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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 19 NOVEMBRE 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Asia Fixed Income

BGF China Bond D3 USD DABC 7,07 8,6 3,18 USD Eurizon Bond Aggregate RMB Z EUR Acc DABC 7,84 2,94 EUR Schroder ISF Asian LclCcy Bd C Acc USD DABC 4,92 5,78 6,59 USD LUX IM ESG Invesco Belt & Rd Evolt HX DABC 5,69 10,77 EUR HSBC GIF Asia Bond XC DABC 4,12 5,65 6,32 USD UBS (Lux) BF Full Cycl AsBd$ P acc DABC 3,12 5,09 5,82 USD AXAWF Asian Short Dur Bds I Cap USD DABC 3,26 4,28 4,7 USD Schroder ISF China Lcl Ccy Bd C Acc CNH DABC 3,43 3,95 3,01 CNH

Emerging Markets Fixed Income

Barings EM Corp Bd A USD Acc DABC 7,4 9,92 13,16 USD Barings EM Sovereign Debt Tr A USD Acc DABC 8,21 9,77 11,23 USD Ninety One GSF EM InvGrd CpDt I Acc USD DABC 6,54 9,21 7,6 USD New Capital Wlthy Ntn Bd USD Inst Inc DABC 5,38 7,77 7,23 USD BGF Emerging Markets Corp Bd I2 USD DABC 6,13 7,7 9,11 USD Jupiter Glbl Em Mkt Crp Bd I USD Acc DABC 7,61 9,61 USD Barings EM Debt Short Duration A USD Acc DABC 5,87 7,35 11,06 USD PIMCO GIS Em Mkts Bd Instl USD Acc DABC 5,61 7,11 10,86 USD JPM Emerg Mkts Inv Grd Bd A (acc) USD DABC 4,68 7,09 6,87 USD PIMCO GIS Em Mkts Bd ESG Ins USD Acc DABC 5,49 6,82 10,57 USD Wellington Oppc EM Debt USD S Ac DABC 5,04 6,79 10,94 USD iShares Em Mkts Govt Bd Idx (LU) N7 EUR DABC 3,42 6,63 9,46 EUR Aviva Investors Em Mkts Bd I USD Acc DABC 4,88 6,6 11,59 USD Principal Finisterre Unc EMFI I2 Acc$ DABC 6,57 7,79 USD JPM Emerg Mkts Corp Bd A (acc) USD DABC 4,34 6,53 9 USD Aberdeen S EM Ttl Ret Bd I QInc USD DABC 4,8 6,45 7,76 USD ERSTE BOND EM CORPORATE EUR R01 A DABC 4,2 6,3 7,71 EUR M&G (Lux) Em Mkts Bd CI USD Acc DABC 5,32 6,19 11,4 USD Neuberger Berman EM DbtHrdCcy USD I C DABC 5,18 6,17 11,97 USD MS INVF Emerging Mkts Corp Debt Z DABC 4,98 6 10,89 USD Amundi Fds Em Mkts Bd E2 EUR C DABC 3,14 5,97 14,45 EUR Capital Group EM Debt (LUX) A4 DABC 5,13 5,94 11,31 USD Pictet-Global Emerging Debt P dy USD DABC 3,68 5,86 11,37 USD Vontobel Emerging Mkts Dbt I USD DABC 5,4 5,85 14,75 USD Candriam Sst Bd Em Mkts I $ Inc DABC 4,24 5,77 9 USD Pictet-Emerging Corporate Bds I USD DABC 4,77 5,76 10,99 USD Aviva Investors EM Corp Bd Ih EUR Acc DABC 3,71 5,73 8,83 EUR Jupiter Global EM Sht Dur Bd I USD Acc DABC 5,39 7,67 USD Nordea 1 - Emerging Mkt Debt TR BI USD DABC 5,32 8,12 USD Nordea 1 - Emerging Market Bond BP USD DABC 4,34 5,25 14,5 USD BSF Emerging Mkts Shrt Dur Bd D2 USD DABC 5,21 7,81 USD JPM Emerg Mkts Strat Bd A perf (acc) USD DABC 3,55 5,21 10,25 USD BGF Emerging Markets Bond A1 DABC 3,22 5,16 13,48 USD Wellington Oppc EM Dbt II EUR S Q1 DiH DABC 3,02 4,96 9,94 EUR Eaton Vance Intl(IRL) EMLclInc S Acc $ DABC 6,76 4,5 12,7 USD L&G EM Short Duration Bond I EUR Hdg Acc DABC 4,26 9,12 EUR Neuberger Berman Shrt DurEM DbtUSD I Acc DABC 3,55 4,11 6,7 USD Ninety One GSF EM LclCcyTlRtDt I Acc$ DABC 4,12 3,77 9,71 USD BNPP Flexi I Bd Wld Em Invm Grd I Plus C DABC 2,05 3,7 5,45 EUR Global Evolution EM Debt I EUR DABC 2,45 3,62 11,05 EUR Candriam Bds Em Mkts C USD Cap DABC 3,48 3,56 14,81 USD Capital Group EM Local Debt (LUX) B DABC 3,35 3,28 12,05 USD Amundi Fds EM Lcl Ccy Bd I2 EUR AD D DABC 2,05 3,18 11,97 EUR DPAM L Bonds Emerging Markets Sust E EUR DABC 2,52 3,12 10,76 EUR Amundi Fds EM Blnd Bd I EUR C DABC 1,69 2,99 10,42 EUR JPM Emerging Markets Debt A (dist) EURH DABC 1,67 2,99 12,88 EUR Pictet-Emerging Local Ccy Dbt I USD DABC 2,5 2,58 12,46 USD JPM Emerg Mkts Lcl Ccy Dbt A (acc) USD DABC 2,81 2,55 12,19 USD LUX IM JP Morgan Short Emerging Debt HX DABC 1,46 2,33 6,89 EUR Eurizon SLJ Local Em Mkts Dbt Z EUR Acc DABC 2,29 11,44 EUR Anima BlueBay Reddito Emergenti AD DABC 0,6 1,69 9,78 EUR L&G Emerging Markets Bond I USD Acc DABC USD

Euro Fixed Income

Carmignac Pf Credit W EUR Acc DABC 12,32 10,93 EUR Algebris Financial Credit I EUR Acc DABC 6,93 9,21 9,63 EUR AXAWF Euro 10 + LT I Cap EUR DABC 4,98 8,79 8,67 EUR Fonditalia Financial Credit Bond T DABC 5,81 7,95 8,42 EUR EIS Contingent Convertible Bonds I DABC 7,34 14,83 EUR Tikehau Subfi n E Acc DABC 6,72 6,7 9,32 EUR Lazard Credit Fi SRI PVC EUR DABC 4,84 6,58 9,22 EUR Amundi Fds Glb Subrdntd Bd I2 EUR C DABC 5,75 6,53 10,57 EUR AXAWF Euro Credit Total Ret I Cap EUR DABC 4,21 6,48 6,75 EUR Muzinich Eurp Crdt Alpha HEUR Acc Fndr DABC 6,41 7,73 EUR BGF European High Yield Bond D2 EUR DABC 5,38 6,33 9,09 EUR Nordea 1 - European Fincl Dbt BI EUR DABC 5,78 5,94 10,73 EUR iShares Eur GovInfLkd BdIdx(IE)InstlAcc€ DABC 3,71 5,69 5,45 EUR Schroder ISF EURO Hi Yld C Acc EUR DABC 4,78 5,69 12,06 EUR AXAWF Euro Infl ation Bonds I Cap EUR DABC 3,5 5,58 5,32 EUR M&G European HY Crdt Invm E EUR Acc DABC 4,47 5,51 9,31 EUR BlueBay High Yield ESG Bond B EUR DABC 4,56 5,5 8,63 EUR Stt Strt Euro Infl Lnkd Bd Idx I EUR DABC 3,55 5,5 5,43 EUR Kempen (Lux) Euro High Yield AN DABC 5,41 7,73 EUR DPAM L Bonds Higher Yield B DABC 3,68 5,29 8,62 EUR EdR SICAV Financial Bonds I EUR DABC 4,5 5,28 8,98 EUR Robeco Corporate Hybrid Bonds IH € DABC 5,18 8,46 EUR BlueBay Inv Grd Euro Aggt Bd I EUR DABC 3,79 5,13 4,58 EUR Janus Henderson Hrzn Euro HY Bd I2 EUR DABC 4,68 5,13 9,89 EUR Schroder ISF EURO Crdt Convct C Acc EUR DABC 4,19 5,11 7,09 EUR Eurizon AM Sicav Euro High Yield I DABC 4,85 11,03 EUR Candriam Bds Euro High Yld C EUR Cap DABC 4,02 4,84 6,44 EUR MS INVF European HY Bd I DABC 3,94 4,78 12,56 EUR Epsilon Fund Euro Bond I EUR Acc DABC 2,78 4,75 3,82 EUR UBS (Lux) BF EUR Flexible P acc DABC 2,73 4,7 7 EUR AB European Income I Inc DABC 3,45 4,66 7,57 EUR Generali IS Euro Bond AY DABC 3,21 4,64 3,95 EUR BlueBay Inv Grd Euro Govt Bd I EUR Acc DABC 3,35 4,62 4,31 EUR JPM Financials Bond A (acc) EUR DABC 2,83 4,62 6,67 EUR M&G European Credit Investment E EUR Acc DABC 3,4 4,62 5,54 EUR Fidelity Euro Bond A-Dis-EUR DABC 2,67 4,6 4,11 EUR Fidelity Euro Bond FAM L Acc DABC 4,58 4,16 EUR Schroder ISF EURO Corp Bd C Acc EUR DABC 3,5 4,57 6,31 EUR AXAWF Euro 7-10 I Cap EUR DABC 2,88 4,53 4,53 EUR Eurizon Bond Aggregate EUR Z EUR Acc DABC 4,41 4,51 EUR MS INVF Euro Strategic Bond I DABC 3,08 4,41 4,95 EUR Carmignac Pf Flexible Bond A EUR Acc DABC 2,52 4,36 5,14 EUR Nordea 1 - European High Yld Bd BI EUR DABC 4,1 4,26 9,61 EUR Ellipsis High Yield Fund IEUR DABC 3,63 4,2 6,28 EUR JPM EU Government Bond C (acc) EUR DABC 2,44 4,18 4,29 EUR BlackRock Euro Govt Enhanced Idx Flex DABC 2,42 4,09 4,2 EUR JPM Europe High Yld Bd A (dist) EUR DABC 3,32 4,05 8,7 EUR L&G Euro Corporate Bond Z EUR Inc DABC 3 4,04 5,28 EUR Robeco European High Yield Bonds DH € DABC 3,47 4,01 9,09 EUR Invesco Euro Corporate Bond C EUR Acc DABC 2,7 3,97 5,62 EUR PrivilEdge Frk Flx Er Agt Bd EUR NA DABC 3,96 4,47 EUR Pictet-EUR Bonds P DABC 2,29 3,95 5,29 EUR Amundi IS JP Morgan EMU Govies IE-D DABC 2,4 3,9 4,2 EUR CompAM Active European Credit A Acc DABC 2,84 3,83 5,24 EUR HSBC GIF Euro High Yield Bond AD DABC 3,07 3,79 7,05 EUR Raiff eisen 902-Treasury Zero II VT DABC 2,52 3,76 4,39 EUR Vontobel EURO Corporate Bond A EUR DABC 2,36 3,76 6,99 EUR iShares Euro Govt Bd Idx (LU) N2 EUR DABC 2,1 3,73 4,21 EUR Franklin European Ttl Ret A(acc)EUR DABC 1,97 3,72 4,75 EUR Invesco Euro Bond A EUR Acc DABC 2,47 3,68 5,16 EUR Threadneedle (Lux) European Strat Bd AE DABC 2,23 3,66 5,11 EUR Schroder ISF EURO Bond C Dis AV DABC 2,32 3,62 4,46 EUR Schroder ISF EURO Govt Bd A Dis EUR AV DABC 1,91 3,59 4,21 EUR Pictet-EUR Government Bonds P dy DABC 1,95 3,56 4,33 EUR Kempen (Lux) Euro Credit Plus I DABC 2,58 3,52 5,14 EUR Janus Henderson Hrzn Euro Corp Bd I2 EUR DABC 2,72 3,5 5,36 EUR Groupama Oblig Euro I DABC 2,2 3,48 4,23 EUR AXAWF Euro Credit Plus A Cap EUR DABC 2,2 3,47 6,12 EUR MS INVF Euro Corporate Bond A DABC 2,34 3,45 6,1 EUR UBS (Lux) IF Euro Bonds BA DABC 2,14 3,45 4,18 EUR T. Rowe Price Rspnb Euro Corp Bd I EUR DABC 2,46 3,43 5,57 EUR Kempen (Lux) Euro Credit J DABC 2,49 3,4 4,72 EUR Franklin Euro High Yield A(Ydis)EUR DABC 2,75 3,22 8,7 EUR Nordea 1 - European Cross Credit BI EUR DABC 2,73 3,21 8,11 EUR Eurizon Bond Corporate EUR Z Acc DABC 2,15 3,18 5,69 EUR Amundi Fds Euro Govt Bd A EUR C DABC 1,39 3,15 4,55 EUR GFG Funds-Euro Global Bd P EUR Acc DABC 0,9 3,15 4,56 EUR BSF ESG Euro Bond I2 EUR DABC 2 3,12 3,95 EUR CS (Lux) SQ Euro Corporate Bond EB EUR DABC 2,13 3,1 4,32 EUR PIMCO GIS Euro Bond Instl EUR Acc DABC 2,43 3,06 4,26 EUR UNIQA Eastern European Debt Fund A DABC 2,42 3,06 7,27 EUR Amundi Fds Euro Corp Bd I EUR C DABC 2,32 3,05 6,72 EUR Insight Sust Euro Corp Bd A EUR Acc DABC 2,95 3,03 5,39 EUR Amundi Fds Strategic Bd E2 EUR C DABC 1,22 3,01 8,59 EUR NN (L) Euro Sust Crdt I CapEUR DABC 2,16 3,01 5,47 EUR Generali IS Euro Aggregate Bd BX DABC 1,93 2,99 2,18 EUR Franklin European Corp Bd I(acc)EUR DABC 2,1 2,98 5,03 EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

