety One GSF American Fran A Inc USD DABC 19,35 18,49 16,53 USD Franklin US Opportunities A(acc)USD DABC 19,38 18,13 20,4 USD JPM US Equity All Cap C (acc) USD DABC 18,26 17,81 20,59 USD BL-Equities America B USD DABC 15,99 17,47 18,47 USD

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 17 MAGGIO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

JPM US Select Equity A (acc) USD Amundi Inv US Equity X DABC 16,81 17,43 19,36 USD DABC

17,41 18,83 EUR

StocksPLUS™ Instl USD Acc iShares US Index (IE) Flex Acc USD DABC 17,53 17,35 19,5 USD DABC 17,24 17,28 18,92 USD

NUMERO 52 GIUGNO 2021

INTERVISTE CATHERINE YEUNG (FIDELITY INTERNATIONAL) PIERLUIGI ANSUINELLI (FRANKLIN TEMPLETON) ISTITUZIONALI PREVIDENTI E SOSTENIBILI, IL RAPPORTO TRA ISTITUZIONALI E INVESTIMENTI ESG PRIVATE ASSET PRIVATE MARKET E MERCATO ITALIANO, UNA COMBINAZIONE VINCENTE GESTIONE PASSIVA ETF EMERGENTI TRA RISCHI E OPPORTUNITÀ FONDI SUI MERCATI EMERGENTI IL POTENZIALE DELLA RIPRESA SONO 148 I FONDI CON MARCHIO FUNDSPEOPLE CHE INVESTONO NELL’ASSET CLASS, DI CUI DUE CON TRIPLO RATING ABC. UN COMPARTO MOLTO VARIEGATO PER AREE GEOGRAFICHE, SETTORI E TIPOLOGIE DI INVESTIMENTO PRONTO A BENEFICIARE DELLA RIAPERTURA DELLE ECONOMIE. JPM US Select Equity Plus A (acc) USD DABC 16,95 16,92 19,39 USD Wellington US Research Eq $ S Acc UnH DABC 16,15 16,77 19,51 USD AB Select US Equity S1 USD Acc DABC 16,94 16,71 17,79 USD Vanguard U.S. 500 Stk Idx $ Acc DABC 16,72 16,65 18,52 USD State Street US Index Equity P USD DABC 16,46 16,54 18,85 USD AXA Rosenberg US Enh Idx Eq Alp A $ Acc DABC 16,46 16,36 18,48 USD Findlay Park American USD DABC 16,19 16,34 15,76 USD Pictet-USA Index P USD DABC 16,25 16,27 18,51 USD Eurizon Equity USA Z Acc DABC 15,22 15,84 19 EUR DPAM Capital B Eqs US Idx B EUR Cap DABC 14,65 15,51 18,69 EUR Interfund Equity Team USA A DABC 13,5 14,1 19,76 EUR Amundi Fds Pinr US Eq Rsrch E2 EUR C DABC 14,78 13,38 18,95 EUR

US Equity Large Cap Growth

MS INVF US Growth I DABC 31,04 30,66 26,3 USD MS INVF US Advantage I DABC 24,39 24,97 21,8 USD Brown Advisory US Sust Gr USD C Acc DABC 23,58 17,28 USD JPM US Growth A (dist) GBP DABC 25,35 22,89 22,53 GBP AB American Gr Ptf AX USD Acc DABC 21,58 22,07 16,93 USD Edgewood L Sel US Select Growth A USD DABC 23,24 21,76 18,01 USD Brown Advisory US Equity Growth $ B DABC 20,6 21,3 18,61 USD EdR US Growth I DABC 22,15 20,84 17,89 USD Wells Fargo (Lux) WF USLrgCpGr IUSD Acc DABC 22,03 20,72 18,41 USD Seilern America USD U R DABC 20,5 19,49 17,98 USD Amundi Fds Pinr US EqFdm Gr M2 EUR C DABC 16,63 19,3 17,95 EUR JPM America Equity A (dist) USD DABC 17,78 17,88 20,35 USD Legg Mason CB US Lg Cp Gr B USD Dis(A) DABC 17,67 17,27 19,13 USD Vontobel US Equity A USD DABC 15,92 16,02 17,48 USD

