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Ranking fondi Marchio FundsPeople

SCOPRI I FONDI CON IL MARCHIO

Sono prodotti che hanno il favore degli analisti, sono campioni d’incassi (Blockbuster) o sono consistenti, per un totale di 991 nel 2021.

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 fi ne 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 fi ne 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 16 LUGLIO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Asia Fixed Income

BGF China Bond D3 USD DABC 7,12 8,85 2,54 USD UBS (Lux) BF Full Cycl AsBd$ P acc DABC 3,94 7,2 5,07 USD HSBC GIF Asia Bond XC DABC 4,4 6,84 6,12 USD AXAWF Asian Short Dur Bds I Cap USD DABC 4,25 6,28 4,24 USD Schroder ISF Asian LclCcy Bd C Acc USD DABC 3,77 6,13 6,5 USD Eurizon Bond Aggregate RMB Z EUR Acc DABC 5,49 3 EUR Schroder ISF China Lcl Ccy Bd C Acc CNH DABC 3,33 4,03 2,97 CNH LUX IM Invesco Belt & Road Evolution HX DABC EUR

Emerging Markets Fixed Income

Barings EM Corp Bd A USD Acc DABC 8,01 11,39 12,94 USD Barings EM Sovereign Debt Tr A USD Acc DABC 7,94 9,83 11,29 USD Barings EM Debt Short Duration A USD Acc DABC 6,78 9,25 10,74 USD Ninety One GSF EM InvGrd CpDt I Acc USD DABC 6,08 8,78 7,58 USD Jupiter Glbl Em Mkt Crp Bd I USD Acc DABC 8,11 9,59 USD BGF Emerging Markets Corp Bd I2 USD DABC 6,12 7,94 9,11 USD New Capital Wlthy Ntn Bd USD Inst Inc DABC 4,9 7,25 7,21 USD Principal Finisterre Unc EMFI I2 Acc$ DABC 6,86 7,83 USD PIMCO GIS Em Mkts Bd Instl USD Acc DABC 5,45 6,85 11,03 USD PIMCO GIS Em Mkts Bd ESG Ins USD Acc DABC 5,26 6,83 10,67 USD JPM Emerg Mkts Inv Grd Bd A (acc) USD DABC 3,87 6,69 6,9 USD JPM Emerg Mkts Corp Bd A (acc) USD DABC 4,4 6,67 9,08 USD MS INVF Emerging Mkts Corp Debt Z DABC 4,99 6,38 10,95 USD AS SICAV I EM Ttl Ret Bd I QInc USD DABC 4,67 6,37 7,81 USD Pictet-Emerging Corporate Bds I USD DABC 4,71 6,28 11,03 USD Wellington Oppoc EM Dbt S $ Acc DABC 5 6,22 11,18 USD Aviva Investors Em Mkts Bd I USD Acc DABC 4,55 6,2 11,74 USD BSF Emerging Mkts Shrt Dur Bd D2 USD DABC 6,13 7,99 USD Jupiter Global EM Sht Dur Bd I USD Acc DABC 6,09 7,6 USD Capital Group EM Debt (LUX) A4 DABC 4,62 6,04 11,62 USD Aviva Investors EM Corp Bd Ih EUR Acc DABC 3,94 6 8,83 EUR M&G (Lux) Em Mkts Bd CI USD Acc DABC 5,42 5,99 11,62 USD ERSTE BOND EM CORPORATE EUR R01 A DABC 4,14 5,94 7,82 EUR Neuberger Berman EM DbtHrdCcy USD I C DABC 5,13 5,9 12,23 USD Eaton Vance Intl(IRL) EMLclInc S Acc $ DABC 6,43 5,7 12,48 USD Nordea 1 - Emerging Mkt Debt TR BI USD DABC 5,68 8,23 USD Pictet-Global Emerging Debt P dy USD DABC 3,23 5,68 11,58 USD Candriam Sst Bd Em Mkts I $ Inc DABC 5,67 9,17 USD iShares Em Mkts Govt Bd Idx (LU) N7 EUR DABC 3,08 5,56 9,63 EUR Vontobel Emerging Mkts Dbt I USD DABC 5,46 5,56 14,99 USD Amundi Fds Em Mkts Bd E2 EUR C DABC 3,59 5,27 14,57 EUR JPM Emerg Mkts Strat Bd A perf (acc) USD DABC 3,49 5,11 10,5 USD Nordea 1 - Emerging Market Bond BP USD DABC 3,96 4,82 14,73 USD Ninety One GSF EM LclCcyTlRtDt I Acc$ DABC 3,82 4,71 9,96 USD BGF Emerging Markets Bond A1 DABC 3,51 4,69 13,75 USD Neuberger Berman Shrt DurEM DbtUSD I Acc DABC 3,69 4,63 6,72 USD L&G EM Short Duration Bond I EUR Hdg Acc DABC 4,4 9,24 EUR Wellington Oppc EM Dbt II € S Dis H DABC 2,76 4,17 10,22 EUR Capital Group EM Local Debt (LUX) B DABC 2,78 3,48 12,56 USD DPAM L Bonds Emerging Markets Sust E EUR DABC 2,79 3,43 10,96 EUR BNPP Flexi I Bd Wld Em Invm Grd I Plus C DABC 1,61 3,32 5,41 EUR Amundi Fds EM Lcl Ccy Bd I2 EUR AD D DABC 2,01 3,26 12,43 EUR Pictet-Emerging Local Ccy Dbt I USD DABC 1,83 3,23 13,02 USD Candriam Bds Em Mkts C USD Cap DABC 3,03 3,19 15,11 USD Global Evolution EM Debt I EUR DABC 2,18 3,02 11,28 EUR JPM Emerg Mkts Lcl Ccy Dbt A (acc) USD DABC 1,88 2,75 12,76 USD Amundi Fds EM Blnd Bd I EUR C DABC 1,73 2,63 10,67 EUR JPM Emerging Markets Debt A (dist) EURH DABC 1,3 2,53 13,05 EUR LUX IM JP Morgan Short Emerging Debt HX DABC 1,12 2,01 6,87 EUR Anima BlueBay Reddito Emergenti AD DABC 0,81 1,3 10 EUR Eurizon SLJ Local Em Mkts Dbt Z EUR Acc DABC 1,29 11,94 EUR L&G Emerging Markets Bond I USD Acc DABC USD

Euro Fixed Income

Carmignac Pf Credit W EUR Acc DABC 12,87 10,88 EUR Algebris Financial Credit I EUR Acc DABC 7,49 8,39 9,88 EUR AXAWF Euro 10 + LT I Cap EUR DABC 3,58 7,41 8,35 EUR EIS Contingent Convertible Bonds I DABC 6,94 14,86 EUR Fonditalia Financial Credit Bond T DABC 6,03 6,87 8,59 EUR Tikehau Subfi n E Acc DABC 7,04 6,24 9,38 EUR Muzinich Eurp Crdt Alpha HEUR Acc Fndr DABC 6,17 7,75 EUR AXAWF Euro Credit Total Ret I Cap EUR DABC 4,6 6,02 6,77 EUR Amundi Fds Glb Subrdntd Bd I2 EUR C DABC 5,95 5,79 10,64 EUR BGF European High Yield Bond D2 EUR DABC 5,6 5,7 9,12 EUR Lazard Credit Fi SRI PVC EUR DABC 5,3 5,64 9,27 EUR Nordea 1 - European Fincl Dbt BI EUR DABC 6,47 5,35 10,79 EUR BlueBay High Yield Bond B EUR DABC 5,02 5,01 8,65 EUR Kempen (Lux) Euro High Yield AN DABC 5 7,76 EUR Janus Henderson Hrzn Euro HY Bd I2 EUR DABC 5,12 4,97 9,88 EUR M&G European HY Crdt Invm E EUR Acc DABC 4,8 4,91 9,34 EUR Robeco Corporate Hybrid Bonds IH € DABC 4,84 8,5 EUR Schroder ISF EURO Crdt Convct C Acc EUR DABC 4,4 4,79 7,07 EUR Schroder ISF EURO Hi Yld C Acc EUR DABC 5,14 4,74 12,13 EUR DPAM L Bonds Higher Yield B DABC 3,86 4,69 8,65 EUR Candriam Bds Euro High Yld C EUR Cap DABC 4,05 4,6 6,47 EUR EdR SICAV Financial Bonds I EUR DABC 4,92 4,55 9,05 EUR M&G European Credit Investment E EUR Acc DABC 3,41 4,31 5,46 EUR Schroder ISF EURO Corp Bd C Acc EUR DABC 3,56 4,29 6,26 EUR JPM Financials Bond A (acc) EUR DABC 2,77 4,25 6,67 EUR UNIQA Eastern European Debt Fund A DABC 3,19 4,25 7,52 EUR UBS (Lux) BF EUR Flexible P acc DABC 2,22 4,13 6,91 EUR AcomeA Breve Termine A1 DABC 3,18 4,11 6,48 EUR AXAWF Euro 7-10 I Cap EUR DABC 2,48 4,11 4,33 EUR Ellipsis High Yield Fund IEUR DABC 3,75 4,04 6,32 EUR BlueBay Inv Grd Euro Aggt Bd I EUR DABC 3,52 4,03 4,6 EUR Generali IS Euro Bond AY DABC 2,76 4,02 3,95 EUR Carmignac Pf Flexible Bond A EUR Acc DABC 2,63 4 5,19 EUR Eurizon Bond Aggregate EUR Z EUR Acc DABC 3,99 4,44 EUR Nordea 1 - European High Yld Bd BI EUR DABC 4,47 3,96 9,63 EUR MS INVF Euro Strategic Bond I DABC 2,92 3,93 4,85 EUR Eurizon AM Sicav Euro High Yield I DABC 3,93 11,1 EUR Epsilon Fund Euro Bond I EUR Acc DABC 2,09 3,89 3,94 EUR L&G Euro Corporate Bond Z EUR Inc DABC 2,92 3,89 5,21 EUR MS INVF European HY Bd I DABC 4,26 3,89 12,59 EUR AB European Income I Inc DABC 3,25 3,86 7,55 EUR PrivilEdge Frk Flx Er Agt Bd EUR NA DABC 3,81 4,53 EUR Threadneedle (Lux) Eurp Hi Yld Bd 3G DABC 5,13 3,68 8,44 GBP Robeco European High Yield Bonds DH € DABC 3,86 3,63 9,12 EUR JPM EU Government Bond C (acc) EUR DABC 1,83 3,62 4,12 EUR BlueBay Inv Grd Euro Govt Bd I EUR Acc DABC 2,95 3,51 4,28 EUR Pictet-EUR Bonds P DABC 1,83 3,5 5,06 EUR Franklin European Ttl Ret A(acc)EUR DABC 1,84 3,47 4,82 EUR CompAM Active European Credit A Acc DABC 3,1 3,44 5,25 EUR HSBC GIF Euro High Yield Bond AD DABC 3,22 3,4 7,09 EUR Invesco Euro Corporate Bond C EUR Acc DABC 2,42 3,4 5,63 EUR Janus Henderson Hrzn Euro Corp Bd I2 EUR DABC 2,64 3,39 5,26 EUR Threadneedle (Lux) European Strat Bd AE DABC 2,3 3,37 5,16 EUR BlackRock Euro Govt Enhanced Idx Flex DABC 1,77 3,36 4 EUR Fidelity Euro Bond A-Dis-EUR DABC 2 3,36 3,95 EUR Kempen (Lux) Euro Credit Plus I DABC 2,51 3,35 5,03 EUR Amundi Fds Strategic Bd E2 EUR C DABC 2,23 3,33 8,66 EUR Amundi IS JP Morgan EMU Govies IE-D DABC 2,09 3,28 4,02 EUR AXAWF Euro Infl ation Bonds I Cap EUR DABC 2,35 3,28 5,24 EUR T. Rowe Price Euro Corp Bd I EUR DABC 2,46 3,28 5,49 EUR Kempen (Lux) Euro Credit J DABC 2,39 3,25 4,62 EUR Stt Strt Euro Infl Lnkd Bd Idx I EUR DABC 2,32 3,24 5,33 EUR Vontobel EUR Corp Bd Mid Yld A EUR DABC 2,3 3,24 6,96 EUR iShares Eur GovInfLkd BdIdx(IE)InstlAcc€ DABC 2,44 3,23 5,35 EUR JPM Europe High Yld Bd A (dist) EUR DABC 3,4 3,23 8,75 EUR Schroder ISF EURO Bond C Dis AV DABC 2,04 3,23 4,28 EUR Groupama Oblig Euro I DABC 1,87 3,22 4,07 EUR AXAWF Euro Credit Plus A Cap EUR DABC 2,13 3,21 6,05 EUR Invesco Euro Bond A EUR Acc DABC 2,15 3,17 5,08 EUR PIMCO GIS Euro Bond Instl EUR Acc DABC 2,4 3,14 4,01 EUR iShares Euro Govt Bd Idx (LU) N2 EUR DABC 1,5 3,13 3,99 EUR Eurizon Bond Corporate EUR Z Acc DABC 2,09 3,09 5,64 EUR Raiff eisen 902-Treasury Zero II VT DABC 1,79 3,09 4,22 EUR Insight Sust Euro Corp Bd A EUR Acc DABC 2,95 3,03 5,39 EUR UBS (Lux) IF Euro Bonds BA DABC 1,68 3,01 4,02 EUR MS INVF Euro Corporate Bond A DABC 2,43 3 6,09 EUR Schroder ISF EURO Govt Bd A Dis EUR AV DABC 1,38 2,98 4 EUR Nordea 1 - European Cross Credit BI EUR DABC 2,79 2,93 8,12 EUR Franklin European Corp Bd I(acc)EUR DABC 2,16 2,88 4,96 EUR Pictet-EUR Government Bonds P dy DABC 1,3 2,88 4,13 EUR BSF ESG Euro Bond I2 EUR DABC 2,86 3,74 EUR NN (L) Euro Sust Crdt I CapEUR DABC 2,09 2,86 5,4 EUR Franklin Euro High Yield A(Ydis)EUR DABC 3,06 2,83 8,74 EUR PrivilEdge NN IP Euro Crdt I EUR Acc DABC 2,83 5,5 EUR CS (Lux) SQ Euro Corporate Bond EB EUR DABC 1,94 2,82 4,27 EUR MS INVF Euro Bond I DABC 1,6 2,74 3,43 EUR PIMCO GIS Euro Income Bond Instl EUR Acc DABC 3,15 2,73 5,38 EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