ANALISI RANKING

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 19 NOVEMBRE 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

iShares Euro InvGrdCorpBdIdx(IE)InstAcc€ DABC 2,13 2,97 5,3 EUR MS INVF Euro Bond I DABC 1,84 2,96 3,61 EUR PrivilEdge NN IP Euro Crdt I EUR Acc DABC 2,9 5,57 EUR NN (L) Euro Credit P Dis EUR DABC 1,98 2,88 5,75 EUR Amundi Fds Optimal Yield E2 EUR C DABC 2,29 2,85 8,59 EUR PIMCO GIS Euro Credit Instl EUR Acc DABC 2,36 2,8 5,24 EUR Threadneedle (Lux) Eurp Hi Yld Bd 3G DABC 3,91 2,76 8,43 GBP PIMCO GIS Euro Income Bond Instl EUR Acc DABC 2,79 2,74 5,42 EUR Capital Group Euro Bond (LUX) B DABC 1,62 2,73 4,42 EUR BGF Euro Bond A2 DABC 1,62 2,66 4,41 EUR BGF Euro Corporate Bond A1 EUR DABC 1,92 2,64 5,3 EUR Anima Obbligazionario High Yield BT F DABC 2,63 10,73 EUR AcomeA Breve Termine A1 DABC 2,02 2,55 6,99 EUR Amundi Fds Euro Aggt Bd F2 EUR C DABC 1,56 2,52 5,3 EUR M&G (Lux) Euro Corporate Bond Euro C Acc DABC 2,05 2,49 5,3 EUR Nordea 1 - European Covered Bond BP EUR DABC 1,78 2,27 2,33 EUR Vanguard SRI € Invm Grd Bd Idx € Acc DABC 2,21 4,07 EUR Carmignac Sécurité A EUR Acc DABC 0,58 1,85 3,08 EUR AZ Fd1 AZ Bond - Euro Corp A-AZ Fd Acc DABC 1,17 1,82 5,97 EUR BlackRock Defensive Yield Flex Acc EUR DABC 1,78 4,08 EUR Generali IS Euro Bond 1/3Y BX DABC 1,18 1,76 1,49 EUR Eurizon AM Sicav Euro Corporate Bond R DABC 0,88 1,76 6,03 EUR Eurizon Bond Corporate Smart Esg Z EUR DABC 1,68 4,96 EUR Pictet-EUR Short Term High Yield I EUR DABC 1,28 1,63 8,09 EUR Fidelity Euro Short Term Bond Y-Acc-EUR DABC 0,75 1,51 1,83 EUR Wells Fargo (Lux)WF EUR SD Cd I-REURAcc DABC 1,12 1,38 3,75 EUR Fidelity Euro Short Term Bond FAM L Acc DABC 1,34 1,67 EUR Nordea 1 - Low Dur Eurp Cov Bd BI EUR DABC 1,31 1,05 EUR ODDO BHF Euro Credit Short Dur DP-EUR DABC 1 1,23 4,63 EUR Tendercapital Bond Two Steps Rtl € Acc DABC 1,52 1,2 3,74 EUR LUX IM Blackrock Crdt Defensv Strats CX DABC -0,1 0,81 5,53 EUR Invesco Euro Short Term Bond C EUR Acc DABC 0,48 0,8 2,06 EUR Fonditalia Euro Bond R DABC -0,16 0,77 1,9 EUR EuroFundLux - Floating Rate B DABC -0,43 0,72 3,87 EUR Tikehau Short Duration I EUR Acc DABC 0,7 0,71 2,2 EUR DWS Invest ESG Euro Bonds (Short) FC DABC 0,26 0,63 1,52 EUR Pictet-EUR Short Term Corp Bds I DABC 0,43 0,62 2,7 EUR UBS (Lux) BF CHF P-acc DABC -0,05 0,62 4,46 CHF AXAWF Euro Credit Short Dur I Cap EUR DABC 0,35 0,58 2,37 EUR GS ESG Enh Euro Shrt Du Bd Plus I Acc € DABC 0,38 0,57 2,14 EUR MS INVF Short Maturity Euro Bond I DABC 0,1 0,44 1,3 EUR Tendercapital Glb Bd Shrt DurInstl€AccAI DABC 0,31 3,7 EUR Arca Risparmio DABC -0,01 0,22 1,81 EUR Pictet-EUR Short Mid-Term Bonds I DABC -0,04 0,15 1,28 EUR Schroder ISF EURO S/T Bd A Dis AV DABC -0,18 0,06 1,42 EUR Candriam Bds Euro Short Term C EUR Cap DABC -0,14 -0,04 1,43 EUR Raiff eisen-Euro-ShortTerm-Rent R A DABC -0,29 -0,17 1,41 EUR BGF Euro Short Duration Bond A2 EUR DABC -0,28 -0,23 1,94 EUR Fonditalia Credit Absolute Return T DABC -0,26 -0,27 1,97 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 6,28 6,3 14,35 CHF Invesco India Bond C USD Acc DABC 3,15 6,02 7,48 USD Muzinich Eurp Loans EUR Acc Founder DABC 3,24 12,28 EUR Eurizon Securitized Bond ZD EUR Inc DABC 0,42 0,43 7,23 EUR Eurizon Obbligazioni Edizione Più DABC EUR