US Equity Large Cap Value

Heptagon Yacktman US Equity C USD Acc DABC 15,07 18,53 15,25 USD DWS Invest CROCI US Dividends USD IC DABC 16,42 14,84 20,88 USD AXA Rosenberg US Equity Alpha A USD Acc DABC 15 14,25 19,79 USD DPAM CAP B Eq US Div Sus F DABC 12,46 13,57 18,82 EUR Threadneedle US Eq Inc Z Inc GBP DABC 15,18 13,22 16,96 GBP JPM US Value A (dist) GBP DABC 12,68 10,55 21,11 GBP NN (L) US High Dividend P Cap USD DABC 11,84 9,74 17,66 USD

US Equity Small Cap

T. Rowe Price US Smlr Cm Eq A USD DABC 18,93 19,63 20,69 USD Brown Advisory US SmlrComs Dollar B Acc DABC 18,49 18,14 24,23 USD Alger Small Cap Focus I US DABC 24,43 17,6 25,43 USD

Convertibles

Franklin Glbl Convert Secs I(acc)USD DABC 15,95 17,49 14,64 USD Calamos Global Convertible A USD Acc DABC 11,85 13,05 11,93 USD Lazard Convertible Global PC EUR DABC 12,76 11,19 12,83 EUR Alma US Convertible Fd I EUR Hedged Cap DABC 9,09 10,34 17,25 EUR MS INVF Global Convertible Bond A DABC 8,44 10,26 10,28 USD CQS Global Convertible UCITS C $Hdg Acc DABC 9,96 9,59 8,94 USD UBS (Lux) IF Global Convert Bonds YA DABC 9,63 9,4 12,59 CHF Schroder ISF Glb Convert Bd C Acc USD DABC 8,42 8,98 9,25 USD JPM Global Convert (EUR) A (dist) EUR DABC 6,97 8,14 12,72 EUR UBS (Lux) BS Convt Glbl € P-acc DABC 8 7,78 12,8 EUR BPER Intl SICAV Global Convertible Bond DABC 7,61 7,37 12,48 EUR UniInstitutional Global Conv Sustn EUR A DABC 6,43 7,05 9,35 EUR UBAM Global Convertible Bond AHC CHF DABC 5,45 5,7 11,05 CHF Macquarie Global Convertible B EUR acc DABC 6,04 4,99 8,8 EUR G Fund European Convertible Bd IC EUR DABC 4,38 3,06 6,83 EUR Groupama Convertibles ID DABC 3,74 2,95 5,68 EUR Ellipsis Convertible Risk Adjusted SEUR DABC 3,1 2,18 6,02 EUR

Commodities Broad Basket

NN (L) Commodity Enhanced I Cap USD DABC 4,2 2,87 13,18 USD

Alternative Miscellaneous

BSF Global Event Driven Z2 USD DABC 6,61 8,21 5,26 USD Lyxor/Tiedemann Arbitrage Strat I USD DABC 5,45 5,48 4,88 USD Lyxor Epsilon Global Trend I DABC 3,71 4,21 6,85 EUR GS Alternative Trend I Acc USD DABC 3,81 3,77 7,24 USD Fort Global UCITS Contrarian B EUR Acc DABC 3,37 3,75 7,32 EUR Alpi Hedge A DABC 2,04 2,31 6,75 EUR Leadersel Event Driven B Acc DABC 1,8 1,58 9,08 EUR FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Amundi Fds Multi-Strat Gr M2 EUR C Amundi Fds Abs Ret MS M2 EUR C Fulcrum Diversified Absolute Ret F € Inc DABC 5,42 5,41 6,72 EUR DABC 2,86 2,95 5,33 EUR