ANALISI RANKING I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 16 LUGLIO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

iShares Euro InvGrdCorpBdIdx(IE)InstAcc€ DABC 1,97 2,7 5,22 EUR Amundi Fds Euro Corp Bd I EUR C DABC 2,2 2,69 6,69 EUR NN (L) Euro Credit P Dis EUR DABC 1,88 2,69 5,68 EUR PIMCO GIS Euro Credit Instl EUR Acc DABC 2,21 2,56 5,15 EUR BGF Euro Corporate Bond A1 EUR DABC 1,95 2,54 5,24 EUR Generali IS Euro Aggregate Bd BX DABC 1,82 2,48 2,21 EUR Amundi Fds Optimal Yield E2 EUR C DABC 2,74 2,37 8,63 EUR BGF Euro Bond A2 DABC 1,37 2,37 4,23 EUR GFG Funds-Euro Global Bd P EUR Acc DABC 0,56 2,37 4,41 EUR Nordea 1 - European Covered Bond BP EUR DABC 1,83 2,36 2,22 EUR Capital Group Euro Bond (LUX) B DABC 1,29 2,32 4,26 EUR Amundi Fds Euro Govt Bd A EUR C DABC 0,92 2,31 4,48 EUR M&G (Lux) Euro Corporate Bond Euro C Acc DABC 1,94 2,27 5,24 EUR Vanguard SRI € Invm Grd Bd Idx € Acc DABC 2,21 3,97 EUR Amundi Fds Euro Aggt Bd F2 EUR C DABC 1,37 2,01 5,19 EUR Eurizon Bond Corporate Smart Esg Z EUR DABC 1,69 4,88 EUR Anima Obbligazionario High Yield BT F DABC 1,67 10,77 EUR BlackRock Defensive Yield Flex Acc EUR DABC 1,62 4,08 EUR Eurizon AM Sicav Euro Corporate Bond R DABC 0,83 1,59 5,98 EUR AZ Fd1 AZ Bond - Euro Corp A-AZ Fd Acc DABC 1,11 1,56 5,97 EUR Generali IS Euro Bond 1/3Y BX DABC 1,06 1,4 1,58 EUR Carmignac Sécurité A EUR Acc DABC 0,7 1,35 3,13 EUR Nordea 1 - Low Dur Eurp Cov Bd BI EUR DABC 1,35 1,03 EUR Wells Fargo (Lux)WF EUR SD Cd I-REURAcc DABC 1,15 1,29 3,73 EUR Pictet-EUR Short Term High Yield I EUR DABC 1,28 1,24 8,09 EUR Fidelity Euro Short Term Bond Y-Acc-EUR DABC 0,7 1,07 1,87 EUR ODDO BHF Euro Credit Short Dur DP-EUR DABC 1,04 0,96 4,63 EUR UBS (Lux) BF CHF P-acc DABC -0,15 0,79 4,4 CHF Tikehau Short Duration I EUR Acc DABC 0,86 0,75 2,19 EUR LUX IM Blackrock Crdt Defensv Strats CX DABC 0,05 0,73 5,55 EUR Invesco Euro Short Term Bond C EUR Acc DABC 0,51 0,72 2,05 EUR DWS Invest ESG Euro Bonds (Short) FC DABC 0,25 0,59 1,52 EUR Pictet-EUR Short Term Corp Bds I DABC 0,48 0,59 2,69 EUR GS ESG Enh Euro Shrt Du Bd Plus I Acc € DABC 0,54 0,57 2,12 EUR AXAWF Euro Credit Short Dur I Cap EUR DABC 0,36 0,53 2,36 EUR Fonditalia Euro Bond R DABC -0,42 0,5 1,85 EUR Tendercapital Bond Two Steps Rtl € Acc DABC 2 0,33 3,86 EUR EuroFundLux - Floating Rate B DABC -0,76 0,21 3,88 EUR MS INVF Short Maturity Euro Bond I DABC 0,06 0,18 1,31 EUR Arca Risparmio DABC -0,1 0,17 1,81 EUR Pictet-EUR Short Mid-Term Bonds I DABC -0,01 0,15 1,28 EUR Schroder ISF EURO S/T Bd A Dis AV DABC -0,22 -0,01 1,41 EUR Candriam Bds Euro Short Term C EUR Cap DABC -0,16 -0,17 1,42 EUR Raiff eisen-Euro-ShortTerm-Rent R A DABC -0,3 -0,19 1,41 EUR BGF Euro Short Duration Bond A2 EUR DABC -0,15 -0,23 1,91 EUR Fonditalia Credit Absolute Return T DABC -0,31 -0,32 1,97 EUR Tendercapital Glb Bd Shrt DurInstl€AccAI DABC -1,3 4,18 EUR Fidelity Euro Bond FAM L Acc DABC EUR Fidelity Euro Short Term Bond FAM L Acc DABC EUR Euro Corp Bd FAM L EUR Acc 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

SWC (LU) BF Responsible COCO DTH CHF DABC 6,98 5,98 14,55 CHF Invesco India Bond C USD Acc DABC 3,66 4,43 7,8 USD Muzinich Eurp Loans EUR Acc Founder DABC 3,32 12,31 EUR Eurizon Securitized Bond ZD EUR Inc DABC 0,34 0,29 7,31 EUR Eurizon Obbligazioni Edizione Più DABC EUR