Global Fixed Income

Algebris Global Crdt Opps BD EUR Inc DABC 5,8 10,85 9,95 EUR Nomura Fds Global Dynamic Bond I USD DABC 7,9 10,18 7,08 USD H2O Multi Aggregate R USD DABC 8,37 9,49 7,07 USD Legg Mason BW Glb Inc Opt PR $ Dis(M)+e DABC 6,48 9,33 6,04 USD Vanguard Global Credit Bond Ins USDH Acc DABC 8,59 5,9 USD Legg Mason WA Mcr OppBd S USD Acc DABC 6,71 8,58 10,95 USD Baillie Giff ord WW Glbl Strat Bd B $ Acc DABC 6,28 8,45 6,13 USD Aegon Strategic Global Bd B Inc EUR Hdg DABC 4,59 8,3 7,53 EUR M&G (Lux) Glb Corp Bd C USD Acc DABC 5,8 8,06 5,71 USD Threadneedle (Lux) Glbl Corp Bd IU DABC 5,39 7,84 6,01 USD Janus Henderson Hrzn Glb HY Bd I2 USD DABC 6,96 7,72 10,5 USD JB FI Global Quality High Yield USD K DABC 5,83 7,69 8,06 USD BlueBay Global High Yield Bd B USD DABC 6,29 7,56 9,1 USD PIMCO GIS Divers Inc Instl USD Acc DABC 6,02 7,36 7,19 USD Janus Henderson Hrzn Strat Bd A2 USD DABC 7,11 5,61 USD Schroder ISF Glbl Hi Yld C Acc USD DABC 5,89 7,08 11,14 USD Schroder ISF Glbl Corp Bd A Dis MV DABC 4,78 7,06 7,1 USD Invesco Global Inv Grd CorpBd E EUR Acc DABC 3,27 6,96 6,88 EUR BlueBay Glbl Inv Grd Corp Bd I EUR DABC 4,39 6,91 7,58 EUR Candriam Bds Global Hi Yld I EUR Cap DABC 5,05 6,87 6,23 EUR PIMCO GIS Glb Rl Ret Instl EUR H Acc DABC 3,94 6,73 6,15 EUR JPM Global Corp Bd A (acc) USD DABC 4,59 6,71 5,89 USD T. Rowe Price Glb HY Bd A USD DABC 5,35 6,62 9,72 USD Capital Group GlobHiInc (LUX) B DABC 4,12 6,54 10,05 EUR AXAWF Global Infl Bds I Cap EUR DABC 3,47 6,39 5,56 EUR Muzinich Global Tact Crdt HUSD Inc Fndr DABC 4,78 6,33 5,6 USD ASSII-TtlRet Crd D Acc GBP DABC 4,63 6,31 8,2 GBP JPM Flexible Credit A (acc) USD DABC 4,82 6,16 6,65 USD Vontobel TwentyFour StratInc G GBP DABC 5,47 6,16 7,16 GBP L&G Absolute Return Bond Plus Z USD Acc DABC 4,35 6,14 5,03 USD FvS Bond Opportunities EUR I DABC 4,44 6,13 6,49 EUR Schroder ISF Glb Infl LnkdBd C Acc EUR DABC 3,23 6,04 6,05 EUR Robeco Global Credits IH EUR DABC 3,57 5,98 6,8 EUR DPAM L Bonds Universalis Uncons B DABC 3,05 5,93 8,04 EUR Fisch Bond Global Corporates BC DABC 3,3 5,9 6,31 CHF Candriam Sst Bd Glbl HiYld I € Acc DABC 5,72 5,06 EUR Vontobel Bond Global Aggt AH Hdg USD DABC 4 5,67 10,54 USD JPM Global Bond Opps A (acc) USD DABC 4,41 5,65 5,11 USD BGF Global Infl ation Linked Bd A2 USD DABC 4,04 5,49 3,45 USD BGF Global High Yield Bond C1 USD DABC 4,43 5,48 8,96 USD Fidelity Sust Strat Bd A-Acc-USD DABC 3,78 5,48 4,12 USD Fidelity Global Bond A-Dis-USD DABC 3,98 5,37 4,68 USD Wellington Global HY Bond EUR S AcH DABC 4,3 5,31 9,64 EUR PIMCO GIS Income E USD Acc DABC 4,41 5,25 6,09 USD Jupiter Dynamic Bond I EUR Q Inc DABC 2,81 5,18 4,78 EUR PIMCO GIS Glb Bd Instl USD Acc DABC 4,14 5,07 3,35 USD MS INVF Global Bond I DABC 3,93 5,03 5,48 USD UBAM Global High Yield Solution AC USD DABC 5,22 4,98 8,02 USD M&G Total Return Crdt Invmt F GBP H Acc DABC 3,67 4,93 5,08 GBP M&G (Lux) Glb Macro Bd A USD Acc DABC 3,16 4,91 5,03 USD Schroder ISF Strat Crdt C Acc GBP DABC 3,88 4,86 8,17 GBP MS INVF Global Fixed Income Opps Z DABC 4,73 4,83 6,26 USD Pictet-Global Bonds I USD DABC 3,41 4,72 6 USD Robeco High Yield Bonds DH € DABC 3,44 4,69 8,63 EUR RAM (Lux) Tactical Glb Bd Total Rtrn B DABC 3,78 4,67 2,98 USD Muzinich LongShortCreditYld HEUR Acc E DABC 2,55 4,63 3 EUR Eurizon AM Sicav Global Infl ation Lnkd I DABC 4,6 3,01 EUR Amundi Fds Glbl Aggt Bd I USD C DABC 3,7 4,53 6,21 USD Eurizon Global Bond Z EUR DABC 4,52 5,18 EUR Capital Group Glob Bond (LUX) B DABC 1,33 4,51 5,22 EUR M&G (Lux) Glb Fl Rt HY CI USD Acc DABC 4,51 4,48 11,16 USD Carmignac Pf Global Bond A EUR Acc DABC 1,92 4,45 9,88 EUR GS Global Fixed Inc (Hdg) I Inc EUR DABC 2,3 4,42 4,11 EUR Invesco Global Ttl Ret EUR Bd C EUR Acc DABC 2,93 4,38 4,02 EUR AXAWF Global Strategic Bds F Cap GBP H DABC 3,04 4,31 3,43 GBP Muzinich Enhancedyield S-T HUSD Acc A DABC 3,82 4,27 5,63 USD BGF Fixed Income Global Opps A2 DABC 3,27 4,22 5,33 USD PIMCO GIS Glb Bd Ex-US Instl USD Acc DABC 3,82 4,2 3,78 USD FISCH Bond Global High Yield AE2 DABC 3,34 4,14 9,23 EUR Fonditalia Opportunities Divers Inc S DABC 4,11 6,44 EUR AXAWF Global High Yield Bds F Dis EUR H DABC 3,29 4,08 8,63 EUR Quaestio Solutions Funds Gb Mcr Bd I Acc DABC 1,09 4,05 4,48 EUR Schroder ISF Global Bond A Dis AV DABC 2,73 4,02 7,01 USD Mirabaud Global Strategic Bd A USD Acc DABC 3,05 4 4,98 USD Wellington Global Bond USD S Ac DABC 3,15 3,94 4,46 USD AXA WF ACT Global Green Bds I Dis EUR DABC 1,84 3,77 4,56 EUR LUX IM Twentyfour Global Strategic Bd HX DABC 2,77 3,75 6,59 EUR Amundi Rspnb Invest Imp Green Bds I C DABC 1,97 3,74 4,59 EUR Pictet Absolute Ret Fxd Inc I USD DABC 2,72 3,64 3,05 USD Aberdeen S Global Bond I Acc USD DABC 2,7 3,6 5,09 USD iShares Green Bd Idx (IE) D Acc EUR DABC 3,51 4,48 EUR Fidelity Glb Shrt Dur Inc A-MD-USD DABC 3,39 3,41 5,55 USD Eurizon Absolute Green Bonds Z Acc DABC 3,38 7,93 EUR BMO Global Absolute Ret Bd F Acc GBP Hdg DABC 1,88 3,3 3,23 GBP JPM Global Strat Bd A perf (acc) USD DABC 2,65 3,23 2,98 USD ERSTE Responsible Bond Global Impact T DABC 1,06 2,92 4,09 EUR Fondo Alto Internazionale Obblig A DABC 0,53 2,91 5,46 EUR Amundi Fds Optimal Yld S/T I2 EUR C DABC 2,84 10,14 EUR EIS Global Bond I DABC 2,79 3,35 EUR JPM Global Government Bond A (acc) EUR DABC 1,24 2,75 3,62 EUR Eurizon Bond Flexible RD EUR Inc DABC 0,94 2,56 3,23 EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 19 NOVEMBRE 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI

VOLAT. 3 ANNI VALUTA Eurizon Absolute High Yield Z EUR DABC 2,18 6,31 EUR Nordea 1 - Flexible Fixed Income BI EUR DABC 1,32 2,15 2,25 EUR DNCA Invest Alpha Bonds I EUR DABC 2,12 8,86 EUR SWC (LU) BF Resp Glbl Abs Rtn AAH CHF DABC 0,01 1,99 4,59 CHF Candriam Bds Crdt Opps I EUR Cap DABC 1,32 1,57 2,57 EUR Mediolanum Ch International Bond LH A DABC -0,43 1,57 3,41 EUR BSF Fixed Income Strategies I2 EUR DABC 1 1,44 3,53 EUR LUX IM Fidelity Global Low Duration HX DABC 1,24 5,54 EUR Templeton Global Bond A(Mdis)USD DABC -0,03 -2,71 5,09 USD Templeton Global Ttl Ret A(acc)USD DABC -1,03 -4,06 6,76 USD Anima Obbligazionario Flessibile F 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 6,27 9,71 7,4 USD NN (L) US Credit P Cap USD DABC 5,83 8,91 7,23 USD TCW Fds MetWest High Yield Bd IU DABC 6,93 8,71 6,24 USD PGIM Broad Market US HY Bd USD I Acc DABC 7,26 8,67 9,07 USD Wells Fargo (Lux)WF $ IG Crdt I $ NetInc DABC 8,56 6,49 USD Lord Abbett Multi Sector Inc I USD Acc DABC 6,99 8,53 8,9 USD Capital Group US CorpBd (LUX) Z DABC 5,59 8,36 6,16 USD MFS Meridian US Corporate Bond I1 USD DABC 5,42 8,21 6,9 USD PIMCO GIS US Hi Yld Bd Instl USD Acc DABC 6,18 7,12 8,78 USD AXAWF US High Yield Bonds I Cap USD DABC 6,1 6,98 7,47 USD Schroder ISF US Dllr Bd C Dis USD AV DABC 4,02 6,25 4,04 USD UBAM - US High Yield Solution IC USD DABC 6,08 8,24 USD TCW Fds Core Plus Bd IU DABC 3,85 5,95 3,46 USD Amundi Fds Pio US Bond A2 EUR C DABC 2,22 5,82 5,69 EUR PIMCO GIS Ttl Ret Bd Instl USD Acc DABC 4,1 5,75 3,66 USD Amundi Fds Pio Strat Inc A USD C DABC 3,68 5,63 8,25 USD Candriam GF US HY Corporate Bds IG acc DABC 4,23 5,5 8,69 GBP JPM Income A (acc) USD DABC 4,72 5,47 6,86 USD JPM US Aggregate Bond A (dist) USD DABC 3,07 5 3,53 USD Franklin Strategic Income I(acc)USD DABC 3,64 4,8 7,28 USD JPM Global High Yield Bond C (acc) EURH DABC 3,9 4,8 11,81 EUR Pictet-USD Government Bonds P USD DABC 2,79 4,73 4,85 USD Vanguard U.S. Govt Bd Idx $ Acc DABC 2,82 4,61 4,41 USD GS US Mortgg Bckd Secs I Inc USD DABC 2,6 4,17 1,93 USD GS US Dollar Short Dur Bond I Acc USD DABC 2 2,62 1,65 USD MS INVF US Dollar Short Duration Bond Z DABC 2,07 2,31 1,29 USD JPM Income Opp A perf (acc) EURH DABC -0,21 -0,45 7,14 EUR Loomis Sayles US Core Plus Bd N1/A USD DABC USD

Asia Equity

JPM Pacifi c Equity A (dist) USD DABC 16,15 18,71 15,78 USD Fidelity Pacifi c A-Dis-USD DABC 12,13 16,6 19,47 USD Gamax Asia Pacifi c A DABC 7,49 12,61 15,16 EUR

Asia ex-Japan Equity

Matthews Asia Ex Japan Div I USD Acc DABC 19,54 23,09 16,4 USD MS INVF Asia Opportunity Z DABC 21,72 23,06 20,18 USD Fidelity Asia Pacifi c Opps Y-Acc-EUR DABC 17,01 22,76 18,63 EUR GemAsia I DABC 21,34 18,31 EUR Nikko AM Asia Ex-Japan A USD DABC 15,31 20,68 17,77 USD UBS (Lux) ES As Smlr Coms (USD) P-acc DABC 13,58 19,51 15,9 USD GAM Multistock Asia Focus Equity USD C DABC 15,84 18,54 18,17 USD Schroder ISF Emerging Asia C Acc USD DABC 16,48 18,21 18,88 USD Mirae Asset Asia Great Consumer Eq I USD DABC 14,73 17,86 17,89 USD UBS (Lux) KSS Asian Eqs $ USD P Acc DABC 15,33 17,83 18,17 USD JPM Asia Growth A (acc) USD DABC 16,24 17,63 18,58 USD T. Rowe Price Asian Opp Eq I USD DABC 15,4 17,43 17,42 USD LO Funds Asia High Conviction USD PA DABC 15,42 16,75 17,37 USD Fidelity Sustainable Asia Eq A-Dis-USD DABC 14,27 16,05 17,78 USD Invesco Asian Equity C USD AD DABC 13,59 15,03 20,15 USD Schroder ISF Asian Opports A Dis USD AV DABC 14,14 14,67 19,04 USD FSSA Asian Eq Plus I USD Inc DABC 13,89 14,28 15,78 USD Threadneedle Asia Ins Acc GBP DABC 12,29 14,23 19,21 GBP FSSA Asia Focus III USD Acc DABC 13,67 13,62 14,78 USD Invesco Asia Opportunities Eq C USD Acc DABC 11,49 11,43 17,89 USD Templeton Asian Growth A(Ydis)USD DABC 8,87 11,41 18,91 USD

Australia & New Zealand Equity

Aberdeen S AUS Equity A Acc AUD DABC 11,38 14,87 20,21 AUD

Consumer Goods & Services Sector Equity

Pictet-Premium Brands I EUR DABC 19,42 26,12 21,03 EUR LO Funds World Brands EUR PA DABC 23,01 25,99 18,88 EUR Invesco Glbl Consmr Trnds A USD Acc DABC 20,17 23,36 25,37 USD Fidelity Sust Cnsmr Brds A-Dis-EUR DABC 15,87 21,71 15,2 EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Gamax Funds Junior A DABC 11,04 14,8 14,42 EUR CPR Invest Food For Gens I EUR Acc DABC 13,62 16,49 EUR

Energy Sector Equity

Pictet-Clean Energy I USD DABC 20,79 31,87 21,81 USD BGF Sustainable Energy A2 DABC 20,61 30,55 19,47 USD Eurizon Azioni Energia E Mat Prime DABC 3,93 6,13 25,72 EUR