DABC

2,17 5,52 EUR

JPM Global Macro Opps A (acc) EUR DABC 3,48 2,12 5,13 EUR

H2O Largo IC EUR DABC

Amundi SF Abs Ret Mlt-Strat Cntrl H ND DABC

1,93 4,26 EUR 1,48 4,46 EUR Eurizon Absolute Prudent R Acc DABC 0,39 0,73 1,82 EUR GMO SGM Major Markets Investment A USD DABC 0,02 4,39 USD Invesco Global Targeted Ret Z EUR Acc DABC -1,36 -2,07 3,05 EUR

Market Neutral

Aegon Global Eq Mkts Netrl GBP C Acc DABC 6,5 11,24 GBP Man GLG Alpha Select Alt IL GBP Acc DABC 6,6 4,75 8,35 GBP MW Systematic Alpha UCITS B USD DABC 4,21 4,34 5,22 USD Exane Funds 2 Exane Pleiade B EUR Acc DABC 1,98 4,03 3,55 EUR BSF European Absolute Return D2 EUR DABC 1,92 3,77 4,42 EUR LGT Sustainable Equity Mkt Netrl E USD DABC 3,51 3,17 USD Janus HndrsnGlbl Equity MN I2 USD DABC 3,28 3,79 USD BMO Real Estate Eq Mkt Netrl B Acc EUR DABC 2,26 2,61 2,41 EUR Pictet TR - Agora I GBP DABC 5,96 2,59 5,73 GBP DCI Market Netrl Crdt UCITS A Fndr USD DABC 2,98 2,16 1,95 USD Exane Funds 1 Exane Ceres Fund A DABC 1,37 1,12 3,54 EUR

Multialternative

Nordea 1 - Alpha 15 MA BI EUR NN (L) Alternative Beta I Cap USD Nordea 1 - Alpha 10 MA BI EUR BCV Liquid Alternative Beta B (USD) Franklin K2 Alt Strats I(acc)USD LFIS Vision UCITS Pers Str IS Acc HSBC GIF Multi-Asset Style Factors IC Pictet TR - Div Alpha J EUR DABC 8,22 8,78 9,71 EUR

DABC 6,78 7,06 7,14 USD DABC 4,94 5,5 6,56 EUR

DABC 5,76 5,17 8,22 USD

DABC 4,84 4,12 5,95 USD

DABC 5,26 4 6,14 EUR

DABC

2,4 4,26 EUR DABC 2,03 0,91 3,51 EUR

Aggressive Allocation

MFS Meridian Prudent Wealth I1 USD Mediolanum BB MS Glbl Sel L A UniRak Nachhaltig A DPAM HORIZON B Active Strategy A Eurizon Manager Selection MS 70 First Eagle Amundi International AU-C BL-Global 75 B EUR FvS - Multi Asset - Growth I Carmignac Profil Réactif 75 A EUR Acc DABC 9,67 9,95 6,21 USD DABC 10,48 8,78 12,58 EUR DABC 7,93 8,58 10,29 EUR DABC 8,2 7,45 12,47 EUR DABC 7,66 7,32 12,92 EUR DABC 7,35 7,08 14,71 USD DABC 5,46 6,47 7,96 EUR DABC 6,73 5,2 10,27 EUR DABC 6,51 4,45 9,19 EUR