Global Fixed Income

Nomura Fds Global Dynamic Bond I USD DABC 8,16 9,72 7,12 USD Legg Mason BW Glb Inc Opt PR $ Dis(M)+e DABC 6,51 9,11 6,08 USD Algebris Global Crdt Opps BD EUR Inc DABC 8,86 10,17 EUR H2O Multi Aggregate R USD DABC 8,7 8,7 7,4 USD Vanguard Global Credit Bond Ins USDH Acc DABC 8,52 5,89 USD Janus Henderson Hrzn Glb HY Bd I2 USD DABC 7,95 8,26 10,46 USD Baillie Giff ord WW Glbl Strat Bd B $ Acc DABC 6,41 8,19 6,09 USD BlueBay Global High Yield Bd B USD DABC 7 8,12 9,05 USD M&G (Lux) Glb Corp Bd C USD Acc DABC 5,92 7,92 5,75 USD Threadneedle (Lux) Glbl Corp Bd IU DABC 5,11 7,68 5,98 USD Legg Mason WA Mcr OppBd S USD Acc DABC 6,34 7,66 11,3 USD JB FI Global Quality High Yield USD K DABC 5,79 7,62 8,11 USD Aegon Strategic Global Bd B Inc EUR Hdg DABC 4,62 7,62 7,58 EUR PIMCO GIS Divers Inc Instl USD Acc DABC 6,13 7,45 7,16 USD Janus Henderson Hrzn Strat Bd A2 USD DABC 7,1 5,54 USD Schroder ISF Glbl Corp Bd A Dis MV DABC 4,53 6,84 7,07 USD Candriam Bds Global Hi Yld I EUR Cap DABC 5,01 6,62 6,28 EUR JPM Global Corp Bd A (acc) USD DABC 4,2 6,55 5,85 USD Schroder ISF Glbl Hi Yld C Acc USD DABC 6,19 6,48 11,2 USD Muzinich Global Tact Crdt HUSD Inc Fndr DABC 4,74 6,41 5,59 USD FvS Bond Opportunities EUR I DABC 4,8 6,35 6,39 EUR ASSII-TtlRet Crd D Acc GBP DABC 4,81 6,28 8,24 GBP BlueBay Glbl Inv Grd Corp Bd I EUR DABC 4,09 6,28 7,62 EUR L&G Absolute Return Bond Plus Z USD Acc DABC 4,5 6,15 5,04 USD Vontobel TwentyFour StratInc G GBP DABC 6 6,13 7,14 GBP T. Rowe Price Glb HY Bd A USD DABC 5,66 6,12 9,78 USD Invesco Global Inv Grd CorpBd E EUR Acc DABC 3,1 6,06 6,88 EUR JPM Flexible Credit A (acc) USD DABC 4,81 5,89 6,69 USD Vontobel Bond Global Aggt AH Hdg USD DABC 4,1 5,77 10,69 USD Robeco Global Credits IH EUR DABC 3,28 5,67 6,77 EUR Capital Group GlbHiIncOpps(LUX) B DABC 4,22 5,66 10,19 EUR Candriam Sst Bd Glbl HiYld I € Acc DABC 5,62 5,08 EUR Fidelity Global Bond A-Dis-USD DABC 3,38 5,52 4,59 USD Fisch Bond Global Corporates BC DABC 3 5,44 6,38 CHF BGF Global High Yield Bond C1 USD DABC 5,02 5,42 9 USD Fidelity Sust Strat Bd A-Acc-USD DABC 3,2 5,4 4,08 USD JPM Global Bond Opps A (acc) USD DABC 4,32 5,39 5,18 USD DPAM L Bonds Universalis Uncons B DABC 3,08 5,25 8,12 EUR PIMCO GIS Glb Bd Instl USD Acc DABC 4,11 5,2 3,23 USD RAM (Lux) Tactical Glb Bd Total Rtrn B DABC 3,77 5,13 2,84 USD M&G (Lux) Glb Macro Bd A USD Acc DABC 3,26 5,09 4,96 USD PIMCO GIS Income E USD Acc DABC 4,67 5,07 6,1 USD Pictet-Global Bonds I USD DABC 2,68 5,05 5,75 USD MS INVF Global Bond I DABC 3,46 4,95 5,43 USD MS INVF Global Fixed Income Opps Z DABC 4,83 4,78 6,27 USD Jupiter Dynamic Bond I EUR Q Inc DABC 3,08 4,76 4,7 EUR Wellington Global HY Bd S EUR PtH DABC 4,38 4,74 9,71 EUR UBAM Global High Yield Solution AC USD DABC 5,19 4,66 8,08 USD M&G Total Return Crdt Invmt F GBP H Acc DABC 4,12 4,62 5,1 GBP M&G (Lux) Glb Fl Rt HY CI USD Acc DABC 4,97 4,51 11,17 USD Schroder ISF Strat Crdt C Acc GBP DABC 4,1 4,47 8,18 GBP PIMCO GIS Glb Rl Ret Instl EUR H Acc DABC 3,13 4,41 5,77 EUR Muzinich LongShortCreditYld HEUR Acc E DABC 2,53 4,39 3,02 EUR PIMCO GIS Glb Bd Ex-US Instl USD Acc DABC 3,8 4,37 3,64 USD Wellington Global Bond S USD Acc DABC 2,51 4,32 4,36 USD AXAWF Global Strategic Bds F Cap GBP H DABC 3,41 4,31 3,4 GBP GS Global Fixed Inc (Hdg) I Inc EUR DABC 2,11 4,31 3,96 EUR Muzinich Enhancedyield S-T HUSD Acc A DABC 3,95 4,29 5,62 USD AS SICAV I Global Bond I Acc USD DABC 2,25 4,26 4,92 USD BGF Global Infl ation Linked Bd A2 USD DABC 3,6 4,25 3,39 USD BGF Fixed Income Global Opps A2 DABC 3,49 4,18 5,33 USD Pictet Absolute Ret Fxd Inc I USD DABC 2,92 4,17 2,97 USD Schroder ISF Global Bond A Dis AV DABC 2,42 4,17 6,9 USD Robeco High Yield Bonds DH € DABC 3,55 4,14 8,7 EUR Amundi Fds Glbl Aggt Bd I USD C DABC 3,54 4,01 6,3 USD AXAWF Global Infl Bds I Cap EUR DABC 2,5 3,99 5,19 EUR Fonditalia Opportunities Divers Inc S DABC 3,95 6,43 EUR Carmignac Pf Global Bond A EUR Acc DABC 2,38 3,93 9,99 EUR Capital Group Glob Bond (LUX) B DABC 0,71 3,81 5,19 EUR Schroder ISF Glb Infl LnkdBd C Acc EUR DABC 2,52 3,81 5,45 EUR Mirabaud Global Strategic Bd A USD Acc DABC 3,04 3,78 5,03 USD LUX IM Twentyfour Global Strategic Bd HX DABC 3,09 3,71 6,6 EUR Fidelity Glb Shrt Dur Inc A-MD-USD DABC 2,79 3,71 5,52 USD Eurizon Global Bond Z EUR DABC 3,7 5,2 EUR FISCH Bond Global High Yield AE2 DABC 3,56 3,66 9,29 EUR AXAWF Global Green Bds I Dis EUR DABC 1,47 3,5 4,46 EUR Invesco Global Ttl Ret EUR Bd C EUR Acc DABC 2,66 3,44 4,24 EUR AXAWF Global High Yield Bds F Dis EUR H DABC 3,78 3,39 8,69 EUR Amundi Rspnb Investing Imp Gr Bds I C DABC 3,34 4,48 EUR Eurizon Absolute Green Bonds Z Acc DABC 3,29 8,01 EUR JPM Global Strat Bd A perf (acc) USD DABC 2,71 3,26 3,01 USD iShares Green Bd Idx (IE) D Acc EUR DABC 3,19 4,3 EUR Amundi Fds Optimal Yld S/T I2 EUR C DABC 3 10,23 EUR BMO Global Absolute Ret Bd F Acc GBP Hdg DABC 1,92 2,95 3,2 GBP ERSTE Responsible Bond Global Impact T DABC 0,88 2,82 4,04 EUR Eurizon AM Sicav Global Infl ation Lnkd I DABC 2,58 2,97 EUR Fondo Alto Internazionale Obblig A DABC 0,1 2,57 5,48 EUR EIS Global Bond I DABC 2,49 3,29 EUR JPM Global Government Bond A (acc) EUR DABC 0,64 2,43 3,51 EUR Eurizon Bond Flexible RD EUR Inc DABC 0,72 2,22 3,4 EUR Quaestio Solutions Funds Gb Mcr Bd I Acc DABC 0,48 2,08 4,9 EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 16 LUGLIO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

SWC (LU) BF Resp Glbl Abs Rtn AAH CHF DABC 0,44 1,99 4,67 CHF Nordea 1 - Flexible Fixed Income BI EUR DABC 0,99 1,84 1,97 EUR Eurizon Absolute High Yield Z EUR DABC 1,78 6,34 EUR Candriam Bds Crdt Opps I EUR Cap DABC 1,33 1,64 2,58 EUR DNCA Invest Alpha Bonds I EUR DABC 1,63 8,97 EUR BSF Fixed Income Strategies I2 EUR DABC 1,47 1,53 3,49 EUR Mediolanum Ch International Bond LH A DABC -1,09 0,99 3,43 EUR Templeton Global Bond A(Mdis)USD DABC 0,56 -1,79 5,96 USD Templeton Global Ttl Ret A(acc)USD DABC -0,01 -3,09 7,82 USD Anima Obbligazionario Flessibile F DABC EUR LUX IM Fidelity Global Low Duration HX 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 9,33 7,44 USD NN (L) US Credit P Cap USD DABC 5,51 8,68 7,26 USD TCW Fds MetWest High Yield Bd IU DABC 7,21 8,57 6,25 USD Wells Fargo(Lux)WF $ IG Crdt I $ Net Inc DABC 8,27 6,53 USD PGIM Broad Market US HY Bd USD I Acc DABC 7,47 8,21 9,14 USD MFS Meridian US Corporate Bond I1 USD DABC 4,88 8,1 6,94 USD Capital Group US CorpBd (LUX) Z DABC 5,04 8,01 6,2 USD Lord Abbett Multi Sector Inc I USD Acc DABC 7,11 7,51 9,08 USD PIMCO GIS US Hi Yld Bd Instl USD Acc DABC 6,39 6,67 8,85 USD AXAWF US High Yield Bonds I Cap USD DABC 6,57 6,56 7,54 USD Schroder ISF US Dllr Bd C Dis USD AV DABC 3,77 6,32 3,99 USD UBAM - US High Yield Solution IC USD DABC 6,04 8,27 USD PIMCO GIS Ttl Ret Bd Instl USD Acc DABC 3,95 5,97 3,65 USD TCW Fds Core Plus Bd IU DABC 3,55 5,92 3,5 USD JPM Income A (acc) USD DABC 4,83 5,62 6,86 USD Amundi Fds Pio Strat Inc A USD C DABC 3,6 5,38 8,29 USD Candriam GF US HY Corporate Bds IG acc DABC 5,51 5,33 8,74 GBP JPM US Aggregate Bond A (dist) USD DABC 2,73 5,03 3,51 USD Amundi Fds Pio US Bond A2 EUR C DABC 2,15 5,02 5,71 EUR Pictet-USD Government Bonds P USD DABC 2,1 4,73 4,85 USD Franklin Strategic Income I(acc)USD DABC 3,62 4,72 7,32 USD Vanguard U.S. Govt Bd Idx $ Acc DABC 2,24 4,72 4,38 USD GS US Mortgg Bckd Secs I Inc USD DABC 2,54 4,2 1,96 USD JPM Global High Yield Bond C (acc) EURH DABC 4,07 4,19 12,04 EUR GS US Dollar Short Dur Bond I Acc USD DABC 2,07 3,03 1,57 USD MS INVF US Dollar Short Duration Bond Z DABC 2,11 2,65 1,26 USD JPM Income Opp A perf (acc) EURH DABC -0,04 -0,65 7,31 EUR Loomis Sayles US Core Plus Bd N1/A USD DABC USD

Asia Equity

JPM Pacifi c Equity A (dist) USD DABC 16,54 15,71 16,93 USD Fidelity Pacifi c A-Dis-USD DABC 12,02 11,81 20,72 USD Gamax Asia Pacifi c A DABC 9,48 9,6 16,22 EUR

Asia ex-Japan Equity

Matthews Asia Ex Japan Div I USD Acc DABC 19,28 19,9 17,39 USD Fidelity Asia Pacifi c Opps Y-Acc-EUR DABC 15,65 19,24 19,99 EUR Nikko AM Asia Ex-Japan A USD DABC 14,96 17,77 19,01 USD MS INVF Asia Opportunity Z DABC 23,32 17,26 20,34 USD JPM Asia Growth A (acc) USD DABC 17,84 16,96 19,12 USD Schroder ISF Emerging Asia C Acc USD DABC 17,57 15,86 19,75 USD GemAsia I DABC 15,74 19,75 EUR UBS (Lux) ES As Smlr Coms (USD) P-acc DABC 14,17 15,74 17,8 USD T. Rowe Price Asian Opp Eq I USD DABC 16,07 15,44 17,97 USD LO Funds Asia High Conviction USD PA DABC 16,58 15,24 17,86 USD Mirae Asset Asia Great Consumer Eq I USD DABC 15,75 15,18 17,41 USD GAM Multistock Asia Focus Equity USD C DABC 17,98 15,05 19,2 USD UBS (Lux) KSS Asian Eqs $ USD P Acc DABC 16,38 14,74 19,52 USD Invesco Asian Equity C USD AD DABC 14,31 13,11 20,73 USD Fidelity Sustainable Asia Eq A-Dis-USD DABC 14,34 12,93 18,6 USD Threadneedle Asia Ins Acc GBP DABC 14,28 12,56 20,12 GBP Schroder ISF Asian Opports A Dis USD AV DABC 14,8 11,71 20,16 USD FSSA Asian Eq Plus I USD Inc DABC 12,69 11,34 16,35 USD FSSA Asia Focus III USD Acc DABC 12,32 10,02 15,77 USD Templeton Asian Growth A(Ydis)USD DABC 10,47 9,96 19,35 USD Invesco Asia Opportunities Eq C USD Acc DABC 12,08 9,71 18,24 USD

Australia & New Zealand Equity

AS SICAV I AUS Equity A Acc AUD DABC 9,67 9,56 20,76 AUD

Consumer Goods & Services Sector Equity

Invesco Glbl Consmr Trnds A USD Acc DABC 20,96 18,66 26,71 USD Pictet-Premium Brands I EUR DABC 16,37 17,99 21,48 EUR LO Funds World Brands EUR PA DABC 21,29 16,49 20,19 EUR Fidelity Global Cnsmr Inds A-Dis-EUR DABC 13,58 15,26 15,75 EUR CPR Invest Food For Gens I EUR Acc DABC 10,78 16,94 EUR