Equity Miscellaneous

Pictet-Water I EUR DABC 15,33 23,11 17,54 EUR Pictet-Nutrition I USD DABC 13,13 14,34 15,59 USD Eurizon Sustainable Global Eq Z EUR Acc DABC 14,04 20,86 EUR BSF Global Real Asset Securities Z2 USD DABC 13,77 16,18 USD

Europe Emerging Markets Equity

Schroder ISF Emerging Europe C Acc EUR DABC 14,13 16,76 26,3 EUR Deka-ConvergenceAktien CF DABC 11,64 13,38 22,29 EUR

Europe Equity Large Cap

DNCA Invest Norden Europe Q EUR DABC 26,27 39,45 16,39 EUR MS INVF Europe Opportunity Z DABC 21,06 32,44 15,06 EUR BGF Continental Eurp Flex E2 EUR DABC 18,52 26,75 17,55 EUR BSF European Opps Extension A2 EUR DABC 18,83 26,2 18,29 EUR DNCA Invest SRI Europe Gr I EUR DABC 16,99 24,66 14,66 EUR BGF European Focus A2 DABC 15,92 24,25 USD Comgest Growth Europe EUR Acc DABC 17,43 22,99 14,13 EUR Mirova Europe Environmental Eq I/A EUR DABC 16,07 22,79 18,08 EUR Comgest Growth Europe Opps EUR Acc DABC 18,85 22,7 18,05 EUR Candriam Eqs L Eurp Innovt C EUR Cap DABC 16,07 22,62 14,37 EUR NN (L) European Sust Eq I Cap EUR DABC 14,93 22,61 15,95 EUR BGF European Special Situations A2 DABC 17 22,25 USD Nordea 1 - Nordic Stars Equity BI EUR DABC 15,73 22,1 17,65 EUR Carmignac Pf Grande Europe A EUR Acc DABC 14,73 21,48 14,55 EUR Threadneedle (Lux) European Select IE DABC 15,15 21,18 14,46 EUR DPAM INVEST B Equities Eur Sust B € Cap DABC 14,95 20,77 15,59 EUR Mandarine Active G DABC 13,29 20,48 14,38 EUR Threadneedle Pan Eurp Focus Ins Acc GBP DABC 15,51 19,53 13,74 GBP Echiquier Positive Impact Europe A DABC 14,24 19,3 14,17 EUR JB Eq Global Excell Eurp EUR B DABC 13,04 19,22 13,99 EUR Aberdeen S Eu Sus n Res Inv Eq A Acc EUR DABC 13,38 19,1 14,22 EUR UBAM Swiss Equity AC CHF DABC 14,32 18,45 13,65 CHF Threadneedle European Sel Ins Acc GBP DABC 14,61 18,28 15,27 GBP Fidelity European Dynamic Gr A-Dis-EUR DABC 14,29 18,26 14,99 EUR DPAM INVEST B Equities Euroland A Dis DABC 13,69 18,01 16,61 EUR AXAWF Fram Switzerland F Cap CHF DABC 15,13 17,8 13,73 CHF Candriam Sst Eq EMU I € Acc DABC 12,52 17,61 18,48 EUR Candriam Sst Eq Euro I Acc € DABC 12,64 17,55 16,49 EUR CS (Lux) Eurozone Quality Gr Eq EB EUR DABC 12,67 17,13 19,58 EUR Fidelity Sustainable Euroz Eq E-Acc-EUR DABC 11,23 16,92 17,37 EUR Quaestio Solutions Funds Eur Bt Eq I Acc DABC 12,43 16,81 16,41 EUR Eleva UCITS Eleva Euroland Sel I EUR acc DABC 16,7 19,05 EUR DPAM Equities L EMU SRI MSCI Index B DABC 13,02 16,68 18,9 EUR UBS (Lux) Eq Eurp Opp Sst (EUR) P acc DABC 11,88 16,4 14,63 EUR MFS Meridian European Value A1 EUR DABC 12,65 16,26 14,55 EUR Eleva UCITS Eleva Eurp Sel I EUR acc DABC 12,76 16,1 17,96 EUR UniInstitutional Eurp Eq Concentrated DABC 12,62 16,1 16,63 EUR HSBC GIF Euroland Growth M1C DABC 11,75 15,74 18,07 EUR Janus HndrsnPan Eurp A2 EUR DABC 10,46 15,68 16,65 EUR LO Funds Swiss Equity CHF NA DABC 13,48 15,65 13,42 CHF G Fund Total Return All Cap Europe IC DABC 10,4 15,55 14,28 EUR AXAWF Fram Eurozone RI F Cap EUR DABC 11,8 15,45 17,2 EUR Vontobel European Equity A EUR DABC 10,04 15,27 13,88 EUR Amundi Fds Eurp Eq Green Imp I EUR C DABC 11,2 15,08 19,32 EUR UBS (Lux) EF Euro CountrsOppSust€P DABC 11,29 14,93 16,42 EUR LO Funds Europe High Conviction EUR ND DABC 11,84 14,6 14,78 EUR Allianz Valeurs Durables RC DABC 10,39 14,45 17,9 EUR Eurizon Top European Research Z EUR Acc DABC 8,86 14,18 16,89 EUR JPM Europe Select Equity A (acc) EUR DABC 10,05 13,95 17,44 EUR EdR SICAV Euro Sustainable Eq A EUR DABC 10,88 13,93 16,23 EUR Euromobiliare PIR Italia Azionario A DABC 13,86 17,89 EUR Generali IS SRI Ageing Population AY EUR DABC 12,19 13,81 15,96 EUR Amundi Fds Euroland Equity E2 EUR C DABC 9,5 13,7 20,6 EUR Pictet-Quest Europe Sust Eqs P EUR DABC 9,92 13,59 16,79 EUR MFS Meridian European Research A1 EUR DABC 9,87 13,52 14,61 EUR Threadneedle (Lux) Pan Eur Eq Dv 9EP EUR DABC 9,11 13,49 18,26 EUR iShares Europe Index (IE) Flex Acc EUR DABC 10,2 13,32 16,94 EUR CS European Dividend Value FB EUR DABC 10,36 13,05 15,98 EUR Ofi Fincl Inv RS Euro Eq Smt Beta XL DABC 10,26 13,02 17,11 EUR

ANALISI RANKING

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 19 NOVEMBRE 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

BGF European Equity Income A2 DABC 8,98 13 16,54 EUR Janus Henderson Hrzn Euroland A2 EUR DABC 8,24 12,9 20,89 EUR Schroder ISF EURO Equity C Dis EUR AV DABC 9,78 12,43 20,14 EUR Mirova Euro Sustainable Eq R/C EUR DABC 9,6 12,23 18,34 EUR JPMorgan European Equity FAM L EUR Inc DABC 12,21 18,84 EUR Cleome Index Europe Equities Y EUR Acc DABC 8,89 12,19 16,39 EUR New Capital Dynamic Eurp Eq EUR Ord Inc DABC 9,45 11,97 14,62 EUR JPM Europe Equity Plus A perf (acc) EUR DABC 8,59 11,74 19,11 EUR Amundi Fds Eurp Equity Cnsv I EUR C DABC 8,88 11,69 13,68 EUR HSBC RIF SRI Euroland Equity AC DABC 9,2 11,55 18,56 EUR Fidelity European Div Y-Acc-EUR DABC 8,35 11,54 16,48 EUR DPAM L Equities Conviction Research B DABC 9,61 10,96 14,43 EUR Fonditalia Equity Europe R DABC 6,69 10,68 16,09 EUR Amundi Azionario Val Eurp a dist A DABC 7,07 10,48 17,69 EUR Candriam Sust Europe C Cap DABC 10,13 10,28 16,74 EUR AB Eurozone Eq Ptf IX Acc DABC 9,3 9,89 21,32 EUR Interfund Team Equity Europe A DABC 9,45 18,86 EUR Amundi Fds European Eq Val M2 EUR C DABC 7,54 9,36 24,68 EUR AB European Eq Ptf A Acc DABC 7,52 9,29 20,23 EUR Invesco Sus Pan Eurp Stu Eq C € Acc DABC 7,34 8,97 15,69 EUR DWS Invest II Eurp Top Div XC DABC 7,66 8,96 15,74 EUR CS (Lux) European Div Plus Eq EB EUR DABC 6,81 8,78 14,26 EUR Sycomore Shared Growth A DABC 7,46 8,26 12,82 EUR JPM Europe Strategic Dividend A (acc)EUR DABC 5,55 7,15 20,25 EUR Tendercapital Secular Euro Instl € Acc DABC 5,6 7,02 16,59 EUR Schroder ISF Eurp Div Mxmsr C Acc EUR DABC 1,43 -1,22 19,77 EUR

Europe Equity Mid/Small Cap

Nordea 1 - Nordic Equity Small Cp BP SEK DABC 20,71 28,37 19,3 SEK Arca Economia Reale Equity Italia I DABC 21,52 27,75 19,29 EUR Wellington Pan Eurp Sm Cp Eq EUR S Ac DABC 22,8 18,62 EUR BGF Swiss Small & MidCap Opps A2 CHF DABC 18,44 22,14 16,08 CHF Threadneedle (Lux) Pan Eurp SmCp Opps AE DABC 16,76 21,61 18,86 EUR Comgest Growth Eurp Smlr Coms EUR Acc DABC 19,15 21,18 18,35 EUR Symphonia Azionario Small Cap Italia DABC 16,92 20,95 18,35 EUR T. Rowe Price Rspnb Eurp Smlr Cm Eq IEUR DABC 16,17 20,05 20,37 EUR Threadneedle Eurp Smlr Coms Ins Acc GBP DABC 16,42 18,36 18,92 GBP Echiquier Agenor SRI Mid Cap Euro B EUR DABC 15,69 17,92 15,2 EUR Echiquier Agenor SRI Mid Cap Europe A DABC 15,72 17,84 15,04 EUR Anima Iniziativa Italia F DABC 18,26 17,12 21,42 EUR Echiquier Entrepreneurs A DABC 15,41 16,98 17,52 EUR Sycomore Fund Happy @ Work I DABC 10,55 16,47 16,11 EUR Oddo BHF Avenir Euro CR-EUR DABC 11,52 14,69 18,85 EUR Oddo BHF Avenir Europe CR-EUR DABC 11,61 14,32 17,23 EUR Amundi Fds European Eq Sm Cp A EUR C DABC 9,09 12,85 22,34 EUR

Financials Sector Equity

Jupiter Financial Innovt L GBP A Inc DABC 15,2 21,56 23,26 GBP Polar Capital Global Ins A GBP Inc DABC 7,71 7,48 18,81 GBP