Eurizon Progetto Italia 70 PIR DABC

LUX IM ESG Generali InvmtsDiversStrat HX DABC

4,4 15,76 EUR 4,29 17,47 EUR

Pramerica Sicav Obiettivo Equilibrio A DABC

4,29 9,82 EUR

Allocation Miscellaneous

LUX IM Innovation Strategy HX DABC

10,62 17,22 EUR Carmignac Pf Emerg Patrim A EUR Acc DABC 7,41 8,92 13,98 EUR CS Carmignac Emerg Mkts Mlt-Ast B USD DABC 8,51 11,61 USD JPM Total Emerging Mkts Inc A (mth) USD DABC 8,75 6,88 15,19 USD HSBC GIF Mgd Solu Asia Focus Inc AM2 DABC 6,56 5,63 8,92 USD UBS (Lux) KSS As GlStr Bal$ HKD P-acc DABC 8,08 5,62 11,42 HKD Mediolanum BB Financial Income Strat LA DABC 6,63 4,52 15,62 EUR BancoPosta Orizzonte Reddito A DABC 2,83 10,51 EUR AZ Fd1 AZ Allc Asset Timing A-AZ DABC 0,02 1,69 8,58 EUR Gestielle Profilo Cedola III DABC -1,34 9,81 EUR Euromobiliare Equity Mid Small Cap A DABC EUR

Cautious Allocation

GS Global MA Cnsv I Acc USD DABC 6,06 6,78 7,84 USD Amundi Fds Global MA Cnsrv M2 EUR C DABC 5,23 6,27 5,39 EUR Schroder ISF Glbl MA Bal C Acc EUR DABC 4,23 5,72 8,89 EUR UBAM Multifunds Allocation 30 AC USD DABC 5,68 5,42 7,19 USD UniRak Nachhaltig Konservativ A DABC 5,35 6,42 EUR PBFI Access Capital Presv (USD) C (acc) DABC 4,76 5,1 4,72 USD Allianz Capital Plus WT EUR DABC 4,15 4,95 5,89 EUR Dachfonds Südtirol I T DABC 3,8 4,61 5,76 EUR Ninety One GSF Glb MA Inc A Acc USD DABC 4,27 4,15 4,98 USD Amundi Fds Glb MA Trg Inc A2 EUR C DABC 3,36 4,06 7,65 EUR CORUM Butler Credit Opps CHF Ins Fdr Pld DABC 4,04 5 CHF Amundi Fds Mlt Asst Sust Fut I EUR C DABC 3,88 3,98 5,34 EUR Anima Crescita Italia F DABC 3,97 9,72 EUR Etica Rendita Bilanciata I DABC 3,74 3,91 5,85 EUR Pharus SICAV Conservative A EUR Acc DABC 2,47 3,91 4,4 EUR Amundi Fds Euro MA Trgt Inc M2 EUR QTI D DABC 3,88 7,11 EUR BlackRock Multi Asset Cnsrv Sel D AccEUR DABC 3,75 6,64 EUR Pictet-Multi Asset Global Opps I EUR DABC 3,5 3,71 4,62 EUR