Energy Sector Equity

BGF Sustainable Energy A2 DABC 17,5 22,43 19,89 USD Pictet-Clean Energy I USD DABC 17,67 20,39 22,18 USD Eurizon Azioni Energia E Mat Prime DABC 3,2 -1,44 26,56 EUR

Equity Miscellaneous

Pictet-Water I EUR DABC 12,45 17,46 17,71 EUR BSF Global Real Asset Securities Z2 USD DABC 13,22 16,31 USD Pictet-Nutrition I USD DABC 12,25 12,33 15,75 USD Eurizon Sustainable Global Eq Z EUR Acc DABC 9,11 21,36 EUR

Europe Emerging Markets Equity

Schroder ISF Emerging Europe C Acc EUR DABC 12,99 12,27 26,71 EUR Deka-ConvergenceAktien CF DABC 10,69 11,17 22,76 EUR

Europe Equity Large Cap

DNCA Invest Norden Europe Q EUR DABC 28,68 16,16 EUR MS INVF Europe Opportunity Z DABC 17,06 23,08 15,3 EUR BGF Continental Eurp Flex E2 EUR DABC 15,65 17,53 18,22 EUR Mirova Europe Environmental Eq I/A EUR DABC 12,91 17,16 17,9 EUR Nordea 1 - Nordic Stars Equity BI EUR DABC 13,13 16,59 17,61 EUR BGF European Focus A2 DABC 12,71 16,59 USD BSF European Opps Extension A2 EUR DABC 15,38 15,73 17,83 EUR Comgest Growth Europe Opps EUR Acc DABC 17,85 15,55 18,45 EUR DNCA Invest SRI Europe Gr I EUR DABC 14,08 15,03 14,53 EUR Comgest Growth Europe EUR Acc DABC 13,5 15 14,15 EUR Candriam Eqs L Eurp Innovt C EUR Cap DABC 13,23 14,99 14,59 EUR Threadneedle Pan Eurp Focus Ins Acc GBP DABC 12,96 14,78 14,69 GBP NN (L) European Sust Eq I Cap EUR DABC 13,17 14,66 15,68 EUR BGF European Special Situations A2 DABC 14,06 14,46 USD Carmignac Pf Grande Europe A EUR Acc DABC 13,73 14,35 14,8 EUR DPAM INVEST B Equities Europe Sust B Cap DABC 13,26 14,07 15,88 EUR Threadneedle (Lux) European Select IE DABC 12,17 14,04 14,89 EUR AXAWF Fram Switzerland F Cap CHF DABC 14,41 13,52 13,74 CHF Threadneedle European Sel Ins Acc GBP DABC 12,76 12,81 15,73 GBP JB Eq Global Excell Eurp EUR B DABC 10,63 12,52 13,81 EUR UBAM Swiss Equity AC CHF DABC 12,84 12,42 13,65 CHF Mandarine Active G DABC 10,52 12,34 14,5 EUR Echiquier Positive Impact Europe A DABC 12,9 12,14 14,75 EUR LO Funds Swiss Equity CHF NA DABC 12,83 11,94 13,12 CHF Fidelity European Dynamic Gr A-Dis-EUR DABC 12,41 11,91 15,38 EUR AS SICAV I European Eq A Acc EUR DABC 11,45 11,71 14,62 EUR Candriam Sst Eq Euro I Acc € DABC 10,68 11,35 16,74 EUR UBS (Lux) Eq Eurp Opp Sst (EUR) P acc DABC 9,09 11,04 14,73 EUR Quaestio Solutions Funds Eur Bt Eq I Acc DABC 11,49 10,99 16,41 EUR Fidelity Sustainable Euroz Eq E-Acc-EUR DABC 9,83 10,48 17,42 EUR DPAM INVEST B Equities Euroland A Dis DABC 12,64 10,45 16,85 EUR DPAM Equities L EMU SRI MSCI Index B DABC 10,38 18,94 EUR Candriam Sust Europe C Cap DABC 10,13 10,28 16,74 EUR MFS Meridian European Value A1 EUR DABC 9,83 10,24 14,55 EUR CS (Lux) Eurozone Quality Gr Eq EB EUR DABC 11,45 10,15 19,89 EUR Janus HndrsnPan Eurp A2 EUR DABC 9,18 10,1 17,18 EUR Amundi Fds Eurp Eq Green Imp I EUR C DABC 9,72 10,06 19,14 EUR G Fund Total Return All Cap Europe IC DABC 8,43 10,02 14,29 EUR Pictet-Quest Europe Sust Eqs P EUR DABC 8,37 10,02 16,92 EUR CS European Dividend Value FB EUR DABC 10,54 9,9 16,25 EUR LO Funds Europe High Conviction EUR ND DABC 10,17 9,89 15,21 EUR Candriam Sst Eq EMU I € Acc DABC 11,49 9,82 18,86 EUR AXAWF Fram Eurozone RI F Cap EUR DABC 11,14 9,53 17,69 EUR Eleva UCITS Eleva Euroland Sel I EUR acc DABC 9,48 19,61 EUR UniInstitutional Eurp Eq Concentrated DABC 10,55 9,2 16,67 EUR Vontobel European Equity A EUR DABC 7,07 9,17 13,88 EUR Eleva UCITS Eleva Eurp Sel I EUR acc DABC 11,64 8,93 18,3 EUR UBS (Lux) EF Euro Countrs Oppo (EUR) P DABC 9,33 8,66 16,59 EUR EdR SICAV Euro Sustainable Eq A EUR DABC 10,02 8,64 16,43 EUR HSBC GIF Euroland Growth M1C DABC 10,68 8,53 18,45 EUR Allianz Valeurs Durables RC DABC 9,33 8,47 18,24 EUR Generali IS SRI Ageing Population AY EUR DABC 10,32 8,47 16,24 EUR Threadneedle (Lux) Pan Eur Eq Dv 9EP EUR DABC 6,86 8,45 18,51 EUR Ofi Fincl Inv RS Euro Eq Smt Beta XL A/I DABC 9,75 8,41 17,52 EUR JPM Europe Select Equity A (acc) EUR DABC 8,8 8,22 17,66 EUR iShares Europe Index (IE) Flex Acc EUR DABC 8,97 8,2 17,16 EUR BGF European Equity Income A2 DABC 6,66 8,19 16,54 EUR Amundi Fds Eurp Equity Cnsv I EUR C DABC 7,79 7,83 13,66 EUR MFS Meridian European Research A1 EUR DABC 8,45 7,55 14,82 EUR Fidelity European Div Y-Acc-EUR DABC 6,54 7,44 16,53 EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

ANALISI RANKING I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 16 LUGLIO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Amundi Fds Euroland Equity E2 EUR C DABC 8,89 7,39 21,11 EUR Mirova Euro Sustainable Equity R/A EUR DABC 8,82 7,28 18,61 EUR Cleome Index Europe Equities Y EUR Acc DABC 7,64 7,1 16,62 EUR Janus Henderson Hrzn Euroland A2 EUR DABC 7,89 7,06 21,67 EUR Eurizon Top European Research Z EUR Acc DABC 7,26 7,03 17,48 EUR HSBC RIF SRI Euroland Equity AC DABC 9,56 7,02 18,86 EUR DPAM L Equities Conviction Research B DABC 8,18 7,01 14,33 EUR DWS Invest II Eurp Top Div XC DABC 6,88 6,86 15,85 EUR CS (Lux) European Div Plus Eq EB EUR DABC 5,59 5,93 14,35 EUR JPM Europe Equity Plus A perf (acc) EUR DABC 7,4 5,82 19,32 EUR New Capital Dynamic Eurp Eq EUR Ord Inc DABC 7,64 5,81 15,02 EUR Schroder ISF EURO Equity C Dis EUR AV DABC 8,34 5,66 20,65 EUR Sycomore Shared Growth A DABC 7,67 5,66 12,93 EUR Fonditalia Equity Europe R DABC 5,18 5,63 16,21 EUR Euromobiliare PIR Italia Azionario A DABC 5,55 18,48 EUR Amundi Azionario Val Eurp a dist A DABC 5,54 5,35 17,97 EUR Invesco Sus Pan Eurp Stu Eq C Acc EUR DABC 6,14 4,42 16,08 EUR AB Eurozone Eq Ptf IX Acc DABC 9,57 3,92 21,84 EUR AB European Eq Ptf A Acc DABC 7,43 3,66 20,76 EUR JPM Europe Strategic Dividend A (acc)EUR DABC 4,33 2,93 20,41 EUR Amundi Fds European Eq Val M2 EUR C DABC 7,39 2,92 25,12 EUR Tendercapital Secular Euro Instl € Acc DABC 4,83 1,7 16,75 EUR Schroder ISF Eurp Div Mxmsr C Acc EUR DABC 1,56 -4,07 19,82 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 20,67 20,48 18,97 SEK Arca Economia Reale Equity Italia I DABC 18,65 16,12 21,05 EUR Comgest Growth Eurp Smlr Coms EUR Acc DABC 17,32 14,3 18,46 EUR Wellington Pan Eurp Sm Cp Eq S EUR AccUh DABC 13,85 19,16 EUR Echiquier Entrepreneurs A DABC 16,33 13,64 17,78 EUR BGF Swiss Small & MidCap Opps A2 CHF DABC 17,7 13,63 16,24 CHF Echiquier Agenor SRI Mid Cap Euro B EUR DABC 14,81 13,29 15,18 EUR Echiquier Agenor SRI Mid Cap Eurp A DABC 14,88 13,26 15,04 EUR Threadneedle (Lux) Pan Eurp SmCp Opps AE DABC 14,77 12,48 19,24 EUR Symphonia Azionario Small Cap Italia DABC 15,92 12,38 19,35 EUR Threadneedle Eurp Smlr Coms Ins Acc GBP DABC 14,89 10,84 19,06 GBP T. Rowe Price Eurp Smlr Cm Eq I EUR DABC 15,52 10,02 20,77 EUR Anima Iniziativa Italia F DABC 15,63 9,71 22,35 EUR Sycomore Fund Happy @ Work I DABC 10,07 9,09 16,68 EUR Oddo BHF Avenir Europe CR-EUR DABC 11,33 8,53 17,69 EUR Oddo BHF Avenir Euro CR-EUR DABC 11,04 8,15 19,46 EUR Amundi Fds European Eq Sm Cp A EUR C DABC 8,39 5,8 22,6 EUR

Financials Sector Equity

Jupiter Financial Innovt L GBP A Inc DABC 13,79 10,18 24,06 GBP Polar Capital Global Ins A GBP Inc DABC 8,89 7,05 18,71 GBP