Global Emerging Markets Equity

Carmignac Pf Emergents F EUR Acc DABC 11,78 20,63 20,37 EUR Nordea 1 - Emerging Stars Equity BI EUR DABC 14,58 20,5 19,91 EUR Candriam Sst Eq Em Mkts R € Acc DABC 13,39 19,65 18,99 EUR Fidelity Emerging Mkts Foc I-Acc-USD DABC 16,77 19,59 18,05 USD Wellington Emerg Mkt Devpmt USD S Ac DABC 16,62 19,35 18,89 USD Heptagon Driehaus Em MktsSust EqCUSDAcc DABC 15,84 19,19 17,84 USD GemEquity I DABC 13,81 19,14 19,53 EUR GQG Partners Emerging Mkts Eq I EUR Acc DABC 18,92 16,86 EUR Capital Group New World (LUX) Z DABC 14,69 18,62 17,64 USD Fisher Invts Instl EM Smll Cp Eq ESG USD DABC 15,01 18,29 22,85 USD Schroder ISF Glbl EM Smlr Coms C Acc USD DABC 12,11 18,01 21,45 USD JPM Emerging Markets Equity A (dist) USD DABC 14,96 17,87 19,76 USD RWC Global Emerging Markets B USD DABC 13,34 17,6 25,14 USD Fidelity Em Mkts A-DIST-USD DABC 13,35 17,33 19,04 USD Threadneedle Global EM Eq Ins Acc GBP DABC 11,71 17,32 21,88 GBP Candriam Eqs L Em Mkts C EUR Cap DABC 10,79 16,92 19,49 EUR Capital Group EM Growth (LUX) B DABC 13,47 16,26 18,24 USD Schroder ISF Glb Em Mkt Opps C Acc USD DABC 14,18 15,78 20,5 USD JPM Em Mkts Small Cap A (acc) perf EUR DABC 10,69 15,54 20,05 EUR Wellington Emerging Markets Eq USD S Ac DABC 13,15 15,33 20,87 USD Schroder ISF Em Mkts Eq Alp C Acc USD DABC 15,24 20,21 USD BGF Emerging Markets A2 DABC 14,56 14,89 19,75 USD Aberdeen S EM Sst & Rspnb Invmt EqI Acc$ DABC 14,12 20,5 USD JPM Emerging Markets Div A (acc) EUR DABC 10,18 13,87 19,16 EUR Allianz GEM Equity High Div I EUR DABC 9,95 13,72 18,71 EUR Federated Hermes Glb Em Mkts R EUR Acc DABC 11,6 13,52 19,83 EUR Amundi Fds Em Mkts Eq Foc I USD C DABC 11,8 13,48 18,71 USD Wells Fargo (Lux) WF EM Eq I USD Acc DABC 10,58 12,62 20,17 USD Schroder ISF Em Mkts A Dis USD AV DABC 11,71 12,12 19,46 USD Vontobel mtx Sust EmMkts Ldrs I USD DABC 12,4 11,78 17,44 USD CSIF (Lux) Equity Emerging Mkts QB EUR DABC 9,25 11,48 18,56 EUR Templeton Emerging Markets A(Ydis)USD DABC 10,49 11,25 20,15 USD JPM Emerging Mkts Opps A (acc) USD DABC 12,36 11,06 19,54 USD Eurizon Equity Emerging Mkts LTE Z Acc DABC 8,63 11,02 19,08 EUR Pictet-Emerging Markets Index I USD DABC 10,58 10,68 18,71 USD iShares EmergMkts Idx (IE) Flex Acc GBP DABC 9,11 9,53 19,12 GBP Vontobel Emerging Markets Eq A USD DABC 7,56 8,51 17,55 USD

Global Equity Large Cap

MS INVF Global Insight Z DABC 28,71 37,41 24,51 USD GAM Star Disruptive Gr Instl USD Acc DABC 29,03 36,82 20,57 USD Artisan Global Discovery I USD Acc DABC 32,7 18 USD Aberdeen S Global Inno Eq A Acc GBP DABC 21,44 30,41 18,93 GBP CPR Invest Glbl Dsrpt Opp R EUR Acc DABC 30,13 20,58 EUR MS INVF Global Opportunity Z DABC 26,09 29,75 18,51 USD Artisan Global Opportunities I EUR Acc DABC 19,81 29,64 16,58 EUR T. Rowe Price Glb Foc Gr Eq A USD DABC 23,07 29,16 19,59 USD DPAM INVEST B Eqs NewGems Sust A Dis DABC 21,22 29,02 18,68 EUR Vontobel Clean Technology I EUR DABC 17 28,73 19,1 EUR AMP Capital Global Companies I USD Acc DABC 28,56 16,44 USD Robeco Global Consumer Trends D € DABC 21,71 27,62 17,57 EUR Pictet - Global Envir Opps I USD DABC 19,81 27,52 17,51 USD Threadneedle (Lux) Global Focus W DABC 22,18 27,5 15,83 USD Fonditalia Millennials Equity T DABC 27,47 18,43 EUR Schroder ISF Glb Clmt Chg Eq C Acc USD DABC 20,39 26,5 19,45 USD Capital Group New Pers (LUX) ZL DABC 20,44 26,03 18,3 USD Seilern World Growth CHF H R DABC 20,51 25,32 19,71 CHF UBAM 30 Global Leaders Equity IHC USD DABC 20,63 25,21 16,28 USD DPAM INVEST B Equities World Sust A Dis DABC 18,63 25,15 15,29 EUR Loomis Sayles Global Gr Eq Q/A USD DABC 19,73 23,63 16,99 USD DNCA Invest Beyond Global Leaders I EUR DABC 14,32 23,58 16,14 EUR Pictet-Security I USD DABC 18,41 23,42 17,99 USD Nikko AM Global Equity A USD Acc DABC 19,58 22,9 16,76 USD Wellington Glbl Quality Gr USD S Ac DABC 19,95 22,68 16,6 USD Man GLG RI Global Sustainable Gr I USD DABC 19,18 22,44 16,62 USD DPAM Equities L World SRI MSCI Index F DABC 16 22,4 16,97 EUR Aviva Investors Glbl Eq Endur I USD Acc DABC 22,34 17,82 USD Robeco Sust Global Stars Eqs Fd EUR DABC 17,01 22,3 17,54 EUR Robeco Sustainable Glbl Stars Eqs D EUR DABC 15,77 22,28 17,4 EUR Fundsmith Equity I EUR Acc DABC 18,24 21,75 14,88 EUR Carmignac Investissement A EUR Acc DABC 11,77 21,43 18,23 EUR Legg Mason MC Glb L-T Uncons S GBP Acc DABC 18,56 21,29 16,04 GBP Candriam Eqs L Glbl Demography C EUR Cap DABC 14,7 21,05 17,27 EUR Artisan Global Equity I USD Acc DABC 18,67 20,4 16,72 USD State Street World ESG Index Eq I USD DABC 16,02 20,04 17,48 USD Vanguard ESG Dev Wld All Cp Eq IdxEURAcc DABC 14,18 19,91 17,86 EUR CS (Lux) Security Equity BH CHF DABC 16,26 19,9 23,02 CHF JPM Global Focus A (dist) EUR DABC 13,08 19,82 19,39 EUR Eurizon Azionario Intl Etico DABC 14,46 19,74 18,95 EUR Pictet-Global Megatrend Sel I USD DABC 16,37 19,69 17,67 USD Fundquest Ethisworld B DABC 13,48 19,52 16,99 EUR Amundi IS MSCI World IE-C DABC 14,04 19,43 18,17 EUR Russell Investments Glb Lw Crbn Eq A USD DABC 19,25 17,83 USD RobecoSAM Glbl Gndr Eqlty Imp Eqs I EUR DABC 15,16 19,04 16,69 EUR Federated Hermes Imp Opps Eq X USD Acc DABC 19,01 19,59 USD Vanguard Glb Stk Idx $ Acc DABC 15,55 18,9 17,94 USD Mirabaud Sustainable Glbl Fcs A USD Acc DABC 17,94 18,86 15,85 USD Fidelity Global Focus A-Dis-USD DABC 15,69 18,83 16,4 USD BNY Mellon Long-Term Glbl Eq USD C Acc DABC 16,85 18,79 16,16 USD Ninety One GSF Glb Frchs I Acc USD DABC 16,42 18,59 15,55 USD Mediolanum Innovative Thematic Opport L DABC 18,32 17,39 EUR Ardevora Global Long Only Eq C GBP Acc DABC 14,87 17,96 18,4 GBP Fidelity World A-Dis-EUR DABC 12,97 17,74 18,55 EUR AXAWF Global Factors-Sust Eq I Cap USD DABC 15,46 17,63 15,68 USD MS INVF Global Quality Z DABC 16,22 17,56 15,01 USD Fidelity World FAM L Acc DABC 17,43 18,83 EUR iShares Dev Wld ESG Scrn Idx(IE)FlexDis£ DABC 13,74 17,27 18,14 GBP Dimensional Global Core Equity USD Acc DABC 14,1 17,26 19,42 USD Vontobel Global Equity A USD DABC 15,26 17,24 16,21 USD L&G World Equity Index I GBP Acc DABC 17,23 17,99 GBP MFS Meridian Global Rsrch Focus A1 USD DABC 13,55 16,99 16,23 USD Ninety One GSF Glb Qual Eq Inc I Inc USD DABC 13,42 16,9 14,64 USD Pictet - Global Thematic Opps-I GBP DABC 14,1 16,79 17,95 GBP

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 19 NOVEMBRE 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

MS INVF Global Brands A USD DABC 16,28 16,76 14,32 USD LUX IM ESG Pictet Future Trends EX DABC 10,97 16,56 18,59 EUR LGT Sustainable EF Global (EUR) IM DABC 12,1 16,2 16,53 EUR Guinness Global Equity Inc D USD Dist DABC 13,35 16,15 15,75 USD Ardevora Global Equity B GBP Acc DABC 13,43 16,05 15,82 GBP Pictet - Quest Global Equities I EUR DABC 12 16,01 16,12 EUR MFS Meridian Global Equity A1 USD DABC 13,14 16 18,04 USD RobecoSAM Global SDG Equities S EUR Acc DABC 15,94 14,27 EUR Comgest Growth World USD Acc DABC 17,27 15,87 13,1 USD MS INVF Global Brands Eq Inc Z DABC 14,69 15,37 13,59 USD LGT Sustainable Equity Global E USD DABC 15,29 16,51 USD AB SICAV I Low Volatility Eq S1 USD Acc DABC 13,4 14,77 14,64 USD Fidelity FIRST All Country Wld I-Acc-GBP DABC 11,8 14,75 16,93 GBP Fidelity Global Equity Inc I-Acc-USD DABC 12,9 14,53 13,57 USD AZ Fd 1 AZ Eq Glb Gr A-AZ Acc DABC 10,25 14,25 23,15 EUR DWS Invest ESG Equity Income XD DABC 14,21 14,31 EUR Pictet SmartCity I dm GBP DABC 10,06 14,19 17,38 GBP M&G (Lux) Glb Dividend CI USD Acc DABC 13,02 13,65 21,72 USD Amundi Fds Glb Eq Sust Inc I2 EUR C DABC 8,9 13,32 16 EUR Capital Group WorldDivGrw (LUX) Z DABC 10,45 12,81 14,8 USD Fidelity Global Dividend I-Acc-EUR DABC 9,73 12,61 13,91 EUR BL-Equities Dividend A EUR DABC 9,59 12,34 12,43 EUR LUX IM Blackrock Global Equity Div FX DABC 12,02 11,9 16,35 EUR BNY Mellon Global Equity Inc USD C Inc DABC 10,39 10,89 16,74 USD Fidelity Global Dividend FAM A acc DABC 10,72 14,28 EUR CS (Lux) Global Div Plus Eq EB USD DABC 9,93 10,6 15,36 USD Anima Valore Globale A DABC 7,19 9,44 20,82 EUR State Street Glbl ESG Scrn Defv Eq I DABC 9,47 8,98 13,66 USD Antipodes Global F USD Acc DABC 8,39 15 USD Schroder ISF Glb Div Mxmsr C Acc USD DABC 5,79 5,55 21,2 USD Mediolanum BB Dynamic Intl Val Opp LA DABC 3,09 4,31 18,86 EUR