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 17 MAGGIO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Raiffeisen-Nachhaltigkeit-Solide I A DABC 3,02 3,68 4,72 EUR JPM Global Income Cnsrv C (acc) EUR DABC 3,64 5,51 EUR ODDO BHF Polaris Moderate DRW EUR DABC 2,84 3,53 5,16 EUR NEF Ethical Balanced Conservative I DABC 3,49 4,84 EUR Invesco Pan European Hi Inc A EUR QD DABC 4,25 3,41 9,41 EUR Raiffeisen Nachhaltigkeit Div I A DABC 2,64 3,4 2,83 EUR PBFI Access Cpl Prsv (EUR) C (acc) DABC 3,13 3,35 4,44 EUR Amundi Obbl Più a distribuzione A DABC 2,65 3,22 4,35 EUR BSF European Select Strategies I4 EUR DABC 3,16 3,22 6,71 EUR Allianz Dyn MltAst Stgy SRI15 I EUR DABC 3,16 3,18 5,01 EUR Allianz MultiPartner - Multi20 DABC 2,52 3 4,38 EUR Nordea 1 - Balanced Income BI EUR DABC 2,1 2,96 3,29 EUR Candriam Sst Defesv Asst Allc I € Acc DABC 2,63 2,86 4,62 EUR SWC (LU) PF Resp Select (EUR) AA DABC 2,82 2,85 5,86 EUR 8a+ Nextam Obbligazionario Misto R DABC 2,92 2,77 6,08 EUR Eurizon Diversificato Etico DABC 2,47 2,72 3,09 EUR DPAM L Patrimonial A DABC 2,32 2,69 5,41 EUR Pramerica Sicav Social 4 Future A DABC 2,47 2,69 6,75 EUR Eurizon Conservative Allc R EUR Acc DABC 2,04 2,63 6,12 EUR M&G (Lux) Optimal Income CI EUR Acc DABC 3,37 2,54 7,29 EUR Arca Economia Reale Bilan Italia 30 P DABC 2,4 8,78 EUR LUX IM UBS Active Defender HX DABC 2,38 5,18 EUR New Millennium Balanced World Cnsrv I DABC 2,6 2,33 4,88 EUR Eurizon Manager Selection MS 10 DABC 1,94 2,31 4,65 EUR Anima Forza Moderato A DABC 2,59 2,16 6,45 EUR SWC (LU) PF Resp Select (CHF) AA DABC 2,47 2,13 5,31 CHF Anima Vespucci F DABC 2,1 4,67 EUR Ellipsis European Credit Allocation SEUR DABC 2,52 2,1 4,91 EUR CS (Lux) Portfolio Yield CHF A DABC 2,3 1,99 6,77 CHF Natixis Conservative Risk Prty I/A EUR DABC 1,89 1,96 4,01 EUR Amundi Fds Mlt Asst Rl Ret I EUR C DABC 2,36 1,92 6,68 EUR SWC (LU) PF Resp Relax (CHF) AA DABC 0,74 1,85 4,52 CHF Pramerica Sicav Obiettivo Stabilità A DABC 1,47 3,58 EUR Etica Obbligazionario Misto R DABC 1,18 1,38 3,14 EUR DNCA Invest Eurose I EUR DABC 2,96 0,84 8,91 EUR Vontobel Multi Asset Defensive E EUR DABC 0,57 3,11 EUR M&G (Lux) Conservative Allc CI EUR Acc DABC 2,6 -0,57 9,28 EUR M&G Optimal Income Fam L Acc EUR Acc DABC EUR

Flexible Allocation

BL-Global Flexible USD B DABC 8,95 10,39 9,28 USD R-co Valor C EUR DABC 12,83 9,16 17,26 EUR Varenne Valeur A-EUR DABC 7,04 8,64 9,11 EUR FvS Multiple Opportunities II I DABC 7,43 8,38 9,01 EUR EIS Flexible Equity Strategy 3 I DABC 8,3 9,85 EUR BL-Global Flexible EUR A DABC 6,77 8,04 9,09 EUR AQR Global Risk Parity UCITS A1 USD Acc DABC 7,06 7,54 8,94 USD BNY Mellon Glbl Rl Ret (EUR) C Acc DABC 3,76 7,23 7,27 EUR Raiffeisen-GlobalAll-StrategiesPlus S T DABC 5,66 6,93 6,43 EUR BNY Mellon Global Real Ret (GBP) C Inc DABC 4,01 6,87 7,27 GBP Odey Opportunity I EUR Acc DABC 7,09 6,78 8,25 EUR Raiffeisen-Nachhaltigkeit-Mix R A DABC 6,03 6,57 9 EUR Comgest Growth Global Flex I EUR Acc DABC 6,49 7,43 EUR PIMCO GIS Dyn Mlt-Asst Instl EUR Inc DABC 5,71 6,31 5,45 EUR Capital Group EM Ttl Opps (LUX) B DABC 6,84 6,2 14,06 USD EIS Tactical Global Risk Control I DABC 5,48 8,16 EUR Candriam L Mlt-Asst Inc & Gr C EUR Inc DABC 4,31 5,04 6,29 EUR BSF Dynamic Diversified Growth I2 EUR DABC 4,37 4,98 6,41 EUR Lyxor Invmt Fds Flexible Allc I EUR DABC 5,31 4,98 7,21 EUR Euromobiliare Science 4 Life A DABC 3,42 4,96 7,67 EUR Kairos Cerere DABC 5,3 4,83 8,71 EUR Sidera Funds Balanced Growth B Acc DABC 4,78 8,52 EUR Invesco Balanced-Risk Allc C EUR Acc DABC 5,45 4,77 9,24 EUR Invesco Balanced-Risk Select Z EUR Acc DABC 5,94 4,53 9,24 EUR Lyxor Planet A - EUR DABC 4,64 4,38 7,46 EUR Pramerica Sicav Global Dynamic Allc I DABC 5,99 4,32 9,52 EUR LO Funds All Roads Syst. Hdg GBP NA DABC 5,25 4,3 4,9 GBP EIS Flexible Plus 4 I DABC 4,25 7,82 EUR EIS Eurozone Asymmetric Strategy I DABC 3,99 9,36 EUR BlackRock ISF Market Advtg Strat B € Acc DABC 5,34 3,81 11,31 EUR EIS Flexible Plus 7 I Cap DABC 3,76 3,16 EUR EIS Flexible Beta 6 I DABC 1,18 3,44 3,62 EUR ANIMA Global Macro I EUR DABC 3,35 5,41 EUR EIS Flexible Plus 3 I DABC 3 3,3 3,44 EUR Tikehau Income Cross Assets C Acc EUR DABC 3,15 3,22 5,47 EUR EuroFundLux - TR Flex Aggressive B DABC 2,94 3,02 5,68 EUR FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