Global Emerging Markets Equity

Carmignac Pf Emergents F EUR Acc DABC 12,24 19,23 20,23 EUR Fidelity Emerging Mkts Foc I-Acc-USD DABC 16,07 16,61 18,65 USD Nordea 1 - Emerging Stars Equity BI EUR DABC 15,39 16,51 20,64 EUR Candriam Sst Eq Em Mkts R € Acc DABC 14,62 15,91 19,8 EUR Wellington EM Development S USD Acc UnH DABC 16,77 15,81 19,62 USD JPM Emerging Markets Equity A (dist) USD DABC 15,54 15,71 20,08 USD Threadneedle Global EM Eq Ins Acc GBP DABC 12,31 15,36 22,6 GBP GemEquity I DABC 15,16 15,2 20,3 EUR Driehaus Em Mkts Sust Eq C USD Acc DABC 15,88 15,04 18,21 USD Fisher Invts Instl EM Smll Cp Eq ESG USD DABC 15 23,73 USD BGF Emerging Markets A2 DABC 14,77 14,94 19,69 USD Capital Group New World (LUX) Z DABC 14,12 14,94 18,16 USD Capital Group EM Growth (LUX) B DABC 13,68 13,94 18,85 USD Schroder ISF Glb Em Mkt Opps C Acc USD DABC 15,44 13,86 21,21 USD AS SICAV I EM Sst & Rspnb Invmt EqI Acc$ DABC 13,85 21,07 USD GQG Partners Emerging Mkts Eq I EUR Acc DABC 13,57 17,66 EUR Candriam Eqs L Em Mkts C EUR Cap DABC 12,54 13,47 20,27 EUR Fidelity Em Mkts A-DIST-USD DABC 12,78 13,42 20,2 USD Schroder ISF Glbl EM Smlr Coms C Acc USD DABC 11,94 13,4 22,27 USD Wellington Emerging Mkt Eq S USD Acc UnH DABC 14,03 13,36 21,21 USD Schroder ISF Em Mkts Eq Alp C Acc USD DABC 13,06 20,82 USD RWC Global Emerging Markets B USD DABC 14,27 12,8 25,84 USD JPM Em Mkts Small Cap A (acc) perf EUR DABC 10,52 12,68 20,68 EUR Amundi Fds Em Mkts Eq Foc I USD C DABC 11,74 12,6 18,94 USD Federated Hermes Glb Em Mkts R EUR Acc DABC 12,98 12,59 20,38 EUR Wells Fargo (Lux) WF EM Eq I USD Acc DABC 12,63 12,54 19,68 USD Allianz GEM Equity High Div I EUR DABC 11,13 12,04 19,19 EUR Templeton Emerging Markets A(Ydis)USD DABC 12,19 11,46 20,41 USD Vontobel mtx Sust EmMkts Ldrs I USD DABC 14,24 11,34 17,87 USD Schroder ISF Em Mkts A Dis USD AV DABC 12,84 11,32 20,05 USD JPM Emerging Markets Div A (acc) EUR DABC 9,15 10,78 19,64 EUR JPM Emerging Mkts Opps A (acc) USD DABC 13,48 10,61 19,52 USD Pictet-Emerging Markets Index I USD DABC 11,36 9,9 18,91 USD CSIF (Lux) Equity Emerging Mkts QB EUR DABC 9,9 9,74 18,79 EUR Eurizon Equity Emerging Mkts LTE Z Acc DABC 9,32 9,31 19,56 EUR iShares EmergMkts Idx (IE) Flex Acc GBP DABC 10,76 8,55 19,35 GBP Vontobel Emerging Markets Eq A USD DABC 7,13 7,42 17,74 USD

Global Equity Large Cap

MS INVF Global Insight Z DABC 27,41 28,13 24,86 USD GAM Star Disruptive Gr Instl USD Acc DABC 30,21 26,5 20,98 USD Artisan Global Discovery I USD Acc DABC 23,32 19,06 USD AMP Capital Global Companies I USD Acc DABC 22,8 17,32 USD T. Rowe Price Glb Foc Gr Eq A USD DABC 22,59 22,54 20,6 USD MS INVF Global Opportunity Z DABC 25,85 22,15 19,67 USD DPAM INVEST B Eqs NewGems Sust A Dis DABC 20,11 22,14 19,02 EUR Schroder ISF Glb Clmt Chg Eq C Acc USD DABC 18,97 21,73 20,05 USD Threadneedle (Lux) Global Focus W DABC 18,55 20,98 16,19 USD Robeco Global Consumer Trends D € DABC 20,4 20,84 17,67 EUR CPR Invest Glbl Dsrpt Opp R EUR Acc DABC 20,25 21,98 EUR UBAM 30 Global Leaders Equity IHC USD DABC 17,97 20,21 16 USD Aviva Investors Glbl Eq Endur I USD Acc DABC 20,19 18,39 USD Artisan Global Opportunities I EUR Acc DABC 17,77 19,89 17,55 EUR Loomis Sayles Global Gr Eq Q/A USD DABC 19,29 19,82 17,26 USD Vontobel Clean Technology I EUR DABC 15,01 19,78 19,63 EUR Nikko AM Global Equity A USD Acc DABC 18,5 18,87 17,04 USD Pictet - Global Envir Opps I USD DABC 16,85 18,86 18,41 USD Capital Group New Pers (LUX) ZL DABC 18,17 18,82 18,87 USD Seilern World Growth CHF H R DABC 17,38 18,56 19,24 CHF Legg Mason MC Glb L-T Uncons S GBP Acc DABC 17,6 18,48 15,89 GBP DPAM INVEST B Equities World Sust A Dis DABC 15,43 18,18 15,51 EUR Fonditalia Millennials Equity T DABC 17,91 19,52 EUR Robeco Sust Global Stars Eqs Fd EUR DABC 15,75 17,76 17,81 EUR Pictet-Security I USD DABC 15,97 17,43 18,74 USD Artisan Global Equity I USD Acc DABC 17,76 17,42 16,76 USD Fundsmith Equity I EUR Acc DABC 16,55 17,3 15,41 EUR Robeco Sustainable Glbl Stars Eqs D EUR DABC 14,43 17,19 17,33 EUR Wellington Glbl Quality Gr $ S Acc UnH DABC 17,65 17 16,9 USD Man GLG RI Global Sustainable Gr I USD DABC 17,12 16,69 16,19 USD DNCA Invest Beyond Global Leaders I EUR DABC 13,23 16,02 17,22 EUR Ninety One GSF Glb Frchs I Acc USD DABC 14,06 15,84 15,36 USD DPAM Equities L World SRI MSCI Index F DABC 15,77 16,98 EUR Federated Hermes Imp Opps Eq X USD Acc DABC 15,54 20,12 USD MS INVF Global Quality Z DABC 14,48 15,35 15,4 USD Candriam Eqs L Glbl Demography C EUR Cap DABC 13,01 15,26 17,75 EUR BNY Mellon Long-Term Glbl Eq USD C Acc DABC 14,96 15,25 16,52 USD Pictet-Global Megatrend Sel I USD DABC 15,27 15,09 18,43 USD State Street World ESG Index Eq I USD DABC 14,53 15,06 17,76 USD JPM Global Focus A (dist) EUR DABC 13,48 14,96 20,15 EUR Fidelity Global Focus A-Dis-USD DABC 14,94 14,82 16,8 USD MS INVF Global Brands A USD DABC 13,98 14,79 14,62 USD Russell Investments Glb Lw Crbn Eq A USD DABC 14,77 18,09 USD AXAWF Global Factors-Sust Eq I Cap USD DABC 13,29 14,75 15,63 USD Mirabaud Sustainable Glbl Fcs A USD Acc DABC 15,45 14,69 15,81 USD Comgest Growth World USD Acc DABC 15,69 14,65 13,33 USD Ninety One GSF Glb Qul Eq Inc I Inc USD DABC 11,24 14,65 14,53 USD LGT Sustainable EF Global (EUR) IM DABC 12,26 14,39 16,86 EUR Vontobel Global Equity A USD DABC 14,27 14,31 16,36 USD Fundquest Ethisworld B A/I DABC 12,07 14,29 17,48 EUR MS INVF Global Brands Eq Inc Z DABC 12,93 14,28 13,89 USD Vanguard ESG Dev Wld All Cp Eq IdxEURAcc DABC 12,74 14,26 18,18 EUR Carmignac Investissement A EUR Acc DABC 10,48 14,19 19,17 EUR Vanguard Glb Stk Idx $ Acc DABC 14,1 14,17 18,22 USD LGT Sustainable Equity Global E USD DABC 14,13 16,84 USD Eurizon Azionario Intl Etico DABC 12,39 14,08 18,94 EUR Amundi IS MSCI World IE-C DABC 12,81 13,94 18,45 EUR RobecoSAM Glbl Gndr Eqlty Imp Eqs I EUR DABC 13,2 13,73 16,67 EUR Guinness Global Equity Inc D USD Dist DABC 11,8 13,47 16,07 USD MFS Meridian Global Equity A1 USD DABC 12,4 13,33 18,45 USD Fidelity Global Equity Inc I-Acc-USD DABC 10,78 13,23 13,3 USD RobecoSAM Global SDG Equities S EUR Acc DABC 13,09 14,17 EUR Pictet SmartCity I dm GBP DABC 10,01 13,06 17,96 GBP Fidelity World A-Dis-EUR DABC 13 12,94 18,99 EUR Pictet - Global Thematic Opps-I GBP DABC 12,85 18,55 GBP

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 16 LUGLIO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Pictet - Quest Global Equities I EUR DABC 10,38 12,76 16,41 EUR CS (Lux) Security Equity BH CHF DABC 14,18 12,71 24,09 CHF DWS Invest ESG Equity Income XD DABC 12,7 14,33 EUR iShares Dev Wld ESG Scrn Idx(IE)FlexDis£ DABC 13,43 12,68 18,43 GBP L&G World Equity Index I GBP Acc DABC 12,67 18,28 GBP Ardevora Global Long Only Eq C GBP Acc DABC 14,52 12,57 19,11 GBP Dimensional Global Core Equity A DABC 13,05 12,43 19,84 USD LUX IM Pictet Future Trends EX DABC 10,2 12,17 19,33 EUR Fidelity FIRST All Country Wld I-Acc-GBP DABC 12,3 12,02 17,38 GBP MFS Meridian Global Rsrch Focus A1 USD DABC 12,48 11,96 16,86 USD Fidelity Global Dividend I-Acc-EUR DABC 8,54 11,94 13,77 EUR M&G (Lux) Glb Dividend CI USD Acc DABC 12,99 11,24 22,39 USD AB SICAV I Low Volatility Eq S1 USD Acc DABC 11,59 11,12 14,73 USD Capital Group WorldDivGrw (LUX) Z DABC 9,23 10,96 15,02 USD Gamax Funds Junior A DABC 10,58 10,74 15,03 EUR Ardevora Global Equity B GBP Acc DABC 12,35 10,28 16,39 GBP BL-Equities Dividend A EUR DABC 7,94 10,26 12,22 EUR Amundi Fds Glb Eq Sust Inc I2 EUR C DABC 7,93 9,89 16,13 EUR LUX IM Blackrock Global Equity Div FX DABC 11 9,51 16,67 EUR BNY Mellon Global Equity Inc USD C Inc DABC 8,93 9,5 16,83 USD CS (Lux) Global Div Plus Eq EB USD DABC 8,7 8,99 15,53 USD State Street Glbl ESG Scrn Defv Eq I DABC 8,13 7,51 13,8 USD AZ Fd 1 AZ Eq Glb Gr A-AZ Acc DABC 9,62 6,31 23,93 EUR Antipodes Global F USD Acc DABC 6,19 15,15 USD Anima Valore Globale A DABC 7,69 5,82 21,46 EUR Schroder ISF Glb Div Mxmsr C Acc USD DABC 6,65 3,12 21,77 USD Mediolanum BB Dynamic Intl Val Opp LA DABC 3,39 2,19 19,11 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

Nordea 1 - Global Climate & Envir BI EUR DABC 18,56 20,73 19,84 EUR BNP Paribas Climate Impact Privl C DABC 15,46 19,83 19,88 EUR Threadneedle (Lux) Glb Smlr Coms IE DABC 19,97 19,48 20,54 EUR Vanguard Global Small-Cap Idx USD Acc DABC 12,7 10,27 23,03 USD L&G Global Small Cap Eq Idx C GBP Acc DABC 8,86 23,15 GBP