Global Equity Mid/Small Cap

Threadneedle (Lux) Glb Smlr Coms IE DABC 22,64 29,73 19,25 EUR Nordea 1 - Global Climate & Envir BI EUR DABC 19,5 28,58 19,36 EUR BNP Paribas Climate Impact Privl C DABC 17,02 26,57 19,45 EUR Vanguard Global Small-Cap Idx USD Acc DABC 13,34 16,62 22,24 USD L&G Global Small Cap Eq Idx C GBP Acc DABC 15,01 22,34 GBP

Greater China Equity

Matthews China Small Coms Fd I USD Acc DABC 24,75 34,52 17,86 USD JPM China A-Share Opps C (acc) EUR DABC 19,52 33,26 19,64 EUR Schroder ISF China A E Acc USD DABC 30,02 17,01 USD JPM China A (dist) USD DABC 19,73 25,12 22,6 USD Robeco Chinese Equities D € DABC 13,69 21,89 21,61 EUR Eurizon Equity China A Z Acc DABC 20,89 20,49 EUR BNP Paribas China Eq Cl D DABC 16,78 20,36 20,28 USD Schroder ISF Greater China C Acc USD DABC 17,55 19,86 19,72 USD UBS(Lux) Invm CHN A Opp USD P Acc USD DABC 19,18 19,53 19,8 USD UBS (Lux) EF Greater China (USD) P DABC 15,15 14,28 19,89 USD Aberdeen S All China Equity A Acc USD DABC 11,5 14,24 21,25 USD Fidelity China Consumer Y-Acc-USD DABC 11,03 11,32 20,17 USD Templeton China A(acc)USD DABC 11,49 10,58 19,89 USD UBS (Lux) EF China Oppo(USD) P USD acc DABC 13,14 10,23 19,16 USD Invesco Greater China Equity A USD Acc DABC 10,67 10,15 19,37 USD FSSA Hong Kong Growth III USD Acc DABC 11,81 9,05 17,3 USD Threadneedle China Opps Ins Acc GBP DABC 9,47 8,77 20,01 GBP Fonditalia Equity China T DABC 7,16 8,27 20,5 EUR

Healthcare Sector Equity

CS (Lux) Digital Health Equity SB USD DABC 29,11 24,95 USD Polar Capital Biotech S Inc DABC 19,05 23,15 22,22 USD AB International HC AX USD Acc DABC 17,44 17,9 14,79 USD Fidelity Global Health Care A-Dis-EUR DABC 13,48 16,77 13,85 EUR Janus Henderson Glb Life Scn I2 USD DABC 14,76 16,09 17,11 USD Variopartner MIV Global Medtech P1 CHF DABC 16,6 15,87 16,84 CHF JPM Global Healthcare C (acc) USD DABC 15,07 15,74 15,92 USD BGF World Healthscience A2 DABC 14,52 14,21 14,48 USD Pictet-Health I USD DABC 12,18 13,39 16,19 USD Pictet-Biotech PUSD DABC 8,85 13,13 21,2 USD Franklin Biotechnology Discv A(acc)USD DABC 5,67 10,91 23,18 USD

India Equity

Schroder ISF Indian Opports E Acc USD DABC 17,72 20,37 22,32 USD PineBridge India Equity Y DABC 13,89 18,15 20,21 USD Schroder ISF Indian Equity C Acc USD DABC 14,51 15,95 22,67 USD

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Industrials Sector Equity

DWS Smart Industrial Technologies LD DABC 12,55 17,78 22,97 EUR

Infrastructure Sector Equity

MS INVF Global Infrastructure Z DABC 8,02 9,79 15,28 USD

Japan Equity

FSSA Japan Equity III USD Acc DABC 21,06 25,7 19,5 USD JPM Japan Equity A (dist) USD DABC 16,23 20,1 17,27 USD Threadneedle Japan Ins Acc GBP DABC 12,04 16,32 17,1 GBP GAM Star Japan Ldrs B EUR Acc DABC 9,63 15,38 18,22 EUR T. Rowe Price Japanese Equity I EUR DABC 11,58 14,99 18,28 EUR Jupiter Japan Select L EUR Acc DABC 10,21 14,98 17,31 EUR Matthews Japan Fund I GBP Acc DABC 10,53 14,79 17,81 GBP Capital Group Japan Eq (LUX) B DABC 9,44 14,16 17,72 EUR Baillie Giff ord WW Japanese B JPY Acc DABC 12,68 13,37 17,63 JPY Janus Henderson Hrzn Jpn Smr Coms A2 USD DABC 8,03 11,73 19,31 USD Invesco Japanese Eq Adv C JPY Acc DABC 11,86 11,09 17,53 JPY iShares Japan Index (IE) Flex Acc USD DABC 9,54 10,71 16,32 USD Vanguard Jpn Stk Idx $ Acc DABC 9,31 10,5 16,14 USD Eurizon Sustainable Japan Equity R Acc DABC 5,16 7,67 16,35 EUR Aberdeen S Jpn SmlrComs A Acc GBP DABC 6,73 7,06 19,16 GBP

Latin America Equity

DWS Invest Brazilian Equities LC DABC 11,32 7,8 37,75 EUR DWS Invest Latin American Eqs FC DABC 8,18 7,42 32,29 EUR Schroder ISF Latin American A Dis AV DABC 4,45 -0,86 32,54 USD Threadneedle Latin America Retial Acc DABC -1,93 -6,93 33,67 GBP

Long/Short Equity

GAM Star Alpha Technology USD Inc DABC 13,55 18,03 11,11 USD JPM US Hedged Equity I (acc) USD DABC 12,61 7,85 USD Pictet TR - Mandarin I USD DABC 12,44 11,02 7,66 USD MW TOPS UCITS A GBP DABC 6,86 9,19 12,04 GBP Carmignac Pf L-S Eurp Eqs F EUR Acc DABC 10,24 8,83 8,31 EUR Neuberger Berman US L S Eq USD I Acc DABC 7,34 8,78 8,49 USD Man GLG Innovation Eq Alt IN USD Acc DABC 7,62 5,38 USD Eleva UCITS Eleva Abs Ret Eurp S EUR acc DABC 8,41 7,39 3,92 EUR Pictet TR - Atlas I EUR DABC 4,66 6,59 7,57 EUR ANIMA Star High Potential Europe Prestig DABC 4,43 6,26 4,44 EUR Anima Alto Potenziale Europa A DABC 4,3 6,06 4,36 EUR LUX IM ESG Ambienta Alpha Green DXL DABC 0,28 3,61 5,95 EUR Janus HndrsnAbsolute Return A2 GBP DABC 1,83 2,82 2,43 GBP

Natural Resources Sector Equity

BGF World Mining A2 DABC 14,6 18,87 28,64 USD Aberdeen S WldResEq S USD Acc DABC 9,33 10,19 23,06 USD

Precious Metals Sector Equity

DWS Invest Gold and Prec Mtl Eqs FC DABC 11,82 25,3 36,74 EUR BGF World Gold A2 DABC 8,11 20,49 36,61 USD

Real Estate Sector Equity

Janus Henderson Hrzn GlblPtyEqsI2USD DABC 12,7 14,6 17,91 USD Janus Henderson Glb Rl EstEqIncClI1qUSD DABC 12,38 14,19 16,83 USD DPAM INVEST B RealEst Eur Sus Div F DABC 9,63 10,02 17,7 EUR Allianz European Real Estate Sec AT EUR DABC 8,28 8,89 16,08 EUR

Technology Sector Equity

JPM US Technology A (dist) USD DABC 36,63 46,4 24,29 USD Allianz Global Artfcl Intlgc W EUR DABC 45,75 26,12 EUR BGF World Technology A2 DABC 36,05 43,9 22,25 USD Franklin Technology A Acc USD DABC 32,72 43,82 20,99 USD Janus Henderson Glb Tech&Inno I2 USD DABC 30,14 37,49 19,08 USD Polar Capital Global Tech Inc DABC 29,9 35,44 18,21 USD Fidelity Global Technology A-Dis-EUR DABC 25,91 34,94 20,05 EUR Pictet - Robotics I dy EUR DABC 23,9 32,62 21,76 EUR CS (Lux) Robotics Equity SB USD DABC 23,02 24,4 21,91 USD Pictet-Digital PUSD DABC 16,69 18,03 17,54 USD

UK Equity Large Cap

Liontrust GF Spec Sits C3 Instl Acc £ DABC 10,93 10,3 14,22 GBP Threadneedle (Lux) UK Equity Income IG DABC 6,71 7,69 16,85 GBP

US Equity Large Cap Blend

Franklin US Opportunities A(acc)USD DABC 23,68 30,99 20,17 USD Wells Fargo (Lux) WF USAllCpGr I USD Acc DABC 25,28 30,42 22,23 USD DPAM Equities L US SRI MSCI Index F DABC 20,41 28,36 18,23 EUR Fiera Capital US Equity B Acc DABC 20,97 24,06 18,08 USD Amundi Inv US Equity X DABC 23,26 18,89 EUR AAF-Parnassus US Sust Eqs C EUR Acc DABC 23,25 16,38 EUR JPM US Select Equity Plus A (acc) USD DABC 18,19 23,2 18,71 USD JPM US Select Equity A (acc) USD DABC 18,32 23,13 19,05 USD

ANALISI RANKING

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 19 NOVEMBRE 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Wellington US Research Eq USD S Ac DABC 17,58 22,8 19,22 USD Amundi Fds US Pioneer Fund A USD C DABC 18,7 22,77 17,51 USD DPAM Capital B Eqs US Idx B EUR Cap DABC 16,45 22,75 18,58 EUR JPM US Equity All Cap C (acc) USD DABC 18,82 22,72 20,05 USD StocksPLUS™ Instl USD Acc DABC 18,6 22,52 19,37 USD iShares US Index (IE) Flex Acc USD DABC 18,44 22,34 18,82 USD State Street US ESG Scrn Idx Eq P USD DABC 17,85 22,1 18,76 USD Eurizon Equity USA Z Acc DABC 15,89 21,91 18,55 EUR Vanguard U.S. 500 Stk Idx $ Acc DABC 18 21,84 18,44 USD Pictet-USA Index P USD DABC 17,65 21,44 18,42 USD AXA Rosenberg US Enh Idx Eq Alp A $ Acc DABC 17,53 21,38 18,3 USD AB Select US Equity S1 USD Acc DABC 18,14 21,26 17,66 USD Interfund Equity Team USA A DABC 14,06 21,06 19,1 EUR JPM America Equity A (dist) USD DABC 17,31 20,68 19,95 USD Amundi Fds Pio US Eq Rsrch E2 EUR C DABC 14,77 20,27 18,62 EUR AXA Rosenberg US Equity Alpha A USD Acc DABC 15,9 19,49 19,42 USD

US Equity Large Cap Growth

MS INVF US Growth I DABC 37,08 47,34 26,27 USD Brown Advisory US Sust Gr USD C Acc DABC 35,91 17,77 USD MS INVF US Advantage I DABC 27,58 34,89 22,05 USD JPM US Growth A (dist) GBP DABC 25,8 31,97 21,38 GBP Edgewood L Sel US Select Growth A USD DABC 26,02 31,41 17,7 USD Wells Fargo (Lux) WF USLrgCpGr IUSD Acc DABC 26,26 31,23 17,96 USD Brown Advisory US Equity Growth $ B DABC 25,2 30,43 18,55 USD AB American Gr Ptf AX USD Acc DABC 25 30,11 17,33 USD EdR US Growth I DABC 24,57 28,65 18,72 USD Seilern America USD U R DABC 23,16 26,03 18,33 USD Legg Mason CB US Lg Cp Gr B USD Dis(A) DABC 20,37 25,62 18,95 USD Amundi Fds Pio US EqFundmGr M2 EUR C DABC 18,92 25,56 18,01 EUR Ninety One GSF American Fran A Inc USD DABC 20,25 24,97 16,69 USD Findlay Park American USD DABC 18,44 21,17 16,11 USD BL-Equities America B USD DABC 17,47 20,49 18,43 USD Vontobel US Equity A USD DABC 16,21 17,52 17,75 USD