AXAWF Optimal Income F Cap EUR pf DABC 4,68 3 10,24 EUR Epsilon Fund Enh Const Rk Contrib I€ Acc DABC 3,95 2,91 5,63 EUR JPM Global Multi Strategy Inc A (div)EUR DABC 3,47 2,67 9,5 EUR Sidera Funds Equity Global Leaders B Acc DABC 5,58 2,5 7,12 EUR SUMUS Strategic Large EUR Sub B Cap DABC 3,44 2,08 8,07 EUR MS INVF Global Bal Rsk Contr FOF A DABC 3,46 1,94 6,8 EUR Interfund System Evolution DABC 2,24 1,58 5,69 EUR MS INVF Global Balanced Z DABC 1,34 6,25 EUR EIS PIP Flexible 2 I DABC 0,74 1,31 3,63 EUR Planetarium Anthilia White C EUR DABC 1,51 1,28 3,46 EUR EIS Multiasset Risk Overlay I DABC 1,17 3,91 EUR EIS Flexible Beta 5 I DABC 0,39 0,69 3,21 EUR MS INVF Global Balanced Income Z DABC 2,5 0,68 6,61 EUR M&G (Lux) Dynamic Allocation CI EUR Acc DABC 4,25 0,67 12,91 EUR EIS PIP Flexible 1 I DABC -0,09 -0,27 5,48 EUR AZ Fd1 AZ Eq Global Infras A-AZ Acc DABC -2,01 17,47 EUR LUX IM Eurizon Contrarian Approach EX DABC EUR Nordea Stable Performance FAM L EUR Acc DABC EUR Pramerica Sicav Abs Ret Solu U DABC EUR

Moderate Allocation

Janus Henderson Balanced A2 USD

DABC 11,36 11,1 11,22 USD BGF Global Allocation A2 DABC 9,4 10,45 12,28 USD Carmignac Pf Patrimoine Europe F EUR Acc DABC 10,4 6,84 EUR T. Rowe Price Glb Alloc I USD DABC 10,38 11,72 USD Man AHL TargetRisk I USD DABC 11,33 9,69 8 USD GSF II GS Strat Fac Allc I USD Acc DABC 9,5 7,8 USD Acatis Gané Value Event Fonds A DABC 9,13 9,01 12,87 EUR SWC (LU) PF Sust Balanced (EUR) AA DABC 6,93 7,86 9,25 EUR Ruffer Total Return Intl I GBP Cap DABC 7,56 7,81 7,14 GBP BGF ESG Multi-Asset A2 EUR DABC 6,92 7,63 8,5 EUR Capital Group Global Allc (LUX) Z GBP DABC 9,74 7,12 10,08 GBP UBS (Lux) SICAV 1 All Rounder$ USD P A DABC 5,94 7,1 7,89 USD Amundi Fds Global Mlt-Asst E2 EUR C DABC 6,87 7,04 11,1 EUR First Eagle Amundi Income Builder IU-QD DABC 6,72 6,57 11,33 USD NN (L) Pat Bal Eurp Sust P Cap EUR H ii DABC 6,27 6,43 8,72 EUR Pramerica Sicav Social 4 Planet R DABC 6,4 8,59 EUR L&G Diversified EUR C EUR Acc DABC 6,33 10,8 EUR BGF Global Multi-Asset Inc A2 DABC 5,97 6,17 8,46 USD JPM Global Balanced A (acc) EUR DABC 6,19 6,13 9,4 EUR NEF Ethical Balanced Dynamic I Acc DABC 4,48 5,84 6,54 EUR Franklin Income A(Mdis)USD DABC 7,01 5,8 11,83 USD Etica Bilanciato R DABC 5,95 5,69 10,22 EUR Invesco Global Income Z EUR AD-GI DABC 6,45 5,63 12,53 EUR JSS GlobalSar Balanced EUR P EUR dist DABC 5,66 5,49 8,68 EUR Fidelity Global Mlt Ast IncA-QInc(G)-SGD DABC 5,34 5,34 8,72 SGD Triodos Impact Mixed Neutral EUR R Inc DABC 4,18 5,3 6,83 EUR DPAM L Balanced Conservative Sust B DABC 4,9 5,21 7,52 EUR DJE - Zins & Dividende XP (EUR) DABC 6,27 5,17 6,46 EUR Schroder ISF Glbl MA Inc C Acc USD DABC 4,93 5,04 11,05 USD JSS GlobalSar Balanced CHF P CHF dist DABC 5,53 4,96 8,48 CHF AXAWF Select Infra I EUR DABC 4,85 8,3 EUR AZ Fd1 AZ Allc Bal FoF A-AZ Fd Acc DABC 4,49 4,76 7,05 EUR Eurizon Manager Selection MS 40 DABC 4,55 4,63 7,71 EUR Mediolanum Ch Provident 2 DABC 4,13 4,51 8,67 EUR Investimenti Strategici ESG C DABC 4,67 4,46 7,28 EUR FvS Multi Asset - Balanced I DABC 5,14 4,14 8,8 EUR Carmignac Patrimoine A EUR Acc DABC 3,22 3,95 7,39 EUR Anima Forza Equilibrato A DABC 4,9 3,78 10,07 EUR JPM Global Income A (div) EUR DABC 4,08 3,73 9,79 EUR Arca Economia Reale Bilan Italia 55 P DABC 3,65 12,02 EUR Pramerica Sicav Global Stars A DABC 3,73 3,56 7,48 EUR Carmignac Profil Réactif 50 A EUR Acc DABC 4,84 3,43 7,03 EUR DPAM HORIZON B Balanced Conserv B DABC 3,97 3,28 6,77 EUR Anima Magellano F DABC 3,18 9,46 EUR Nordea 1 - Stable Return BP EUR DABC 1,5 3,16 5,79 EUR M&G (Lux) Income Allocation C EUR Acc DABC 5,67 3,08 11,39 EUR LGT Alpha Indexing Fund CHF B DABC 3,37 2,64 8,69 CHF BancoPosta Mix 3 A DABC 2,43 7,48 EUR Pramerica Sicav Obiettivo Controllo A DABC 2,43 5,94 EUR Fondo Alto Bilanciato A DABC 2,2 1,91 9,47 EUR LUX IM UBS Asia Balanced Inc HX DABC EUR Etica Impatto Clima I DABC EUR