Greater China Equity

JPM China A-Share Opps C (acc) EUR DABC 19,7 27,02 20,91 EUR Matthews China Small Coms Fd I USD Acc DABC 27,31 25,63 21,17 USD JPM China A (dist) USD DABC 23,92 23,2 22,79 USD Schroder ISF China A E Acc USD DABC 22,41 18,86 USD Schroder ISF Greater China C Acc USD DABC 20,76 19,21 20,34 USD BNP Paribas China Eq Cl D DABC 19,65 18,44 19,89 USD Eurizon Equity China A Z Acc DABC 18,18 21 EUR Robeco Chinese Equities D € DABC 17,03 16,9 21,4 EUR UBS(Lux) Invm CHN A Opp USD P Acc USD DABC 21,54 15,85 19,22 USD AS SICAV I All China Equity A Acc USD DABC 14,73 13,82 20,48 USD UBS (Lux) EF Greater China (USD) P DABC 19,33 13,72 19,85 USD Templeton China A(acc)USD DABC 14,44 11,39 18,75 USD UBS (Lux) EF China Oppo(USD) P USD acc DABC 18,44 11,21 18,58 USD Fidelity China Consumer Y-Acc-USD DABC 15,36 10,19 19,61 USD Invesco Greater China Equity A USD Acc DABC 13,03 9,53 18,75 USD FSSA Hong Kong Growth III USD Acc DABC 14,71 7,96 17,64 USD Threadneedle China Opps Ins Acc GBP DABC 13,94 7,6 20,4 GBP Fonditalia Equity China T DABC 10,46 6,63 20,61 EUR

Healthcare Sector Equity

CS (Lux) Digital Health Equity SB USD DABC 27,31 26,26 USD AB International HC AX USD Acc DABC 15,2 16,47 14,85 USD Polar Capital Biotech S Inc DABC 20,55 16,31 22,83 USD JPM Global Healthcare C (acc) USD DABC 13,41 15,68 16,65 USD Fidelity Global Health Care A-Dis-EUR DABC 10,44 15,24 14,21 EUR BGF World Healthscience A2 DABC 12,87 14,87 14,93 USD Janus Henderson Glb Life Scn I2 USD DABC 13,54 14,51 17,71 USD Pictet-Health I USD DABC 9,69 12,31 17,2 USD Variopartner MIV Global Medtech P1 CHF DABC 14,28 12,22 17,93 CHF Pictet-Biotech PUSD DABC 9,94 8,13 22,68 USD Franklin Biotechnology Discv A(acc)USD DABC 9,44 6,7 24,47 USD

India Equity

PineBridge India Equity Y DABC 11,34 13,93 20,94 USD Schroder ISF Indian Opports E Acc USD DABC 13,11 12,64 23,53 USD Schroder ISF Indian Equity C Acc USD DABC 10,8 8,98 23,35 USD

Industrials Sector Equity

DWS Smart Industrial Technologies LD DABC 13,4 13,67 24,2 EUR

Infrastructure Sector Equity

MS INVF Global Infrastructure Z DABC 7,01 8,89 15,35 USD

Japan Equity

FSSA Japan Equity III USD Acc DABC 17,04 14,45 21,55 USD JPM Japan Equity A (dist) USD DABC 13,09 11,61 19,94 USD Threadneedle Japan Ins Acc GBP DABC 11,99 9,81 18,9 GBP T. Rowe Price Japanese Equity I EUR DABC 11,57 9,79 19,91 EUR Janus Henderson Hrzn Jpn Smr Coms A2 USD DABC 10,36 9,07 20,23 USD Jupiter Japan Select L EUR Acc DABC 10,01 8,57 18,22 EUR GAM Star Japan Ldrs B EUR Acc DABC 9,25 8,38 19,46 EUR Baillie Giff ord WW Japanese B JPY Acc DABC 14,5 8,29 18,9 JPY Invesco Japanese Eq Adv C JPY Acc DABC 12,15 7,97 17,99 JPY iShares Japan Index (IE) Flex Acc USD DABC 9,74 7,86 17,24 USD Capital Group Japan Eq (LUX) B DABC 9,19 7,77 18,86 EUR Vanguard Jpn Stk Idx $ Acc DABC 9,38 7,45 17,07 USD Matthews Japan Fund I GBP Acc DABC 9,06 6,25 19,6 GBP AS SICAV I Jpn SmlrComs A Acc GBP DABC 9,11 4,78 20,26 GBP Eurizon Equity Japan R Acc DABC 6,2 3,92 18,26 EUR

Latin America Equity

DWS Invest Brazilian Equities LC DABC 16,96 25,21 38,52 EUR DWS Invest Latin American Eqs FC DABC 11,08 17,3 32,81 EUR Schroder ISF Latin American A Dis AV DABC 7,3 6,67 33,13 USD Threadneedle Latin America Retial Acc DABC 3,88 4,29 33,54 GBP

Long/Short Equity

GAM Star Alpha Technology USD Inc DABC 14,89 13,92 10,96 USD JPM US Hedged Equity I (acc) USD DABC 10,76 8,43 USD Pictet TR - Mandarin I USD DABC 13,69 9,72 7,46 USD Man GLG Innovation Eq Alt IN USD Acc DABC 7,09 5,13 USD Neuberger Berman US L S Eq USD I Acc DABC 6,96 7,06 8,74 USD MW TOPS UCITS A GBP DABC 5,76 5,69 12,59 GBP Pictet TR - Atlas I EUR DABC 5,62 7,73 EUR Eleva UCITS Eleva Abs Ret Eurp S EUR acc DABC 7,93 5,33 4,19 EUR Carmignac Pf L-S Eurp Eqs F EUR Acc DABC 8,39 5,25 8,14 EUR ANIMA Star High Potential Europe Prestig DABC 3,85 5,1 4,41 EUR Anima Alto Potenziale Europa A DABC 3,76 4,91 4,33 EUR Janus HndrsnAbsolute Return A2 GBP DABC 2,05 1,74 2,56 GBP LUX IM Alpha Green DX DABC -1,86 -0,53 5,48 EUR

Natural Resources Sector Equity

BGF World Mining A2 DABC 14,74 18,29 28,66 USD AS SICAV I WldResEq S USD Acc DABC 9,95 7,15 23,42 USD

Precious Metals Sector Equity

DWS Invest Gold and Prec Mtl Eqs FC DABC 4,63 20,88 36,53 EUR BGF World Gold A2 DABC 0,4 15,41 36,32 USD

Real Estate Sector Equity

Janus Henderson Hrzn GlblPtyEqsI2USD DABC 10,09 13,51 17,65 USD Janus Henderson Glb Rl EstEqIncClI1qUSD DABC 10,91 13,04 16,36 USD Allianz European Real Estate Sec AT EUR DABC 8,71 8,12 15,85 EUR DPAM INVEST B RealEst Eur Sus Div F DABC 8,23 7,86 17,09 EUR

Technology Sector Equity

JPM US Technology A (dist) USD DABC 34,85 32,98 26,01 USD BGF World Technology A2 DABC 35,32 32,48 USD Allianz Global Artfcl Intlgc W EUR DABC 32,35 27,39 EUR Franklin Technology A Acc USD DABC 30,44 29,71 21,93 USD Fidelity Global Technology A-Dis-EUR DABC 26,65 28,65 20,62 EUR Janus Henderson Glb Tech&Inno I2 USD DABC 29,66 27,13 20,01 USD Polar Capital Global Tech Inc DABC 29,27 25,77 19,26 USD Pictet - Robotics I dy EUR DABC 23,45 24,76 22,54 EUR AS SICAV I Global Inno Eq A Acc GBP DABC 21,67 24,26 20,38 GBP CS (Lux) Robotics Equity SB USD DABC 21,78 16,22 22,88 USD Pictet-Digital PUSD DABC 17,92 14,93 18,08 USD

UK Equity Large Cap

Liontrust GF Spec Sits C3 Instl Acc £ DABC 10,4 6,78 14,5 GBP Threadneedle (Lux) UK Equity Income IG DABC 3,09 17,12 GBP

US Equity Large Cap Blend

Wells Fargo (Lux) WF USAllCpGr I USD Acc DABC 23,77 23,19 23,11 USD Franklin US Opportunities A(acc)USD DABC 21,72 21,67 20,87 USD Fiera Capital US Equity B Acc DABC 18,56 20,19 17,97 USD DPAM Equities L US SRI MSCI Index F DABC 19,89 17,59 EUR Ninety One GSF American Fran A Inc USD DABC 20,06 19,45 16,58 USD AAF-Parnassus US Sust Eqs C EUR Acc DABC 18,85 16,29 EUR Amundi Fds US Pioneer Fund A USD C DABC 16,6 18,83 17,46 USD JPM US Select Equity A (acc) USD DABC 17,1 18,37 19,39 USD BL-Equities America B USD DABC 16,32 18,16 18,5 USD

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

ANALISI RANKING I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 16 LUGLIO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Amundi Inv US Equity X DABC 18,01 18,83 EUR iShares US Index (IE) Flex Acc USD DABC 17,02 17,89 18,92 USD JPM US Select Equity Plus A (acc) USD DABC 17,15 17,8 19,41 USD StocksPLUS™ Instl USD Acc DABC 17,1 17,79 19,5 USD JPM US Equity All Cap C (acc) USD DABC 18,08 17,71 20,61 USD State Street US ESG Scrn Idx Eq P USD DABC 16,38 17,38 18,86 USD Findlay Park American USD DABC 16,32 17,21 15,76 USD DPAM Capital B Eqs US Idx B EUR Cap DABC 15,09 17,08 18,68 EUR Vanguard U.S. 500 Stk Idx $ Acc DABC 16,34 17,05 18,52 USD Eurizon Equity USA Z Acc DABC 14,96 16,94 18,98 EUR Pictet-USA Index P USD DABC 16,17 16,94 18,51 USD Wellington US Research Eq $ S Acc UnH DABC 15,92 16,91 19,55 USD AB Select US Equity S1 USD Acc DABC 16,35 16,82 17,77 USD AXA Rosenberg US Enh Idx Eq Alp A $ Acc DABC 15,95 16,4 18,45 USD Interfund Equity Team USA A DABC 13,35 14,97 19,76 EUR Amundi Fds Pio US Eq Rsrch E2 EUR C DABC 14,02 14,49 18,92 EUR

US Equity Large Cap Growth

MS INVF US Growth I DABC 33,91 34,43 27,2 USD MS INVF US Advantage I DABC 26,11 27,39 22,43 USD Edgewood L Sel US Select Growth A USD DABC 25,75 24,6 18,48 USD Brown Advisory US Equity Growth $ B DABC 22,57 23,84 18,79 USD EdR US Growth I DABC 24,52 23,69 18,29 USD AB American Gr Ptf AX USD Acc DABC 23,01 23,68 17,08 USD JPM US Growth A (dist) GBP DABC 24,87 23,54 22,59 GBP Wells Fargo (Lux) WF USLrgCpGr IUSD Acc DABC 23,34 22,17 18,66 USD Seilern America USD U R DABC 21,5 21,51 18,07 USD Amundi Fds Pio US EqFundmGr M2 EUR C DABC 17,26 21,32 18,02 EUR Legg Mason CB US Lg Cp Gr B USD Dis(A) DABC 18,36 18,37 19,19 USD JPM America Equity A (dist) USD DABC 17,83 17,82 20,37 USD Vontobel US Equity A USD DABC 16,22 16,08 17,5 USD Brown Advisory US Sust Gr USD C Acc DABC 17,61 USD