US Equity Large Cap Value

DPAM CAP B Eq US Div Sus F DABC 13,33 17,73 18,75 EUR Heptagon Yacktman US Equity C USD Acc DABC 14,74 16,34 15,33 USD Threadneedle US Eq Inc Z Inc GBP DABC 13,42 16,19 16,73 GBP DWS Invest CROCI US Dividends USD IC DABC 13,34 12,95 20,4 USD NN (L) US High Dividend P Cap USD DABC 9,77 11,74 17,65 USD JPM US Value A (dist) GBP DABC 8,93 11,58 20,95 GBP

US Equity Small Cap

T. Rowe Price US Smlr Cm Eq A USD DABC 18,16 23,45 19,99 USD Brown Advisory US SmlrComs Dollar B Acc DABC 16,72 22,34 23,43 USD Alger Small Cap Focus I US DABC 21,3 21,18 22,65 USD

Convertibles

Franklin Glbl Convert Secs I(acc)USD DABC 16,06 20,92 14,2 USD Calamos Global Convertible A USD Acc DABC 12,21 16,47 11,76 USD Lazard Convertible Global PC EUR DABC 12,06 16,25 12,54 EUR JPM Global Convert (EUR) A (dist) EUR DABC 8,93 14,33 12,55 EUR Alma US Convertible Fd I EUR Hedged Cap DABC 8,89 13,94 16,82 EUR UBS (Lux) IF Global Convert Bonds YA DABC 9,7 13,39 12,27 CHF MS INVF Global Convertible Bond A USD DABC 8,61 12,84 9,98 USD CQS Glbl Sust Cnvrtible C USD Hdg Acc DABC 10,1 12,78 8,92 USD Schroder ISF Glb Convert Bd C Acc USD DABC 8,39 11,68 9,2 USD UBS (Lux) BS Convt Glbl € P-acc DABC 7,85 11,47 12,62 EUR BPER Intl SICAV Global Convertible Bond DABC 7,67 11,25 12,18 EUR UniInstitutional Global Conv Sustn EUR A DABC 7,06 10,51 9,19 EUR UBAM Global Convertible Bond AHC CHF DABC 5,99 9,46 10,64 CHF Macquarie Global Convertible B EUR acc DABC 5,7 6,99 8,69 EUR G Fund European Convertible Bd IC EUR DABC 5,04 6,89 6,83 EUR Groupama Convertibles ID DABC 4,33 5,16 5,77 EUR Ellipsis Convertible Risk Adjusted SEUR DABC 3,67 4,6 6,07 EUR

Commodities Broad Basket

NN (L) Commodity Enhanced I Cap USD DABC 6,42 9,86 13,02 USD

Alternative Miscellaneous

BSF Global Event Driven Z2 USD DABC 6,3 6,58 5,29 USD GS Alternative Trend I Acc USD DABC 4,44 6,15 7,58 USD Lyxor Epsilon Global Trend I DABC 3,92 5,63 7,02 EUR Fort Global UCITS Contrarian B EUR Acc DABC 3,66 4,84 9,24 EUR Lyxor/Tiedemann Arbitrage Strat I USD DABC 5,19 4,64 4,85 USD Alpi Hedge A DABC 2,05 3,31 6,02 EUR Leadersel Event Driven B Acc DABC 2,19 2,11 8,78 EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Amundi Fds Multi-Strat Gr M2 EUR C DABC 5,62 8,72 6,27 EUR JPM Global Macro Opps A (acc) EUR DABC 5,68 5,34 4,47 EUR Amundi Fds Abs Ret MS M2 EUR C DABC 2,83 4,78 5,13 EUR Fulcrum Diversifi ed Absolute Ret F € Inc DABC 3,19 4,96 EUR Amundi SF Abs Ret Mlt-Strat Cntrl H ND DABC 1,43 2,81 4,38 EUR H2O Largo IC EUR DABC 2,17 4 EUR Eurizon Absolute Prudent R Acc DABC 0,37 0,68 1,6 EUR GMO SGM Major Markets Investment A USD DABC 0,61 4,5 USD Invesco Global Targeted Ret Z EUR Acc DABC -1,07 -0,31 3,12 EUR

Market Neutral

Aegon Global Eq Mkts Netrl GBP C Acc DABC 6,47 11,21 10,56 GBP MW Systematic Alpha UCITS B USD DABC 5,15 7 5,03 USD Man GLG Alpha Select Alt IL GBP DABC 8,19 6,81 8,47 GBP BSF European Absolute Return D2 EUR DABC 5,17 6,41 5 EUR BMO Real Estate Eq Mkt Netrl B Acc EUR DABC 3,21 4,37 2,32 EUR Exane Funds 2 Exane Pleiade B EUR Acc DABC 1,49 3,6 4,14 EUR Janus HndrsnGlbl Equity MN I2 USD DABC 3,44 3,51 USD Exane Funds 1 Exane Ceres Fund A DABC 1,92 2,76 3,64 EUR LGT Sustainable Equity Mkt Netrl E USD DABC 1,79 3,57 USD Blackstone MN Sysmc Crdt A Fndr USD DABC 2,03 1,74 2,08 USD Pictet TR - Agora I GBP DABC 1,39 -1,44 6,43 GBP

Multialternative

Nordea 1 - Alpha 15 MA BI EUR DABC 8,73 11,42 9,95 EUR NN (L) Alternative Beta I Cap USD DABC 7,04 9,27 6,96 USD BCV Liquid Alternative Beta B (USD) DABC 5,93 7,63 8,06 USD Nordea 1 - Alpha 10 MA BI EUR DABC 5,29 7,33 6,73 EUR LFIS Vision UCITS Pers Str IS Acc DABC 5,31 5,77 5,96 EUR Franklin K2 Alt Strats I(acc)USD DABC 4,67 5,58 5,87 USD Pictet TR - Div Alpha J EUR DABC 1,65 1,94 3,42 EUR HSBC GIF Multi-Asset Style Factors IC DABC 1,09 1,69 4,17 EUR

Aggressive Allocation

Mediolanum BB MS Glbl Sel L A DABC 11,31 15,2 11,78 EUR UniRak Nachhaltig A DABC 8,6 13,7 10,12 EUR DPAM HORIZON B Active Strategy A DABC 9,54 13,42 12,26 EUR Eurizon Progetto Italia 70 PIR DABC 12,53 14,98 EUR Eurizon Manager Selection MS 70 DABC 8,48 12,32 12,53 EUR BL-Global 75 B EUR DABC 7,01 10,52 7,89 EUR FvS - Multi Asset - Growth I DABC 7,35 9,72 10,14 EUR First Eagle Amundi International AU-C DABC 6,85 9,36 14,67 USD LUX IM ESG Generali InvmtsDiversStrat HX DABC 9,11 17,07 EUR Carmignac Profi l Réactif 75 A EUR Acc DABC 6,29 8,43 9,29 EUR Eurizon AM Sicav Obiettivo Equilibrio A DABC 8,25 9,23 EUR

Allocation Miscellaneous

LUX IM Innovation Strategy HX DABC 17,7 16,54 EUR Carmignac Pf Emerg Patrim A EUR Acc DABC 5,48 11,67 13,11 EUR JPM Total Emerging Mkts Inc A (mth) USD DABC 8,54 9,65 14,56 USD UBS (Lux) KSS As GlStr Bal$ HKD P-acc DABC 7,36 8,76 10,89 HKD Euromobiliare Equity Mid Small Cap A DABC 8,74 11,34 EUR CS Carmignac Emerg Mkts Mlt-Ast B USD DABC 7,96 11,56 USD Mediolanum BB Financial Income Strat LA DABC 6,1 7,82 14,58 EUR HSBC GIF Mgd Solu Asia Focus Inc AM2 DABC 5,01 5,94 8,69 USD AZ Fd1 AZ Allc Asset Timing A-AZ DABC 1,81 5,19 8,62 EUR BancoPosta Orizzonte Reddito A DABC 4,46 9,93 EUR Gestielle Profi lo Cedola III DABC 0,74 9,03 EUR

Cautious Allocation

Allianz Capital Plus WT EUR

DABC 5,78 9,03 5,93 EUR GS Global MA Cnsv I Acc USD DABC 6,45 8,89 7,59 USD Schroder ISF Glbl MA Bal C Acc EUR DABC 5 8,75 8,66 EUR Amundi Fds Global MA Cnsrv M2 EUR C DABC 5,38 8,44 5,18 EUR Amundi Fds Glb MA Trg Inc A2 EUR C DABC 3,79 8,1 7,42 EUR Anima Crescita Italia F DABC 7,9 9,29 EUR UniRak Nachhaltig Konservativ A DABC 7,85 6,44 EUR UBAM Multifunds Allocation 30 AC USD DABC 6,08 7,77 6,96 USD Amundi Fds Euro MA Trgt Inc M2 EUR QTI D DABC 7,15 6,94 EUR Dachfonds Südtirol I T DABC 3,9 6,9 5,54 EUR Arca Economia Reale Bilan Italia 30 P DABC 6,73 8,29 EUR BlackRock Multi Asset Cnsrv Sel D AccEUR DABC 4,25 6,64 6,44 EUR PBFI Access Capital Presv (USD) C (acc) DABC 5,21 6,52 4,56 USD Allianz Dyn MltAst Stgy SRI15 I EUR DABC 3,84 5,86 4,81 EUR Etica Rendita Bilanciata I DABC 4,29 5,85 5,82 EUR 8a+ Nextam Obbligazionario Misto R DABC 3,35 5,84 5,73 EUR ODDO BHF Polaris Moderate DRW EUR DABC 3,75 5,8 5,17 EUR DPAM L Patrimonial A DABC 3,25 5,66 5,29 EUR Pharus SICAV Conservative A EUR Acc DABC 2,81 5,65 4,27 EUR