US Equity Large Cap Value

Heptagon Yacktman US Equity C USD Acc DABC 13,72 16,01 15,21 USD DPAM CAP B Eq US Div Sus F DABC 12,01 14,28 18,81 EUR AXA Rosenberg US Equity Alpha A USD Acc DABC 14,26 14 19,77 USD DWS Invest CROCI US Dividends USD IC DABC 14,46 13,91 20,87 USD Threadneedle US Eq Inc Z Inc GBP DABC 13,18 13,74 16,98 GBP JPM US Value A (dist) GBP DABC 10,34 10,18 21,17 GBP NN (L) US High Dividend P Cap USD DABC 10,23 9,5 17,68 USD

US Equity Small Cap

T. Rowe Price US Smlr Cm Eq A USD DABC 17,42 18,29 20,78 USD Brown Advisory US SmlrComs Dollar B Acc DABC 17,4 17,54 24,27 USD Alger Small Cap Focus I US DABC 23,35 17,33 25,72 USD

Convertibles

Franklin Glbl Convert Secs I(acc)USD DABC 15,39 17,79 14,7 USD Calamos Global Convertible A USD Acc DABC 11,87 14,03 11,96 USD Lazard Convertible Global PC EUR DABC 12,6 12,53 12,76 EUR MS INVF Global Convertible Bond A USD DABC 8,55 11,24 10,25 USD UBS (Lux) IF Global Convert Bonds YA DABC 9,81 10,81 12,57 CHF JPM Global Convert (EUR) A (dist) EUR DABC 8,23 10,69 12,84 EUR Schroder ISF Glb Convert Bd C Acc USD DABC 8,81 10,49 9,36 USD CQS Global Convertible UCITS C $Hdg Acc DABC 9,72 10,4 8,89 USD Alma US Convertible Fd I EUR Hedged Cap DABC 8,55 10,26 17,28 EUR UBS (Lux) BS Convt Glbl € P-acc DABC 8,14 9,18 12,8 EUR BPER Intl SICAV Global Convertible Bond DABC 7,85 8,83 12,46 EUR UniInstitutional Global Conv Sustn EUR A DABC 6,81 8,21 9,42 EUR UBAM Global Convertible Bond AHC CHF DABC 5,72 7,01 11,06 CHF Macquarie Global Convertible B EUR acc DABC 5,72 5,82 8,81 EUR G Fund European Convertible Bd IC EUR DABC 4,87 4,54 6,81 EUR Groupama Convertibles ID DABC 4,22 4,04 5,68 EUR Ellipsis Convertible Risk Adjusted SEUR DABC 3,52 2,95 6,02 EUR

Commodities Broad Basket

NN (L) Commodity Enhanced I Cap USD DABC 4,16 6,54 13,01 USD

Alternative Miscellaneous

BSF Global Event Driven Z2 USD DABC 6,47 6,93 5,22 USD Lyxor/Tiedemann Arbitrage Strat I USD DABC 4,9 4,34 4,81 USD Fort Global UCITS Contrarian B EUR Acc DABC 2,75 3,78 7,33 EUR GS Alternative Trend I Acc USD DABC 3,21 3,53 7,37 USD Alpi Hedge A DABC 2,05 3,31 6,16 EUR Lyxor Epsilon Global Trend I DABC 2,95 3 7,03 EUR Leadersel Event Driven B Acc DABC 2,05 1,74 8,99 EUR

Global Macro

PGIM QMAW KS Abs Ret USD IAcc DABC 7,85 7,99 6,63 USD Amundi Fds Multi-Strat Gr M2 EUR C DABC 4,47 5,91 6,48 EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

JPM Global Macro Opps A (acc) EUR DABC 3,54 4,55 4,85 EUR Amundi Fds Abs Ret MS M2 EUR C DABC 2,29 3,25 5,24 EUR Fulcrum Diversifi ed Absolute Ret F € Inc DABC 2,11 5,49 EUR H2O Largo IC EUR DABC 1,86 4,13 EUR Amundi SF Abs Ret Mlt-Strat Cntrl H ND DABC 1 1,77 4,44 EUR GMO SGM Major Markets Investment A USD DABC 1,08 4,5 USD Eurizon Absolute Prudent R Acc DABC 0,36 0,88 1,64 EUR Invesco Global Targeted Ret Z EUR Acc DABC -1,05 -1,61 3,39 EUR

Market Neutral

Aegon Global Eq Mkts Netrl GBP C Acc DABC 5,06 7,92 11,02 GBP MW Systematic Alpha UCITS B USD DABC 5,01 5,07 5,24 USD BSF European Absolute Return D2 EUR DABC 2,92 4,88 4,43 EUR Man GLG Alpha Select Alt IL GBP Acc DABC 7,7 4,81 8,41 GBP BMO Real Estate Eq Mkt Netrl B Acc EUR DABC 2,67 3,13 2,41 EUR Janus HndrsnGlbl Equity MN I2 USD DABC 3,09 3,86 USD LGT Sustainable Equity Mkt Netrl E USD DABC 3,09 3,2 USD Exane Funds 2 Exane Pleiade B EUR Acc DABC 1,54 3,07 3,72 EUR DCI Market Netrl Crdt UCITS A Fndr USD DABC 3,2 2,61 1,97 USD Exane Funds 1 Exane Ceres Fund A DABC 1,6 1,34 3,57 EUR Pictet TR - Agora I GBP DABC 3,28 0,14 5,95 GBP

Multialternative

Nordea 1 - Alpha 15 MA BI EUR DABC 7,95 10,81 9,62 EUR NN (L) Alternative Beta I Cap USD DABC 6,66 7,45 7,13 USD Nordea 1 - Alpha 10 MA BI EUR DABC 4,79 6,83 6,49 EUR BCV Liquid Alternative Beta B (USD) DABC 5,55 5,77 8,21 USD LFIS Vision UCITS Pers Str IS Acc DABC 5,29 4,82 6,14 EUR Franklin K2 Alt Strats I(acc)USD DABC 4,58 4,25 5,97 USD HSBC GIF Multi-Asset Style Factors IC DABC 2,68 4,19 EUR Pictet TR - Div Alpha J EUR DABC 1,77 0,95 3,53 EUR

Aggressive Allocation

Mediolanum BB MS Glbl Sel L A DABC 10,87 10,52 12,42 EUR UniRak Nachhaltig A DABC 8,16 10 10,28 EUR MFS Meridian Prudent Wealth I1 USD DABC 9,79 9,94 6,26 USD DPAM HORIZON B Active Strategy A DABC 8,8 9,62 12,51 EUR Eurizon Manager Selection MS 70 DABC 7,58 8,37 12,92 EUR BL-Global 75 B EUR DABC 5,83 7,63 7,88 EUR First Eagle Amundi International AU-C DABC 6,55 7,18 14,83 USD FvS - Multi Asset - Growth I DABC 6,83 7,01 10,16 EUR Eurizon Progetto Italia 70 PIR DABC 6,64 15,65 EUR Carmignac Profi l Réactif 75 A EUR Acc DABC 6,59 6,21 9,29 EUR LUX IM ESG Generali InvmtsDiversStrat HX DABC 5,29 17,44 EUR Eurizon AM Sicav Obiettivo Equilibrio A DABC 5,25 9,84 EUR

Allocation Miscellaneous

LUX IM Innovation Strategy HX DABC 11,23 17,17 EUR Carmignac Pf Emerg Patrim A EUR Acc DABC 6,18 11,17 13,16 EUR CS Carmignac Emerg Mkts Mlt-Ast B USD DABC 9,23 11,4 USD JPM Total Emerging Mkts Inc A (mth) USD DABC 7,65 8,32 14,89 USD UBS (Lux) KSS As GlStr Bal$ HKD P-acc DABC 7,62 7,1 11,29 HKD HSBC GIF Mgd Solu Asia Focus Inc AM2 DABC 5,51 6,46 8,82 USD Mediolanum BB Financial Income Strat LA DABC 6,22 5,58 15,21 EUR BancoPosta Orizzonte Reddito A DABC 3,46 10,36 EUR AZ Fd1 AZ Allc Asset Timing A-AZ DABC 0,88 3,32 8,25 EUR Gestielle Profi lo Cedola III DABC 0,43 9,32 EUR Euromobiliare Equity Mid Small Cap A DABC EUR

Cautious Allocation

GS Global MA Cnsv I Acc USD DABC 6,14 7,61 7,78 USD Amundi Fds Global MA Cnsrv M2 EUR C DABC 4,96 7,23 5,28 EUR Schroder ISF Glbl MA Bal C Acc EUR DABC 4,3 6,68 8,84 EUR UniRak Nachhaltig Konservativ A DABC 6,2 6,46 EUR UBAM Multifunds Allocation 30 AC USD DABC 5,68 6,17 7,16 USD Allianz Capital Plus WT EUR DABC 4,63 6,07 5,91 EUR PBFI Access Capital Presv (USD) C (acc) DABC 4,91 5,61 4,69 USD Amundi Fds Glb MA Trg Inc A2 EUR C DABC 3,27 5,52 7,56 EUR Anima Crescita Italia F DABC 5,34 9,59 EUR Dachfonds Südtirol I T DABC 3,4 5,27 5,71 EUR BlackRock Multi Asset Cnsrv Sel D AccEUR DABC 4,94 6,62 EUR Amundi Fds Euro MA Trgt Inc M2 EUR QTI D DABC 4,84 7,07 EUR Pharus SICAV Conservative A EUR Acc DABC 2,32 4,63 4,32 EUR Amundi Fds Mlt Asst Sust Fut I EUR C DABC 3,66 4,49 5,37 EUR Etica Rendita Bilanciata I DABC 3,73 4,48 5,87 EUR Butler Credit Opps CHF Ins Fdr Pld DABC 4,47 4,97 CHF Invesco Pan European Hi Inc A EUR QD DABC 4,06 4,27 9,35 EUR Amundi Obbl Più a distribuzione A DABC 2,54 4,25 4,27 EUR NEF Ethical Balanced Conservative I DABC 4,25 4,86 EUR

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 16 LUGLIO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