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 19 NOVEMBRE 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Invesco Pan European Hi Inc A EUR QD DABC 4,12 5,61 9,2 EUR NEF Ethical Balanced Conservative I DABC 5,48 4,85 EUR Raiff eisen-Nachhaltigkeit-Solide I A DABC 3,51 5,36 4,74 EUR BSF European Select Strategies I4 EUR DABC 3,81 5,35 6,76 EUR PBFI Access Cpl Prsv (EUR) C (acc) DABC 3,84 5,28 4,33 EUR Amundi Fds Mlt Asst Sust Fut I EUR C DABC 4,12 5,26 5,41 EUR SWC (LU) PF Resp Select (EUR) AA DABC 3,5 5,25 5,87 EUR Amundi Obbl Più a distribuzione A DABC 2,83 5,22 4,2 EUR Allianz MultiPartner - Multi20 DABC 3,01 5,15 4,27 EUR Pictet-Multi Asset Global Opps I EUR DABC 3,41 5,11 4,39 EUR JPM Global Income Cnsrv C (acc) EUR DABC 3,66 5,09 5,4 EUR Nordea 1 - Balanced Income BI EUR DABC 2,8 4,89 3,53 EUR Raiff eisen Nachhaltigkeit Div I A DABC 2,79 4,67 2,66 EUR Butler Credit Opps CHF Ins Fdr Pld DABC 4,64 4,96 CHF CS (Lux) Portfolio Yield CHF A DABC 3,04 4,55 6,71 CHF Anima Forza Moderato A DABC 2,45 4,51 6,19 EUR Candriam Sst Defesv Asst Allc I € Acc DABC 3,07 4,49 4,55 EUR Eurizon Manager Selection MS 10 DABC 2,21 4,1 4,47 EUR Amundi Fds Mlt Asst Rl Ret I EUR C DABC 2,56 4,09 6,35 EUR Eurizon Diversifi cato Etico DABC 2,56 4,06 3,04 EUR Eurizon Conservative Allc R EUR Acc DABC 2,11 4,03 5,74 EUR SWC (LU) PF Resp Select (CHF) AA DABC 3,03 3,94 5,32 CHF New Millennium Balanced World Cnsrv I DABC 3,05 3,88 4,82 EUR LUX IM UBS Active Defender HX DABC 3,86 5,21 EUR DNCA Invest Eurose I EUR DABC 3,03 3,53 8,69 EUR Anima Vespucci F DABC 3,46 4,66 EUR M&G (Lux) Optimal Income CI EUR Acc DABC 2,8 3,46 7,16 EUR Ninety One GSF Glb MA Inc A Acc USD DABC 3,74 3,44 5,17 USD Natixis Conservative Risk Prty I/A EUR DABC 2,32 3,42 3,95 EUR Eurizon AM Sicav Social 4 Future A DABC 2,37 3,23 6,74 EUR Ellipsis European Credit Allocation SEUR DABC 2,62 3,14 4,91 EUR M&G Optimal Income Fam L Acc EUR Acc DABC 3,14 6,71 EUR SWC (LU) PF Resp Relax (CHF) AA DABC 1,29 2,85 4,55 CHF M&G (Lux) Conservative Allc CI EUR Acc DABC 2,51 2,81 8,88 EUR Etica Obbligazionario Misto R DABC 1,6 2,57 3,16 EUR Eurizon AM Sicav Obiettivo Stabilità A DABC 0,95 2,33 3,43 EUR Vontobel Multi Asset Defensive E EUR DABC 1,88 3,04 EUR

Flexible Allocation

R-co Valor C EUR DABC 9,14 13,82 16,97 EUR BL-Global Flexible USD B DABC 10,39 12,04 9,04 USD Varenne Valeur A-EUR DABC 8,96 11,99 9,21 EUR BL-Global Flexible EUR A DABC 7,8 11,96 8,89 EUR AQR Global Risk Parity UCITS A1 USD Acc DABC 8,84 11,37 8,83 USD FvS Multiple Opportunities II I DABC 8,34 10,93 9,11 EUR Raiff eisen-Nachhaltigkeit-Mix R A DABC 6,92 9,99 8,87 EUR Sidera Funds Balanced Growth B Acc DABC 6,82 9,78 8,3 EUR Raiff eisen-GlobalAll-StrategiesPlus S T DABC 5,83 9,7 6,09 EUR Odey Opportunity I EUR Acc DABC 6,58 9,26 8,06 EUR Invesco Balanced-Risk Allc C EUR Acc DABC 5,99 9,03 8,8 EUR Lyxor Invmt Fds Flexible Allc I EUR DABC 6,03 9,02 6,62 EUR BNY Mellon Glbl Rl Ret (EUR) C Acc DABC 5,1 8,84 7,36 EUR Invesco Balanced-Risk Select Z EUR Acc DABC 6,48 8,69 8,77 EUR Candriam L Mlt-Asst Inc & Gr C EUR Inc DABC 5,02 8,64 5,84 EUR PIMCO GIS Dyn Mlt-Asst Instl EUR Inc DABC 6,04 8,4 5,37 EUR BNY Mellon Global Real Ret (GBP) C Inc DABC 5,06 8,39 7,37 GBP EIS Flexible Equity Strategy 3 I DABC 8,32 9,71 EUR Kairos Cerere DABC 5,53 8,27 8,21 EUR Capital Group EM Tot Opp (LUX) B DABC 6,3 8,26 13,7 USD Comgest Growth Global Flex I EUR Acc DABC 8,25 7,33 EUR Eurizon AM Sicav Global Dynamic Allc I DABC 6,41 8,15 8,94 EUR Lyxor Planet A - EUR DABC 5,43 7,87 7,09 EUR EIS Flexible Plus 4 I DABC 5,63 7,39 7,56 EUR LO Funds All Roads SH GBP NA DABC 6,12 7,35 5,04 GBP EIS Tactical Global Risk Control I DABC 5,02 7,21 7,57 EUR AXAWF Optimal Income F Cap EUR pf DABC 5,33 7,09 9,84 EUR EIS Eurozone Asymmetric Strategy I DABC 3,7 7 8,79 EUR BSF Dynamic Diversifi ed Growth I2 EUR DABC 5,4 6,98 6,09 EUR EuroFundLux - Climate Change ESG B DABC 4,39 6,47 5,79 EUR BlackRock ISF Market Advtg Strat B € Acc DABC 5,59 6,4 11,38 EUR ANIMA Global Macro I EUR DABC 6,19 5,41 EUR Epsilon Fund Enh Const Rk Contrib I€ Acc DABC 4,29 5,74 5,09 EUR Sidera Funds Equity Global Leaders B Acc DABC 5,64 5,66 7,27 EUR MS INVF Global Bal Rsk Contr FOF A DABC 3,9 5,63 6,64 EUR Euromobiliare Science 4 Life A DABC 4,53 5,46 7,72 EUR M&G (Lux) Dynamic Allocation CI EUR Acc DABC 4,05 5,01 12,28 EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

EIS Flexible Beta 6 I DABC 1,47 4,78 2,98 EUR JPM Global Multi Strategy Inc A (div)EUR DABC 3,67 4,72 9,33 EUR EIS Flexible Plus 7 I Cap DABC 4,62 2,97 EUR LUX IM ESG Eurizon Contrarian Appr EX DABC 4,55 8,34 EUR MS INVF Global Balanced Z DABC 3,54 4,44 6,21 EUR MS INVF Global Balanced Income Z DABC 3,21 4,38 6,53 EUR EIS Flexible Plus 3 I DABC 3,22 4,32 3,21 EUR SUMUS Strategic Large EUR Sub B Cap DABC 3,19 4,2 7,87 EUR EIS Multiasset Risk Overlay I DABC 2,15 3,49 3,6 EUR Tikehau Income Cross Assets C Acc EUR DABC 3,15 3,22 5,47 EUR Interfund System Evolution DABC 2,29 3,21 5,33 EUR EIS PIP Flexible 2 I DABC 0,52 2,85 2,39 EUR Planetarium Anthilia White C EUR DABC 1,59 1,88 3,41 EUR EIS Flexible Beta 5 I DABC 0,37 1,86 2,69 EUR EIS PIP Flexible 1 I DABC -0,48 1,18 5,13 EUR Eurizon AM Sicav Abs Ret Solu U DABC 0,44 4,72 EUR AZ Fd1 AZ Eq Global Infras A-AZ Acc DABC -0,19 17,35 EUR Nordea Stable Performance FAM L EUR Acc DABC EUR

Moderate Allocation

Man AHL TargetRisk I USD DABC 14,02 15,68 8,29 USD Janus Henderson Balanced A2 USD DABC 12,65 14,57 11,31 USD Carmignac Pf Patrimoine Europe F EUR Acc DABC 13,77 6,59 EUR BGF Global Allocation A2 DABC 9,36 12,93 11,93 USD GSF II GS Strat Fac Allc I USD Acc DABC 9,01 12,65 7,76 USD T. Rowe Price Glb Alloc I USD DABC 10,81 12,46 11,45 USD BGF ESG Multi-Asset A2 EUR DABC 8,49 11,87 8,41 EUR Acatis Gané Value Event Fonds A DABC 10,03 11,85 12,91 EUR NN (L) Pat Bal Eurp Sust P Cap EUR H ii DABC 7,45 11,33 8,79 EUR MFS Meridian Prudent Wealth I1 USD DABC 10,83 11,29 6,16 USD SWC (LU) PF Sust Balanced (EUR) AA DABC 7,87 11,28 9,13 EUR Amundi Fds Global Mlt-Asst E2 EUR C DABC 6,99 10,31 10,99 EUR Capital Group Glob Alloc (LUX) Z DABC 8,08 10,27 GBP Ruff er Total Return Intl I GBP Cap DABC 5,44 10,03 7,03 GBP Arca Economia Reale Bilan Italia 55 P DABC 9,53 11,62 EUR L&G Diversifi ed EUR C EUR Acc DABC 9,51 10,66 EUR JPM Global Balanced A (acc) EUR DABC 6,95 9,48 8,95 EUR NEF Ethical Balanced Dynamic I Acc DABC 5,64 9,25 6,4 EUR DPAM L Balanced Conservative Sust B DABC 6,17 9,21 7,46 EUR Etica Bilanciato R DABC 6,78 9,11 10,12 EUR Eurizon AM Sicav Social 4 Planet R DABC 8,9 8,51 EUR DJE - Zins & Dividende XP (EUR) DABC 6,72 8,8 6,35 EUR Invesco Global Income Z EUR AD-GI DABC 6,6 8,6 12,31 EUR UBS (Lux) SICAV 1 All Rounder$ USD P A DABC 6,61 8,33 7,89 USD Carmignac Patrimoine A EUR Acc DABC 2,94 8,23 6,6 EUR Eurizon Manager Selection MS 40 DABC 5,14 7,96 7,49 EUR Mediolanum Ch Provident 2 DABC 4,82 7,93 8,7 EUR Investimenti Strategici ESG C DABC 5,51 7,84 7,28 EUR JSS GlobalSar Balanced EUR P EUR dist DABC 5,8 7,81 8,87 EUR Anima Forza Equilibrato A DABC 4,86 7,8 9,71 EUR First Eagle Amundi Income Builder IU-QD DABC 6,39 7,77 11,46 USD M&G (Lux) Income Allocation C EUR Acc DABC 5,9 7,77 10,98 EUR LUX IM UBS Asia Balanced Inc HX DABC 7,74 12,81 EUR FvS Multi Asset - Balanced I DABC 5,63 7,48 8,78 EUR Etica Impatto Clima I DABC 7,45 8,85 EUR DPAM HORIZON B Balanced Flexible B DABC 5,2 7,35 6,81 EUR JSS Sust Mlt ast Thmc Bal CH P CHF dist DABC 5,62 7,24 8,65 CHF BGF Global Multi-Asset Inc A2 DABC 5,79 7,15 8,31 USD Triodos Impact Mixed Neutral EUR R Inc DABC 4,94 7,11 6,83 EUR Franklin Income A(Mdis)USD DABC 5,93 6,71 11,75 USD Anima Magellano F DABC 6,55 9,39 EUR Schroder ISF Glbl MA Inc C Acc USD DABC 4,9 6,38 10,98 USD Carmignac Profi l Réactif 50 A EUR Acc DABC 4,31 6,12 7,1 EUR LGT Alpha Indexing Fund CHF B DABC 4,35 5,86 8,59 CHF AXAWF Select Infra I EUR DABC 5,8 8,38 EUR JPM Global Income A (div) EUR DABC 4,29 5,73 9,64 EUR BancoPosta Mix 3 A DABC 3,4 5,07 7,45 EUR Fidelity glb Mlt Ast IncA-QInc(G)-SGD DABC 4,07 5,06 8,67 SGD Eurizon AM Sicav Obiettivo Controllo A DABC 2,24 4,93 5,5 EUR Nordea 1 - Stable Return BP EUR DABC 2,65 4,79 5,78 EUR Eurizon AM Sicav Global Stars A DABC 3,77 4,22 7,48 EUR AZ Fd1 AZ Allc Bal FoF A-AZ Fd Acc DABC 2,51 3,63 7,02 EUR Fondo Alto Bilanciato A DABC 0,97 3,46 9,4 EUR