JPM Global Income Cnsrv C (acc) EUR DABC 4,23 5,51 EUR ODDO BHF Polaris Moderate DRW EUR DABC 3,13 4,22 5,2 EUR Ninety One GSF Glb MA Inc A Acc USD DABC 3,66 4,16 5 USD Raiff eisen-Nachhaltigkeit-Solide I A DABC 3 4,12 4,72 EUR PBFI Access Cpl Prsv (EUR) C (acc) DABC 3,31 4,06 4,45 EUR BSF European Select Strategies I4 EUR DABC 3,15 4,04 6,67 EUR 8a+ Nextam Obbligazionario Misto R DABC 2,95 3,94 5,88 EUR Allianz Dyn MltAst Stgy SRI15 I EUR DABC 2,97 3,92 5 EUR SWC (LU) PF Resp Select (EUR) AA DABC 2,89 3,89 5,88 EUR Pictet-Multi Asset Global Opps I EUR DABC 3,2 3,87 4,49 EUR Nordea 1 - Balanced Income BI EUR DABC 2,64 3,84 3,31 EUR Arca Economia Reale Bilan Italia 30 P DABC 3,78 8,65 EUR Allianz MultiPartner - Multi20 DABC 2,3 3,66 4,35 EUR DPAM L Patrimonial A DABC 2,44 3,57 5,42 EUR Candriam Sst Defesv Asst Allc I € Acc DABC 2,5 3,45 4,63 EUR Raiff eisen Nachhaltigkeit Div I A DABC 2,17 3,45 2,78 EUR CS (Lux) Portfolio Yield CHF A DABC 2,51 3,24 6,78 CHF Eurizon AM Sicav Social 4 Future A DABC 2,37 3,23 6,74 EUR SWC (LU) PF Resp Select (CHF) AA DABC 2,51 3,14 5,32 CHF Eurizon Diversifi cato Etico DABC 2,37 3,13 3,1 EUR Anima Forza Moderato A DABC 2,48 3,11 6,43 EUR Eurizon Manager Selection MS 10 DABC 1,79 3,09 4,57 EUR M&G (Lux) Optimal Income CI EUR Acc DABC 3,26 3,07 7,22 EUR New Millennium Balanced World Cnsrv I DABC 2,76 3 4,92 EUR Eurizon Conservative Allc R EUR Acc DABC 1,88 2,99 6,06 EUR LUX IM UBS Active Defender HX DABC 2,86 5,15 EUR Anima Vespucci F DABC 2,78 4,69 EUR Amundi Fds Mlt Asst Rl Ret I EUR C DABC 2,15 2,61 6,57 EUR Ellipsis European Credit Allocation SEUR DABC 2,65 2,58 4,9 EUR Natixis Conservative Risk Prty I/A EUR DABC 1,79 2,58 4,01 EUR SWC (LU) PF Resp Relax (CHF) AA DABC 0,82 2,55 4,51 CHF Eurizon AM Sicav Obiettivo Stabilità A DABC 1,98 3,53 EUR Etica Obbligazionario Misto R DABC 1,19 1,82 3,13 EUR DNCA Invest Eurose I EUR DABC 2,71 1,37 8,85 EUR M&G (Lux) Conservative Allc CI EUR Acc DABC 2,99 1,3 9,28 EUR Vontobel Multi Asset Defensive E EUR DABC 1,13 3,11 EUR M&G Optimal Income Fam L Acc EUR Acc DABC EUR

Flexible Allocation

BL-Global Flexible USD B DABC 9,07 10,66 9,3 USD R-co Valor C EUR DABC 11,45 9,86 17,07 EUR FvS Multiple Opportunities II I DABC 7,29 9,74 8,9 EUR AQR Global Risk Parity UCITS A1 USD Acc DABC 7,26 9,5 8,8 USD BL-Global Flexible EUR A DABC 6,59 8,91 9,05 EUR Varenne Valeur A-EUR DABC 6,94 8,32 9,17 EUR Capital Group EM Tot Opp (LUX) B DABC 6,09 7,89 13,81 USD EIS Flexible Equity Strategy 3 I DABC 7,73 9,87 EUR Comgest Growth Global Flex I EUR Acc DABC 7,36 7,42 EUR Raiff eisen-Nachhaltigkeit-Mix R A DABC 6,12 7,25 9 EUR PIMCO GIS Dyn Mlt-Asst Instl EUR Inc DABC 5,91 7,05 5,58 EUR Odey Opportunity I EUR Acc DABC 6,71 6,93 8,25 EUR BNY Mellon Glbl Rl Ret (EUR) C Acc DABC 3,08 6,84 7,28 EUR Raiff eisen-GlobalAll-StrategiesPlus S T DABC 4,41 6,76 6,64 EUR BNY Mellon Global Real Ret (GBP) C Inc DABC 3,24 6,56 7,29 GBP Sidera Funds Balanced Growth B Acc DABC 6,55 8,55 EUR Invesco Balanced-Risk Allc C EUR Acc DABC 4,92 6,34 9,12 EUR Invesco Balanced-Risk Select Z EUR Acc DABC 5,58 6,18 9,22 EUR Candriam L Mlt-Asst Inc & Gr C EUR Inc DABC 4,28 6,07 6,24 EUR Eurizon AM Sicav Global Dynamic Allc I DABC 5,87 5,98 9,43 EUR LO Funds All Roads SH GBP NA DABC 5,32 5,91 4,97 GBP Lyxor Invmt Fds Flexible Allc I EUR DABC 5,04 5,9 7,19 EUR Kairos Cerere DABC 5,78 5,72 8,7 EUR EIS Tactical Global Risk Control I DABC 4,84 5,59 8,15 EUR EIS Flexible Plus 4 I DABC 5,02 5,34 7,7 EUR BSF Dynamic Diversifi ed Growth I2 EUR DABC 4,34 5,08 6,39 EUR Lyxor Planet A - EUR DABC 4,42 4,99 7,47 EUR ANIMA Global Macro I EUR DABC 4,92 5,35 EUR BlackRock ISF Market Advtg Strat B € Acc DABC 5,13 4,75 11,31 EUR Euromobiliare Science 4 Life A DABC 3,31 4,75 7,71 EUR EIS Eurozone Asymmetric Strategy I DABC 3,35 4,57 9,29 EUR EIS Flexible Beta 6 I DABC 1,16 4,39 2,96 EUR Epsilon Fund Enh Const Rk Contrib I€ Acc DABC 3,72 4,2 5,56 EUR EIS Flexible Plus 7 I Cap DABC 4,1 3,06 EUR EuroFundLux - TR Flex Aggressive B DABC 3,11 3,94 5,64 EUR AXAWF Optimal Income F Cap EUR pf DABC 4,62 3,75 10,23 EUR EIS Flexible Plus 3 I DABC 2,99 3,6 3,41 EUR MS INVF Global Bal Rsk Contr FOF A DABC 3,46 3,46 6,8 EUR JPM Global Multi Strategy Inc A (div)EUR DABC 3,17 3,39 9,48 EUR Tikehau Income Cross Assets C Acc EUR DABC 3,15 3,22 5,47 EUR M&G (Lux) Dynamic Allocation CI EUR Acc DABC 4,86 2,94 12,88 EUR SUMUS Strategic Large EUR Sub B Cap DABC 3,23 2,86 8,02 EUR MS INVF Global Balanced Z DABC 2,85 6,26 EUR Sidera Funds Equity Global Leaders B Acc DABC 4,89 2,7 7,07 EUR MS INVF Global Balanced Income Z DABC 2,57 2,43 6,63 EUR EIS Multiasset Risk Overlay I DABC 1,8 2,4 3,69 EUR Interfund System Evolution DABC 2,06 2,34 5,46 EUR EIS PIP Flexible 2 I DABC 0,5 1,87 3,14 EUR EIS Flexible Beta 5 I DABC 0,06 1,62 2,89 EUR Planetarium Anthilia White C EUR DABC 1,58 1,43 3,45 EUR EIS PIP Flexible 1 I DABC -1,28 -0,28 5,43 EUR AZ Fd1 AZ Eq Global Infras A-AZ Acc DABC -2,26 17,47 EUR LUX IM Eurizon Contrarian Approach EX DABC EUR Nordea Stable Performance FAM L EUR Acc DABC EUR Eurizon AM Sicav Abs Ret Solu U DABC EUR

Moderate Allocation

Man AHL TargetRisk I USD DABC 11,69 12,09 8,17 USD Janus Henderson Balanced A2 USD DABC 11,61 11,95 11,21 USD Carmignac Pf Patrimoine Europe F EUR Acc DABC 11,27 6,8 EUR BGF Global Allocation A2 DABC 9,11 10,9 12,24 USD T. Rowe Price Glb Alloc I USD DABC 10,63 10,57 11,7 USD Acatis Gané Value Event Fonds A DABC 9,52 10,2 12,85 EUR GSF II GS Strat Fac Allc I USD Acc DABC 9,55 7,83 USD SWC (LU) PF Sust Balanced (EUR) AA DABC 7,02 9,06 9,26 EUR BGF ESG Multi-Asset A2 EUR DABC 7,21 8,86 8,52 EUR Amundi Fds Global Mlt-Asst E2 EUR C DABC 6,6 8,16 11,06 EUR Capital Group Glob Alloc (LUX) Z DABC 8,06 8,12 GBP Ruff er Total Return Intl I GBP Cap DABC 5,87 7,58 7,25 GBP NN (L) Pat Bal Eurp Sust P Cap EUR H ii DABC 6,76 7,51 8,71 EUR L&G Diversifi ed EUR C EUR Acc DABC 7,36 10,79 EUR UBS (Lux) SICAV 1 All Rounder$ USD P A DABC 5,51 7,32 7,89 USD Eurizon AM Sicav Social 4 Planet R DABC 7,12 8,55 EUR NEF Ethical Balanced Dynamic I Acc DABC 4,63 7,1 6,52 EUR JPM Global Balanced A (acc) EUR DABC 6,03 6,88 9,37 EUR JSS GlobalSar Balanced EUR P EUR dist DABC 5,61 6,76 8,72 EUR DJE - Zins & Dividende XP (EUR) DABC 6,38 6,72 6,41 EUR BGF Global Multi-Asset Inc A2 DABC 5,75 6,71 8,42 USD Invesco Global Income Z EUR AD-GI DABC 6,37 6,58 12,49 EUR First Eagle Amundi Income Builder IU-QD DABC 6,08 6,49 11,45 USD Etica Bilanciato R DABC 5,88 6,49 10,25 EUR JSS GlobalSar Balanced CHF P CHF dist DABC 5,49 6,33 8,5 CHF DPAM L Balanced Conservative Sust B DABC 5,11 6,28 7,53 EUR Triodos Impact Mixed Neutral EUR R Inc DABC 4,34 6,21 6,85 EUR Investimenti Strategici ESG C DABC 5,02 5,78 7,33 EUR Fidelity Global Mlt Ast IncA-QInc(G)-SGD DABC 5,46 5,66 8,67 SGD Eurizon Manager Selection MS 40 DABC 4,46 5,57 7,74 EUR Schroder ISF Glbl MA Inc C Acc USD DABC 4,8 5,56 11,03 USD Mediolanum Ch Provident 2 DABC 4,13 5,54 8,73 EUR FvS Multi Asset - Balanced I DABC 5,19 5,51 8,72 EUR Arca Economia Reale Bilan Italia 55 P DABC 5,44 11,96 EUR Anima Forza Equilibrato A DABC 4,89 5,32 10,02 EUR Franklin Income A(Mdis)USD DABC 5,62 5,31 11,85 USD AXAWF Select Infra I EUR DABC 5,12 8,27 EUR M&G (Lux) Income Allocation C EUR Acc DABC 6,01 5,04 11,35 EUR Carmignac Profi l Réactif 50 A EUR Acc DABC 4,82 4,75 7,1 EUR DPAM HORIZON B Balanced Conserv B DABC 4,36 4,68 6,76 EUR Carmignac Patrimoine A EUR Acc DABC 2,85 4,59 7,38 EUR JPM Global Income A (div) EUR DABC 3,75 4,39 9,79 EUR LGT Alpha Indexing Fund CHF B DABC 3,65 4,34 8,7 CHF Anima Magellano F DABC 4,24 9,5 EUR Eurizon AM Sicav Global Stars A DABC 3,77 4,22 7,48 EUR Nordea 1 - Stable Return BP EUR DABC 1,65 4,09 5,78 EUR AZ Fd1 AZ Allc Bal FoF A-AZ Fd Acc DABC 3,44 3,59 6,94 EUR BancoPosta Mix 3 A DABC 3,24 3,36 7,52 EUR Eurizon AM Sicav Obiettivo Controllo A DABC 3,19 5,95 EUR Fondo Alto Bilanciato A DABC 1,67 2,51 9,47 EUR LUX IM UBS Asia Balanced Inc HX DABC EUR Etica Impatto Clima I DABC EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA