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 fine 2020. Per ogni singolo fondo si seleziona solo una classe: la più antica tra quelle disponibili alla vendita in Italia.

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

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

FundsPeople.

PRODOTTI CON IL TRIPLO RATING FUNDSPEOPLE 2021

FONDO

BlackRock Global Funds World Technology Fund BlackRock Strategic Funds Global Event Driven Fund BlueBay Investment Grade Euro Government Bond Fund Fidelity Funds Euro Short Term Bond Fund JPMorgan Funds Emerging Markets Equity Fund Jupiter Global Fund Jupiter Dynamic Bond MFS Meridian Funds European Value Fund MFS Meridian Funds Prudent Wealth Fund Morgan Stanley Investment Funds Asia Opportunity Fund PIMCO GIS Dynamic Multi Asset Fund Schroder International Selection Fund EURO Corporate Bond

CATEGORIA

Technology Sector Equity

Alternative Miscellaneous

Europe Fixed Income

Europe Fixed Income

Global Emerging Markets Equity

Global Fixed Income

Europe Equity Large Cap

Aggressive Allocation

Asia ex-Japan Equity

Flexible Allocation

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 18 GIUGNO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI

VOLAT. 3 ANNI VALUTA BGF China Bond D3 USD DABC 7,13 7,13 2,63 USD UBS (Lux) BF Full Cycl AsBd$ P acc DABC 4,22 6,89 5,11 USD HSBC GIF Asia Bond XC DABC 6,48 6,16 USD Schroder ISF Asian LclCcy Bd C Acc USD DABC 4,61 5,92 6,59 USD AXAWF Asian Short Dur Bds I Cap USD DABC 4,44 5,79 4,3 USD Schroder ISF China Lcl Ccy Bd C Acc CNH DABC 3,22 4,09 2,99 CNH Eurizon Bond Aggregate RMB Z EUR Acc DABC 3,77 3,02 EUR LUX IM Invesco Belt & Road Evolution HX DABC EUR

Emerging Markets Fixed Income

Barings EM Corp Bd A USD Acc DABC 8,41 11,39 12,98 USD Barings EM Sovereign Debt Tr A USD Acc DABC 8,94 10,92 11,34 USD Barings EM Debt Short Duration A USD Acc DABC 6,97 9,21 10,76 USD Ninety One GSF EM InvGrd CpDt I Acc USD DABC 6,57 9,08 7,6 USD BGF Emerging Markets Corp Bd I2 USD DABC 6,66 8,25 9,13 USD Jupiter Glbl Em Mkt Crp Bd I USD Acc DABC 8,05 9,63 USD Principal Finisterre Unc EMFI I2 Acc$ DABC 7,88 7,84 USD New Capital Wlthy Ntn Bd USD Inst Inc DABC 5,52 7,82 7,21 USD PIMCO GIS Em Mkts Bd Instl USD Acc DABC 6,42 7,58 11,08 USD PIMCO GIS Em Mkts Bd ESG Ins USD Acc DABC 6,08 7,48 10,71 USD Wellington Oppoc EM Dbt S $ Acc DABC 5,93 7,16 11,24 USD Aviva Investors Em Mkts Bd I USD Acc DABC 5,4 7,03 11,79 USD BSF Emerging Mkts Shrt Dur Bd D2 USD DABC 6,96 8,02 USD Neuberger Berman EM DbtHrdCcy USD I C DABC 6,22 6,92 12,28 USD JPM Emerg Mkts Inv Grd Bd A (acc) USD DABC 4,39 6,9 6,92 USD M&G (Lux) Em Mkts Bd CI USD Acc DABC 6,17 6,83 11,76 USD AS SICAV I EM Ttl Ret Bd I QInc USD DABC 5,32 6,78 7,91 USD Nordea 1 - Emerging Mkt Debt TR BI USD DABC 6,69 8,46 USD Capital Group EM Debt (LUX) A4 DABC 5,55 6,62 11,72 USD Pictet-Global Emerging Debt P dy USD DABC 4,24 6,52 11,66 USD JPM Emerg Mkts Corp Bd A (acc) USD DABC 4,85 6,49 9,18 USD ERSTE BOND EM CORPORATE EUR R01 A DABC 4,65 6,16 7,86 EUR Vontobel Emerging Mkts Dbt I USD DABC 6,44 6,16 15,08 USD Pictet-Emerging Corporate Bds I USD DABC 5,25 6,15 11,08 USD Candriam Sst Bd Em Mkts I $ Inc DABC 6,14 9,21 USD MS INVF Emerging Mkts Corp Debt Z DABC 5,59 6,12 11,01 USD Jupiter Global EM Sht Dur Bd I USD Acc DABC 6,11 7,61 USD Aviva Investors EM Corp Bd Ih EUR Acc DABC 4,32 6,1 8,86 EUR iShares Em Mkts Govt Bd Idx (LU) N7 EUR DABC 4,01 5,88 9,66 EUR BGF Emerging Markets Bond A1 DABC 4,54 5,87 13,84 USD Eaton Vance Intl(IRL) EMLclInc S Acc $ DABC 7,3 5,82 12,46 USD Nordea 1 - Emerging Market Bond BP USD DABC 4,97 5,7 14,8 USD JPM Emerg Mkts Strat Bd A perf (acc) USD DABC 4,15 5,56 10,6 USD Amundi Fds Em Mkts Bd E2 EUR C DABC 4,3 5,49 14,64 EUR Ninety One GSF EM LclCcyTlRtDt I Acc$ DABC 4,58 5,05 10,09 USD Wellington Oppc EM Dbt II € S Dis H DABC 3,57 5,03 10,29 EUR Neuberger Berman Shrt DurEM DbtUSD I Acc DABC 3,91 4,79 6,73 USD L&G EM Short Duration Bond I EUR Hdg Acc DABC 4,55 9,28 EUR Pictet-Emerging Local Ccy Dbt I USD DABC 3,01 4,21 13,14 USD Capital Group EM Local Debt (LUX) B DABC 3,65 3,97 12,69 USD Candriam Bds Em Mkts C USD Cap DABC 4,04 3,95 15,18 USD JPM Emerg Mkts Lcl Ccy Dbt A (acc) USD DABC 2,87 3,72 12,88 USD DPAM L Bonds Emerging Markets Sust E EUR DABC 4,02 3,63 11,07 EUR Global Evolution EM Debt I EUR DABC 3,1 3,56 11,39 EUR Amundi Fds EM Lcl Ccy Bd I2 EUR AD D DABC 3,22 3,53 12,5 EUR BNPP Flexi I Bd Wld Em Invm Grd I Plus C DABC 1,94 3,37 5,42 EUR JPM Emerging Markets Debt A (dist) EURH DABC 2,19 3,25 13,1 EUR Amundi Fds EM Blnd Bd I EUR C DABC 2,72 3,11 10,74 EUR Anima BlueBay Reddito Emergenti AD DABC 1,99 1,68 10,1 EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

LUX IM JP Morgan Short Emerging Debt HX DABC 1,59 1,6 6,87 EUR Eurizon SLJ Local Em Mkts Dbt Z EUR Acc DABC 0,71 12,09 EUR L&G Emerging Markets Bond I USD Acc DABC USD

Euro Fixed Income

Carmignac Pf Credit W EUR Acc DABC 12,8 10,89 EUR Algebris Financial Credit I EUR Acc DABC 7,66 8,16 9,95 EUR AXAWF Euro 10 + LT I Cap EUR DABC 3,69 6,99 8,35 EUR Fonditalia Financial Credit Bond T DABC 6,5 8,65 EUR EIS Contingent Convertible Bonds I DABC 6,46 14,87 EUR AXAWF Euro Credit Total Ret I Cap EUR DABC 4,87 6,1 6,79 EUR Muzinich Eurp Crdt Alpha HEUR Acc Fndr DABC 6,08 7,77 EUR Tikehau Subfin E Acc DABC 7,15 5,78 9,4 EUR BGF European High Yield Bond D2 EUR DABC 5,94 5,61 9,15 EUR Amundi Fds Glb Subrdntd Bd I2 EUR C DABC 6,1 5,56 10,66 EUR Lazard Credit Fi SRI PVC EUR DABC 5,61 5,37 9,29 EUR Nordea 1 - European Fincl Dbt BI EUR DABC 6,64 5,19 10,81 EUR Kempen (Lux) Euro High Yield AN DABC 5,04 7,79 EUR BlueBay High Yield Bond B EUR DABC 5,16 4,97 8,66 EUR Janus Henderson Hrzn Euro HY Bd I2 EUR DABC 5,43 4,97 9,89 EUR M&G European HY Crdt Invm E EUR Acc DABC 5,2 4,95 9,35 EUR Schroder ISF EURO Hi Yld C Acc EUR DABC 5,48 4,88 12,13 EUR Schroder ISF EURO Crdt Convct C Acc EUR DABC 4,71 4,69 7,08 EUR Robeco Corporate Hybrid Bonds IH € DABC 4,61 8,53 EUR Candriam Bds Euro High Yld C EUR Cap DABC 4,33 4,38 6,49 EUR DPAM L Bonds Higher Yield B DABC 4,33 4,37 8,68 EUR AcomeA Breve Termine A1 DABC 3,35 4,35 6,45 EUR UNIQA Eastern European Debt Fund A DABC 3,69 4,32 7,55 EUR M&G European Credit Investment E EUR Acc DABC 3,71 4,23 5,47 EUR Schroder ISF EURO Corp Bd C Acc EUR DABC 3,77 4,17 6,27 EUR EdR SICAV Financial Bonds I EUR DABC 4,98 4,14 9,07 EUR BlueBay Inv Grd Euro Aggt Bd I EUR DABC 4,31 4,05 4,6 EUR Ellipsis High Yield Fund IEUR DABC 3,97 4,04 6,34 EUR JPM Financials Bond A (acc) EUR DABC 2,9 4,03 6,68 EUR UBS (Lux) BF EUR Flexible P acc DABC 2,23 3,98 6,91 EUR Threadneedle (Lux) Eurp Hi Yld Bd 3G DABC 6,64 3,94 8,45 GBP Carmignac Pf Flexible Bond A EUR Acc DABC 2,66 3,93 5,18 EUR Eurizon Bond Aggregate EUR Z EUR Acc DABC 3,93 4,44 EUR Nordea 1 - European High Yld Bd BI EUR DABC 4,75 3,88 9,65 EUR Epsilon Fund Euro Bond I EUR Acc DABC 2,36 3,86 3,94 EUR Pramerica Sicav Euro High Yield I DABC 3,83 11,12 EUR MS INVF European HY Bd I DABC 4,66 3,82 12,6 EUR AXAWF Euro 7-10 I Cap EUR DABC 2,57 3,8 4,33 EUR Generali IS Euro Bond AY DABC 3,11 3,78 3,95 EUR L&G Euro Corporate Bond Z EUR Inc DABC 3,09 3,76 5,21 EUR MS INVF Euro Strategic Bond I DABC 3,12 3,75 4,85 EUR PrivilEdge Frk Flx Er Agt Bd EUR NA DABC 3,73 4,53 EUR AB European Income I Inc DABC 3,4 3,67 7,55 EUR BlueBay Inv Grd Euro Govt Bd I EUR Acc DABC 3,71 3,59 4,3 EUR Robeco European High Yield Bonds DH € DABC 4,19 3,58 9,14 EUR Pictet-EUR Bonds P DABC 1,98 3,36 5,06 EUR Amundi Fds Strategic Bd E2 EUR C DABC 2,53 3,35 8,7 EUR CompAM Active European Credit A Acc DABC 3,15 3,34 5,26 EUR Invesco Euro Corporate Bond C EUR Acc DABC 2,64 3,33 5,64 EUR Threadneedle (Lux) European Strat Bd AE DABC 2,37 3,32 5,16 EUR Franklin European Ttl Ret A(acc)EUR DABC 2,16 3,32 4,83 EUR Janus Henderson Hrzn Euro Corp Bd I2 EUR DABC 2,84 3,31 5,26 EUR JPM EU Government Bond C (acc) EUR DABC 1,93 3,31 4,13 EUR Kempen (Lux) Euro Credit Plus I DABC 2,68 3,25 5,03 EUR

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 18 GIUGNO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

BlackRock Euro Govt Enhanced Idx Flex DABC 1,84 3,2 4 EUR JPM Europe High Yld Bd A (dist) EUR DABC 3,76 3,2 8,77 EUR HSBC GIF Euro High Yield Bond AD DABC 3,58 3,15 7,11 EUR T. Rowe Price Euro Corp Bd I EUR DABC 2,65 3,15 5,5 EUR Kempen (Lux) Euro Credit J DABC 2,57 3,14 4,62 EUR Vontobel EUR Corp Bd Mid Yld A EUR DABC 2,5 3,06 6,96 EUR AXAWF Euro Credit Plus A Cap EUR DABC 2,26 3,03 6,06 EUR iShares Eur GovInfLkd BdIdx(IE)InstlAcc€ DABC 2,53 3,03 5,38 EUR Insight Sust Euro Corp Bd A EUR Acc DABC 2,95 3,03 5,39 EUR Fidelity Euro Bond A-Dis-EUR DABC 2,12 3,02 3,95 EUR Groupama Oblig Euro I DABC 1,98 3,02 4,07 EUR Amundi IS JP Morgan EMU Govies IE-D DABC 1,99 2,98 4,03 EUR PIMCO GIS Euro Bond Instl EUR Acc DABC 2,55 2,98 4,01 EUR Invesco Euro Bond A EUR Acc DABC 2,41 2,97 5,09 EUR Eurizon Bond Corporate EUR Z Acc DABC 2,3 2,96 5,65 EUR Raiffeisen 902-Treasury Zero II VT DABC 2,01 2,96 4,24 EUR Schroder ISF EURO Bond C Dis AV DABC 2,07 2,96 4,28 EUR Franklin Euro High Yield A(Ydis)EUR DABC 3,35 2,84 8,74 EUR Nordea 1 - European Cross Credit BI EUR DABC 3,07 2,82 8,13 EUR AXAWF Euro Inflation Bonds I Cap EUR DABC 2,33 2,8 5,27 EUR iShares Euro Govt Bd Idx (LU) N2 EUR DABC 1,53 2,79 3,99 EUR UBS (Lux) IF Euro Bonds BA DABC 1,73 2,78 4,02 EUR MS INVF Euro Corporate Bond A DABC 2,68 2,77 6,1 EUR CS (Lux) SQ Euro Corporate Bond EB EUR DABC 2,19 2,74 4,28 EUR Franklin European Corp Bd I(acc)EUR DABC 2,4 2,72 4,97 EUR Pictet-EUR Government Bonds P dy DABC 1,39 2,72 4,14 EUR PrivilEdge NN IP Euro Crdt I EUR Acc DABC 2,71 5,5 EUR NN (L) Euro Sust Crdt I CapEUR DABC 2,22 2,69 5,4 EUR PIMCO GIS Euro Income Bond Instl EUR Acc DABC 3,47 2,69 5,38 EUR Stt Strt Euro Infl Lnkd Bd Idx I EUR DABC 2,31 2,68 5,36 EUR Schroder ISF EURO Govt Bd A Dis EUR AV DABC 1,44 2,65 4,01 EUR BSF ESG Euro Bond I2 EUR DABC 2,62 3,75 EUR iShares Euro InvGrdCorpBdIdx(IE)InstAcc€ DABC 2,16 2,59 5,22 EUR NN (L) Euro Credit P Dis EUR DABC 2,07 2,52 5,69 EUR Amundi Fds Euro Corp Bd I EUR C DABC 2,42 2,5 6,69 EUR MS INVF Euro Bond I DABC 1,65 2,5 3,43 EUR BGF Euro Corporate Bond A1 EUR DABC 2,18 2,41 5,25 EUR PIMCO GIS Euro Credit Instl EUR Acc DABC 2,39 2,41 5,15 EUR Nordea 1 - European Covered Bond BP EUR DABC 1,93 2,31 2,21 EUR Amundi Fds Optimal Yield E2 EUR C DABC 3,03 2,27 8,65 EUR GFG Funds-Euro Global Bd P EUR Acc DABC 0,55 2,26 4,41 EUR BGF Euro Bond A2 DABC 1,5 2,18 4,23 EUR Generali IS Euro Aggregate Bd BX DABC 2,06 2,16 2,25 EUR M&G (Lux) Euro Corporate Bond Euro C Acc DABC 2,23 2,13 5,25 EUR Amundi Fds Euro Govt Bd A EUR C DABC 1,06 2,08 4,5 EUR Vanguard SRI € Invm Grd Bd Idx € Acc DABC 2,08 3,97 EUR Capital Group Euro Bond (LUX) B DABC 1,39 2,06 4,26 EUR Amundi Fds Euro Aggt Bd F2 EUR C DABC 1,61 1,82 5,19 EUR Eurizon Bond Corporate Smart Esg Z EUR DABC 1,6 4,88 EUR BlackRock Defensive Yield Flex Acc EUR DABC 1,53 4,08 EUR AZ Fd1 AZ Bond - Euro Corp A-AZ Fd Acc DABC 1,28 1,46 5,97 EUR Anima Obbligazionario High Yield BT F DABC 1,4 10,78 EUR Pramerica Sicav Euro Corporate Bond R DABC 1,05 1,4 5,98 EUR Nordea 1 - Low Dur Eurp Cov Bd BI EUR DABC 1,34 1,03 EUR Pictet-EUR Short Term High Yield I EUR DABC 1,45 1,33 8,09 EUR Generali IS Euro Bond 1/3Y BX DABC 1,27 1,31 1,62 EUR Carmignac Sécurité A EUR Acc DABC 0,77 1,28 3,13 EUR Wells Fargo (Lux)WF EUR SD Cd I-REURAcc DABC 1,26 1,25 3,73 EUR Fidelity Euro Short Term Bond Y-Acc-EUR DABC 0,78 1,01 1,87 EUR ODDO BHF Euro Credit Short Dur DP-EUR DABC 1,14 0,94 4,63 EUR LUX IM Blackrock Crdt Defensv Strats CX DABC 0,29 0,74 5,56 EUR Invesco Euro Short Term Bond C EUR Acc DABC 0,62 0,64 2,05 EUR Tikehau Short Duration I EUR Acc DABC 0,91 0,63 2,2 EUR UBS (Lux) BF CHF P-acc DABC -0,21 0,59 4,41 CHF Pictet-EUR Short Term Corp Bds I DABC 0,52 0,54 2,69 EUR DWS Invest ESG Euro Bonds (Short) FC DABC 0,3 0,53 1,55 EUR GS ESG Enh Euro Shrt Du Bd Plus I Acc € DABC 0,58 0,51 2,12 EUR AXAWF Euro Credit Short Dur I Cap EUR DABC 0,4 0,49 2,36 EUR Fonditalia Euro Bond R DABC -0,34 0,49 1,87 EUR Tendercapital Bond Two Steps Rtl € Acc DABC 2,16 0,28 3,87 EUR Arca Risparmio DABC -0,05 0,15 1,81 EUR EuroFundLux - Floating Rate B DABC -0,71 0,12 3,88 EUR Pictet-EUR Short Mid-Term Bonds I DABC 0,03 0,12 1,28 EUR MS INVF Short Maturity Euro Bond I DABC 0,11 0,11 1,32 EUR Schroder ISF EURO S/T Bd A Dis AV DABC -0,18 -0,04 1,41 EUR Candriam Bds Euro Short Term C EUR Cap DABC -0,11 -0,18 1,42 EUR Raiffeisen-Euro-ShortTerm-Rent R A DABC -0,26 -0,21 1,41 EUR BGF Euro Short Duration Bond A2 EUR DABC -0,09 -0,23 1,91 EUR Fonditalia Credit Absolute Return T DABC -0,23 -0,38 1,97 EUR Tendercapital Glb Bd Shrt DurInstl€AccAI DABC -1,42 4,18 EUR Fidelity Euro Bond FAM L Acc DABC EUR Fidelity Euro Short Term Bond FAM L Acc DABC EUR Janus Henderson Euro CorpBd FAM LEURAcc DABC EUR L&G Euro High Alpha Corp Bond I EUR Acc DABC EUR PIMCO Obbligazionario Prdnt Ins EUR Acc DABC EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Fixed Income Miscellaneous

SWC (LU) BF Responsible COCO DTH CHF DABC 7,08 5,57 14,56 CHF Invesco India Bond C USD Acc DABC 4,22 4,62 7,7 USD Muzinich Eurp Loans EUR Acc Founder DABC 3,18 12,19 EUR Eurizon Securitized Bond ZD EUR Inc DABC 0,15 7,09 EUR Eurizon Obbligazioni Edizione Più DABC EUR

Global Fixed Income

Nomura Fds Global Dynamic Bond I USD DABC 8,43 9,85 7,16 USD H2O Multi Aggregate R USD DABC 9,31 9,63 7,45 USD Legg Mason BW Glb Inc Opt PR $ Dis(M)+e DABC 7,16 9,01 6,1 USD Algebris Global Crdt Opps BD EUR Inc DABC 8,92 10,24 EUR Vanguard Global Credit Bond Ins USDH Acc DABC 8,76 5,88 USD Janus Henderson Hrzn Glb HY Bd I2 USD DABC 8,51 8,14 10,47 USD Legg Mason WA Mcr OppBd S USD Acc DABC 7,22 8,13 11,28 USD Baillie Gifford WW Glbl Strat Bd B $ Acc DABC 6,71 8,09 6,1 USD BlueBay Global High Yield Bd B USD DABC 7,49 8,06 9,05 USD M&G (Lux) Glb Corp Bd C USD Acc DABC 6,05 7,87 5,76 USD Threadneedle (Lux) Glbl Corp Bd IU DABC 5,45 7,62 5,99 USD PIMCO GIS Divers Inc Instl USD Acc DABC 6,69 7,62 7,18 USD JB FI Global Quality High Yield USD K DABC 6,33 7,45 8,13 USD Aegon Strategic Global Bd B Inc EUR Hdg DABC 4,6 7,45 7,6 EUR Schroder ISF Glbl Corp Bd A Dis MV DABC 4,76 6,72 7,08 USD Janus Henderson Hrzn Strat Bd A2 USD DABC 6,64 5,55 USD JPM Global Corp Bd A (acc) USD DABC 4,49 6,38 5,86 USD Muzinich Global Tact Crdt HUSD Inc Fndr DABC 5,04 6,35 5,6 USD Schroder ISF Glbl Hi Yld C Acc USD DABC 6,86 6,3 11,2 USD Candriam Bds Global Hi Yld I EUR Cap DABC 5,41 6,26 6,29 EUR L&G Absolute Return Bond Plus Z USD Acc DABC 4,41 6,14 5,05 USD BlueBay Glbl Inv Grd Corp Bd I EUR DABC 4,44 6,07 7,64 EUR Vontobel Bond Global Aggt AH Hdg USD DABC 4,28 6,03 10,7 USD

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 18 GIUGNO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

ASSII-TtlRet Crd D Acc GBP

DABC 5,15 6,02 8,3 GBP FvS Bond Opportunities EUR I DABC 5,16 5,89 6,4 EUR T. Rowe Price Glb HY Bd A USD DABC 6,11 5,86 9,78 USD Vontobel TwentyFour StratInc G GBP DABC 6,08 5,79 7,18 GBP JPM Flexible Credit A (acc) USD DABC 5,14 5,71 6,69 USD Capital Group GlobHiInc (LUX) B DABC 5,27 5,52 10,2 EUR Robeco Global Credits IH EUR DABC 3,43 5,52 6,77 EUR JPM Global Bond Opps A (acc) USD DABC 4,8 5,44 5,21 USD M&G (Lux) Glb Macro Bd A USD Acc DABC 3,3 5,4 5,02 USD Fidelity Global Bond A-Dis-USD DABC 3,23 5,39 4,59 USD Fisch Bond Global Corporates BC DABC 3,29 5,3 6,38 CHF Candriam Sst Bd Glbl HiYld I € Acc DABC 5,25 5,1 EUR Fidelity Sust Strat Bd A-Acc-USD DABC 3,14 5,25 4,09 USD PIMCO GIS Income E USD Acc DABC 4,93 5,25 6,11 USD BGF Global High Yield Bond C1 USD DABC 5,53 5,18 9 USD PIMCO GIS Glb Bd Instl USD Acc DABC 4,29 5,18 3,23 USD Invesco Global Inv Grd CorpBd E EUR Acc DABC 3,43 5,11 6,89 EUR RAM (Lux) Tactical Glb Bd Total Rtrn B DABC 3,94 5,09 2,84 USD Pictet-Global Bonds I USD DABC 2,52 5 5,75 USD MS INVF Global Bond I DABC 3,5 4,96 5,41 USD MS INVF Global Fixed Income Opps Z DABC 5,18 4,85 6,27 USD DPAM L Bonds Universalis Uncons B DABC 3,42 4,81 8,06 EUR UBAM Global High Yield Solution AC USD DABC 5,74 4,8 8,08 USD M&G Total Return Crdt Invmt F GBP H Acc DABC 4,37 4,57 5,11 GBP Schroder ISF Strat Crdt C Acc GBP DABC 4,28 4,56 8,19 GBP M&G (Lux) Glb Fl Rt HY CI USD Acc DABC 5,09 4,51 11,18 USD Wellington Global HY Bd S EUR PtH DABC 4,94 4,48 9,7 EUR Jupiter Dynamic Bond I EUR Q Inc DABC 3,04 4,37 4,68 EUR Wellington Global Bond S USD Acc DABC 2,46 4,34 4,31 USD PIMCO GIS Glb Bd Ex-US Instl USD Acc DABC 4,02 4,33 3,64 USD AXAWF Global Strategic Bds F Cap GBP H DABC 3,69 4,3 3,41 GBP Muzinich Enhancedyield S-T HUSD Acc A DABC 4,05 4,28 5,63 USD Muzinich LongShortCreditYld HEUR Acc E DABC 2,62 4,25 3,04 EUR Schroder ISF Global Bond A Dis AV DABC 2,27 4,18 6,89 USD Pictet Absolute Ret Fxd Inc I USD DABC 3,1 4,17 2,99 USD BGF Fixed Income Global Opps A2 DABC 3,73 4,16 5,34 USD GS Global Fixed Inc (Hdg) I Inc EUR DABC 2,15 4,14 3,96 EUR Amundi Fds Glbl Aggt Bd I USD C DABC 3,77 4,05 6,31 USD AS SICAV I Global Bond I Acc USD DABC 2,11 4,04 4,93 USD PIMCO GIS Glb Rl Ret Instl EUR H Acc DABC 3,27 3,91 5,77 EUR Robeco High Yield Bonds DH € DABC 4,23 3,87 8,69 EUR BGF Global Inflation Linked Bd A2 USD DABC 3,76 3,8 3,39 USD Invesco Global Ttl Ret EUR Bd C EUR Acc DABC 2,87 3,68 4,26 EUR Fonditalia Opportunities Divers Inc S DABC 3,67 6,46 EUR Mirabaud Global Strategic Bd A USD Acc DABC 3,2 3,66 5,03 USD Fidelity Glb Shrt Dur Inc A-MD-USD DABC 2,81 3,61 5,53 USD AXAWF Global Infl Bds I Cap EUR DABC 2,63 3,55 5,19 EUR LUX IM Twentyfour Global Strategic Bd HX DABC 3,29 3,47 6,61 EUR Carmignac Pf Global Bond A EUR Acc DABC 2,72 3,45 9,74 EUR Capital Group Glob Bond (LUX) B DABC 0,83 3,36 5,13 EUR Schroder ISF Glb InflLnkdBd C Acc EUR DABC 2,52 3,33 5,45 EUR JPM Global Strat Bd A perf (acc) USD DABC 2,92 3,3 3,02 USD AXAWF Global Green Bds I Dis EUR DABC 1,45 3,29 4,46 EUR FISCH Bond Global High Yield AE2 DABC 4,05 3,27 9,29 EUR Amundi Rspnb Investing Imp Gr Bds I C DABC 3,21 4,48 EUR Eurizon Global Bond Z EUR DABC 3,17 5,28 EUR Eurizon Absolute Green Bonds Z Acc DABC 3,13 7,83 EUR AXAWF Global High Yield Bds F Dis EUR H DABC 4,27 3,09 8,69 EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

iShares Green Bd Idx (IE) D Acc EUR DABC 3,07 4,3 EUR

Amundi Fds Optimal Yld S/T I2 EUR C DABC

3,02 10,08 EUR BMO Global Absolute Ret Bd F Acc GBP Hdg DABC 2,89 3,21 GBP ERSTE Responsible Bond Global Impact T DABC 0,89 2,52 4,04 EUR EIS Global Bond I DABC 2,38 EUR Eurizon Bond Flexible RD EUR Inc DABC 1 2,31 3,42 EUR Fondo Alto Internazionale Obblig A DABC 0,25 2,3 5,36 EUR JPM Global Government Bond A (acc) EUR DABC 0,72 2,27 3,51 EUR Pramerica Sicav Global Inflation Lnkd I DABC 2,21 2,93 EUR Quaestio Solutions Funds Gb Mcr Bd I Acc DABC 0,72 2,19 4,96 EUR SWC (LU) BF Resp Glbl Abs Rtn AAH CHF DABC 0,77 1,85 4,79 CHF Eurizon Absolute High Yield Z EUR DABC 1,71 6,35 EUR Nordea 1 - Flexible Fixed Income BI EUR DABC 1,06 1,71 1,93 EUR BSF Fixed Income Strategies I2 EUR DABC 1,6 1,6 3,49 EUR Candriam Bds Crdt Opps I EUR Cap DABC 1,54 1,57 2,6 EUR DNCA Invest Alpha Bonds I EUR DABC 1,41 8,84 EUR Mediolanum Ch International Bond LH A DABC -1,09 0,87 3,43 EUR Templeton Global Bond A(Mdis)USD DABC 1,56 -1,08 5,96 USD Templeton Global Ttl Ret A(acc)USD DABC 1,02 -2,16 7,84 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

9,26 7,46 USD NN (L) US Credit P Cap USD DABC 5,78 8,67 7,28 USD TCW Fds MetWest High Yield Bd IU DABC 7,39 8,43 6,25 USD Wells Fargo(Lux)WF $ IG Crdt I $ Net Inc DABC 8,36 6,53 USD Capital Group US CorpBd (LUX) Z DABC 5,3 8,18 6,19 USD MFS Meridian US Corporate Bond I1 USD DABC 5,28 8,06 6,94 USD PGIM Broad Market US HY Bd USD I Acc DABC 8,07 8 9,14 USD Lord Abbett Multi Sector Inc I USD Acc DABC 7,77 7,33 9,1 USD PIMCO GIS US Hi Yld Bd Instl USD Acc DABC 6,98 6,37 8,84 USD Schroder ISF US Dllr Bd C Dis USD AV DABC 3,84 6,3 4,02 USD AXAWF US High Yield Bonds I Cap USD DABC 7,02 6,29 7,54 USD UBAM - US High Yield Solution IC USD DABC 6,13 8,28 USD PIMCO GIS Ttl Ret Bd Instl USD Acc DABC 4,04 5,98 3,66 USD JPM Income A (acc) USD DABC 5,39 5,96 6,87 USD TCW Fds Core Plus Bd IU DABC 3,59 5,91 3,51 USD Amundi Fds Pinr Strat Inc A USD C DABC 3,93 5,32 8,3 USD Candriam GF US HY Corporate Bds IG acc DABC 7,61 5,16 8,74 GBP JPM US Aggregate Bond A (dist) USD DABC 2,72 5,02 3,53 USD Pictet-USD Government Bonds P USD DABC 2,03 4,71 4,85 USD Franklin Strategic Income I(acc)USD DABC 4,06 4,67 7,33 USD Vanguard U.S. Govt Bd Idx $ Acc DABC 2,16 4,66 4,38 USD Amundi Fds Pioneer US Bd A2 EUR C DABC 2,54 4,52 5,72 EUR 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 4,73 3,9 11,97 EUR GS US Dollar Short Dur Bond I Acc USD DABC 2,1 3,06 1,55 USD MS INVF US Dollar Short Duration Bond Z DABC 2,12 2,69 1,25 USD JPM Income Opp A perf (acc) EURH DABC 0,32 -0,74 7,08 EUR Loomis Sayles US Core Plus Bd N1/A USD DABC USD

Asia Equity

JPM Pacific Equity A (dist) USD DABC 18,07 14,72 17,17 USD Fidelity Pacific A-Dis-USD DABC 13,82 10,51 20,88 USD Gamax Asia Pacific A DABC 10,54 6,84 16,66 EUR

Asia ex-Japan Equity

Matthews Asia Ex Japan Div I USD Acc DABC 21,05 18,59 17,55 USD Fidelity Asia Pacific Opps Y-Acc-EUR DABC 17,99 18,07 20,09 EUR

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 18 GIUGNO 2021

FONDO MS INVF Asia Opportunity Z

MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI

VALUTA DABC 26,04 17,37 20,45 USD JPM Asia Growth A (acc) USD DABC 19,73 15,85 19,36 USD Nikko AM Asia Ex-Japan A USD DABC 16,23 15,33 19,49 USD T. Rowe Price Asian Opp Eq I USD DABC 17,76 14,26 18,02 USD GAM Multistock Asia Focus Equity USD C DABC 20,23 13,82 19,52 USD Mirae Asset Asia Great Consumer Eq I USD DABC 17,4 13,74 17,6 USD Schroder ISF Emerging Asia C Acc USD DABC 18,94 13,61 19,88 USD LO Funds Asia High Convc USD PA DABC 18,15 13,59 18 USD GemAsia I DABC 13,3 20,09 EUR UBS (Lux) ES As Smlr Coms (USD) P-acc DABC 14,96 13,17 18,37 USD UBS (Lux) KSS Asian Eqs $ USD P Acc DABC 18,11 12,3 20 USD Fidelity Sustainable Asia Eq A-Dis-USD DABC 16,33 12,26 18,85 USD Invesco Asian Equity C USD AD DABC 16,01 11,85 20,89 USD FSSA Asian Eq Plus I USD Inc DABC 14,11 11,45 16,45 USD Threadneedle Asia Ins Acc GBP DABC 17,46 11,03 20,27 GBP Schroder ISF Asian Opports A Dis USD AV DABC 16,63 10,25 20,3 USD FSSA Asia Focus III USD Acc DABC 13,64 9,8 15,84 USD Invesco Asia Opportunities Eq C USD Acc DABC 13,55 8,46 18,43 USD Templeton Asian Growth A(Ydis)USD DABC 12,56 8,27 19,61 USD

Australia & New Zealand Equity

AS SICAV I AUS Equity A Acc AUD DABC 10,8 10,43 20,74 AUD

Consumer Goods & Services Sector Equity

Invesco Glbl Consmr Trnds A USD Acc DABC 23,15 19,91 26,71 USD Pictet-Premium Brands I EUR DABC 16,7 15,11 21,6 EUR LO Funds World Brands P EUR Acc DABC 21,67 13,96 20,19 EUR Fidelity Global Cnsmr Inds A-Dis-EUR DABC 14,52 13,81 15,76 EUR CPR Invest Food For Gens I EUR Acc DABC 9,98 16,91 EUR

Energy Sector Equity

BGF Sustainable Energy A2

DABC 17,3 20,95 20,05 USD Pictet-Clean Energy I USD DABC 17,81 18,83 22,41 USD Eurizon Azioni Energia E Mat Prime DABC 4,86 -0,95 26,56 EUR

Equity Miscellaneous

Pictet-Water I EUR DABC 12,5 15,16 17,79 EUR BSF Global Real Asset Securities Z2 USD DABC 12,99 16,32 USD Pictet-Nutrition I USD DABC 12,45 12,02 15,79 USD Eurizon Sustainable Global Eq Z EUR Acc DABC 7,8 21,34 EUR

Europe Emerging Markets Equity

Schroder ISF Emerging Europe C Acc EUR DABC 14,2 13,01 26,64 EUR Deka-ConvergenceAktien CF DABC 12,1 12 22,89 EUR

Europe Equity Large Cap

DNCA Invest Norden Europe Q EUR DABC 25,7 16,2 EUR MS INVF Europe Opportunity Z DABC 18,16 22,43 15,29 EUR BGF Continental Eurp Flex E2 EUR DABC 15,75 16,31 18,24 EUR Mirova Europe Environmental Eq I/A EUR DABC 13,63 16,31 17,9 EUR BGF European Focus A2 DABC 12,32 16 USD Threadneedle Pan Eurp Focus Ins Acc GBP DABC 14,35 14,87 14,7 GBP Nordea 1 - Nordic Stars Equity BI EUR DABC 13,14 14,83 17,63 EUR Comgest Growth Europe Opps EUR Acc DABC 18,47 14,22 18,39 EUR Comgest Growth Europe EUR Acc DABC 14,49 14,09 14,05 EUR NN (L) European Sust Eq I Cap EUR DABC 13,88 14,03 15,66 EUR Carmignac Pf Grande Europe A EUR Acc DABC 13,48 13,82 14,78 EUR BSF European Opps Extension A2 EUR DABC 14,97 13,76 17,79 EUR DNCA Invest SRI Europe Gr I EUR DABC 13,95 13,49 14,46 EUR AXAWF Fram Switzerland F Cap CHF DABC 14,94 13,47 13,67 CHF BGF European Special Situations A2 DABC 13,55 13,43 USD Candriam Eqs L Eurp Innovt C EUR Cap DABC 13,81 13,4 14,51 EUR Threadneedle (Lux) European Select IE DABC 12,82 13,19 14,82 EUR DPAM INVEST B Equities Europe Sust B Cap DABC 13,76 13,07 15,87 EUR Threadneedle European Sel Ins Acc GBP DABC 14,79 12,73 15,67 GBP LO Funds Swiss Equity CHF NA DABC 13,73 11,96 13 CHF Fidelity European Dynamic Gr A-Dis-EUR DABC 13,11 11,76 15,35 EUR AS SICAV I European Eq A Acc EUR DABC 12,28 11,59 14,56 EUR JB Eq Global Excell Eurp EUR B DABC 11,36 11,56 13,75 EUR UBAM Swiss Equity AC CHF DABC 13,45 11,51 13,48 CHF UBS (Lux) Eq Eurp Opp Sst (EUR) P acc DABC 9,78 11,09 14,71 EUR Mandarine Active G DABC 10,53 10,93 14,5 EUR Candriam Sst Eq Euro I Acc € DABC 11,57 10,86 16,72 EUR Fidelity Sustainable Euroz Eq E-Acc-EUR DABC 10,18 10,59 17,43 EUR Echiquier Positive Impact Europe A DABC 13,32 10,5 14,75 EUR Janus HndrsnPan Eurp A2 EUR DABC 10,33 10,04 17,19 EUR MFS Meridian European Value A1 EUR DABC 10,73 9,98 14,56 EUR CS (Lux) Eurozone Quality Gr Eq EB EUR DABC 12,48 9,96 19,92 EUR LO Funds Europe High Conviction EUR ND DABC 10,79 9,92 15,21 EUR DPAM INVEST B Equities Euroland A Dis DABC 13,05 9,89 16,85 EUR Candriam Sust Europe C Cap DABC 10,53 9,65 16,73 EUR CS European Dividend Value FB EUR DABC 12,05 9,57 16,33 EUR AXAWF Fram Eurozone RI F Cap EUR DABC 11,83 9,47 17,7 EUR DPAM Equities L EMU SRI MSCI Index B DABC 9,44 18,93 EUR Pictet-Quest Europe Sust Eqs P EUR DABC 8,95 9,42 16,95 EUR G Fund Total Return All Cap Europe IC DABC 9 9,15 14,25 EUR UniInstitutional Eurp Eq Concentrated DABC 11,29 9,1 16,69 EUR Candriam Sst Eq EMU I € Acc DABC 12,18 9,03 18,84 EUR Vontobel European Equity A EUR DABC 7,21 8,83 13,81 EUR Amundi Fds Eurp Eq Green Imp I EUR C DABC 9,04 8,79 19,09 EUR UBS (Lux) EF Euro Countrs Oppo (EUR) P DABC 10,15 8,77 16,6 EUR Quaestio Solutions Funds Eur Bt Eq I Acc DABC 10,96 8,74 16,38 EUR Threadneedle (Lux) Pan Eur Eq Dv 9EP EUR DABC 7,67 8,67 18,54 EUR Eleva UCITS Eleva Euroland Sel I EUR acc DABC 8,41 19,61 EUR Ofi Fincl Inv RS Euro Eq Smt Beta XL A/I DABC 11,25 8,38 17,56 EUR Eleva UCITS Eleva Eurp Sel I EUR acc DABC 11,59 8,35 18,32 EUR HSBC GIF Euroland Growth M1C DABC 11,35 8,26 18,46 EUR iShares Europe Index (IE) Flex Acc EUR DABC 10,04 8,14 17,18 EUR Allianz Valeurs Durables RC DABC 10,35 8,05 18,28 EUR EdR SICAV Euro Sustainable Eq A EUR DABC 10,22 8,01 16,42 EUR Generali IS SRI Ageing Population AY EUR DABC 11,17 7,98 16,22 EUR BGF European Equity Income A2 DABC 7,03 7,76 16,56 EUR Mirova Euro Sustainable Equity R/A EUR DABC 9,87 7,75 18,61 EUR MFS Meridian European Research A1 EUR DABC 8,97 7,73 14,82 EUR JPM Europe Select Equity A (acc) EUR DABC 9,27 7,7 17,7 EUR HSBC RIF SRI Euroland Equity AC DABC 10,43 7,24 18,87 EUR Fidelity European Div Y-Acc-EUR DABC 7,32 7,21 16,52 EUR Amundi Fds Eurp Equity Cnsv I EUR C DABC 8,14 7,03 13,53 EUR Cleome Index Europe Equities Y EUR Acc DABC 8,7 7,03 16,64 EUR Amundi Fds Euroland Equity E2 EUR C DABC 9,66 6,79 21,14 EUR Janus Henderson Hrzn Euroland A2 EUR DABC 8,19 6,48 21,83 EUR Eurizon Top European Research Z EUR Acc DABC 6,45 17,51 EUR CS (Lux) European Div Plus Eq EB EUR DABC 6,77 6,44 14,35 EUR DPAM L Equities Conviction Research B DABC 8,75 6,33 14,31 EUR DWS Invest II Eurp Top Div XC DABC 7,55 6,12 15,88 EUR Sycomore Shared Growth A DABC 8,53 6,06 12,9 EUR Amundi Azionario Val Eurp a dist A DABC 7,05 5,92 17,97 EUR New Capital Dynamic Eurp Eq EUR Ord Inc DABC 7,91 5,81 15 EUR Fonditalia Equity Europe R DABC 6,49 5,76 16,21 EUR Euromobiliare PIR Italia Azionario A DABC 5,57 18,48 EUR JPM Europe Equity Plus A perf (acc) EUR DABC 7,64 5,03 19,38 EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 18 GIUGNO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI

VALUTA Schroder ISF EURO Equity C Dis EUR AV DABC 8,81 4,91 20,76 EUR AB Eurozone Eq Ptf IX Acc DABC 10,05 3,76 21,83 EUR Invesco Sus Pan Eurp Stu Eq C Acc EUR DABC 6,49 3,46 16,12 EUR Amundi Fds European Eq Val M2 EUR C DABC 8,64 3,39 25,13 EUR AB European Eq Ptf A Acc DABC 7,73 2,87 20,8 EUR JPM Europe Strategic Dividend A (acc)EUR DABC 4,78 2,66 20,43 EUR Tendercapital Secular Euro Instl € Acc DABC 4,83 1,18 16,74 EUR Schroder ISF Eurp Div Mxmsr C Acc EUR DABC 1,84 -4,24 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 20,69 18,53 18,92 SEK Arca Economia Reale Equity Italia I DABC 18,48 15,47 21 EUR Comgest Growth Eurp Smlr Coms EUR Acc DABC 17,45 13,3 18,47 EUR Wellington Pan Eurp Sm Cp Eq S EUR AccUh DABC 12,66 19,17 EUR BGF Swiss Small & MidCap Opps A2 CHF DABC 17,57 12,53 16,18 CHF Echiquier Entrepreneurs A DABC 16,24 12,27 17,81 EUR Threadneedle (Lux) Pan Eurp SmCp Opps AE DABC 14,69 12,13 19,24 EUR Symphonia Azionario Small Cap Italia DABC 15,88 11,59 19,34 EUR Echiquier Agenor SRI Mid Cap Euro B EUR DABC 13,98 11,08 15,14 EUR Echiquier Agenor SRI Mid Cap Eurp A DABC 14,06 11,06 15 EUR Threadneedle Eurp Smlr Coms Ins Acc GBP DABC 16,25 10,75 19,04 GBP Anima Iniziativa Italia F DABC 15,12 10,49 22,35 EUR T. Rowe Price Eurp Smlr Cm Eq I EUR DABC 15,06 9,52 20,76 EUR Sycomore Fund Happy @ Work I DABC 10,86 8,2 16,69 EUR Oddo BHF Avenir Europe CR-EUR DABC 12,15 7,84 17,71 EUR Oddo BHF Avenir Euro CR-EUR DABC 11,76 7,37 19,53 EUR Amundi Fds European Eq Sm Cp A EUR C DABC 7,39 4,47 22,61 EUR

Financials Sector Equity

Jupiter Financial Innovt L GBP A Inc DABC 15,63 9,32 24,09 GBP Polar Capital Global Ins A GBP Inc DABC 10,47 6,48 18,54 GBP

Global Emerging Markets Equity

Carmignac Pf Emergents F EUR Acc DABC 14,22 19,58 20,49 EUR Fidelity Emerging Mkts Foc I-Acc-USD DABC 17,53 16,06 18,73 USD JPM Emerging Markets Equity A (dist) USD DABC 17,47 15,88 20,25 USD Nordea 1 - Emerging Stars Equity BI EUR DABC 17,23 15,38 20,75 EUR BGF Emerging Markets A2 DABC 17,05 15 20,02 USD Capital Group New World (LUX) Z DABC 15,26 14,62 18,31 USD Driehaus Em Mkts Sust Eq C USD Acc DABC 17,11 14,59 18,36 USD Threadneedle Global EM Eq Ins Acc GBP DABC 15,18 14,35 22,85 GBP Wellington EM Development S USD Acc UnH DABC 17,96 14,23 19,99 USD GemEquity I DABC 16,97 13,94 20,68 EUR Schroder ISF Glb Em Mkt Opps C Acc USD DABC 17,03 13,66 21,31 USD AS SICAV I EM Sst & Rspnb Invmt EqI Acc$ DABC 13,21 21,41 USD Schroder ISF Em Mkts Eq Alp C Acc USD DABC 13,01 20,89 USD Candriam Sst Eq Em Mkts R € Acc DABC 15,89 12,88 20,16 EUR Fidelity Em Mkts A-DIST-USD DABC 14,09 12,63 20,42 USD Capital Group EM Growth (LUX) B DABC 15,29 12,62 19,16 USD Wellington Emerging Mkt Eq S USD Acc UnH DABC 15,94 12,62 21,5 USD GQG Partners Emerging Mkts Eq I EUR Acc DABC 12,43 17,92 EUR Wells Fargo (Lux) WF EM Eq I USD Acc DABC 14,76 12,42 19,86 USD Schroder ISF Glbl EM Smlr Coms C Acc USD DABC 12,68 12,17 22,4 USD Amundi Fds Em Mkts Eq Foc I USD C DABC 13,48 12,06 19,11 USD Fisher Invts Instl EM Smll Cp Eq ESG USD DABC 11,99 24,01 USD Templeton Emerging Markets A(Ydis)USD DABC 14,26 11,12 20,53 USD JPM Em Mkts Small Cap A (acc) perf EUR DABC 11,95 11,1 20,89 EUR RWC Global Emerging Markets B USD DABC 16,51 11,09 26,3 USD JPM Emerging Mkts Opps A (acc) USD DABC 15,76 10,98 19,61 USD Schroder ISF Em Mkts A Dis USD AV DABC 14,77 10,86 20,24 USD Federated Hermes Glb Em Mkts R EUR Acc DABC 14,55 10,85 20,65 EUR JPM Emerging Markets Div A (acc) EUR DABC 11,42 10,68 19,69 EUR Candriam Eqs L Em Mkts C EUR Cap DABC 14,08 10,65 20,73 EUR Allianz GEM Equity High Div I EUR DABC 13,26 10,53 19,45 EUR Vontobel mtx Sust EmMkts Ldrs I USD DABC 16,1 10,43 18,13 USD Pictet-Emerging Markets Index I USD DABC 13,31 9,13 19,08 USD CSIF (Lux) Equity Emerging Mkts QB EUR DABC 12,07 8,33 19,02 EUR Eurizon Equity Emerging Mkts LTE Z Acc DABC 11,49 8,12 19,86 EUR iShares EmergMkts Idx (IE) Flex Acc GBP DABC 14,32 7,8 19,58 GBP Vontobel Emerging Markets Eq A USD DABC 8,69 7,66 17,77 USD

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Global Equity Large Cap

MS INVF Global Insight Z DABC 28,57 28,64 24,58 USD GAM Star Disruptive Gr Instl USD Acc DABC 31,13 27,34 20,89 USD Artisan Global Discovery I USD Acc DABC 22,95 19,11 USD T. Rowe Price Glb Foc Gr Eq A USD DABC 23,35 22,39 20,6 USD MS INVF Global Opportunity Z DABC 26,42 21,7 19,72 USD AMP Capital Global Companies I USD Acc DABC 20,87 17,25 USD DPAM INVEST B Eqs NewGems Sust A Dis DABC 20,41 20,59 19,01 EUR Schroder ISF Glb Clmt Chg Eq C Acc USD DABC 19,52 20,42 20,23 USD Threadneedle (Lux) Global Focus W DABC 18,82 19,96 16,17 USD Loomis Sayles Global Gr Eq Q/A USD DABC 20,14 19,87 17,27 USD CPR Invest Glbl Dsrpt Opp R EUR Acc DABC 19,35 21,92 EUR Aviva Investors Glbl Eq Endur I USD Acc DABC 19,33 18,39 USD Robeco Global Consumer Trends D € DABC 20,93 19,3 17,56 EUR UBAM 30 Global Leaders Equity IHC USD DABC 18,14 18,77 15,98 USD Artisan Global Opportunities I EUR Acc DABC 18,85 18,54 17,6 EUR Capital Group New Pers (LUX) ZL DABC 18,79 18,23 18,89 USD Legg Mason MC Glb L-T Uncons S GBP Acc DABC 17,74 15,87 GBP Artisan Global Equity I USD Acc DABC 18,36 17,41 16,77 USD Vontobel Clean Technology I EUR DABC 14,98 17,21 19,85 EUR Pictet - Global Envir Opps I USD DABC 17,13 17,08 18,63 USD Nikko AM Global Equity A USD Acc DABC 18,68 17,05 17,06 USD DPAM INVEST B Equities World Sust A Dis DABC 16,23 16,56 15,5 EUR Robeco Sust Global Stars Eqs Fd EUR DABC 15,9 16,33 17,88 EUR Fundsmith Equity I EUR Acc DABC 17,02 16,32 15,4 EUR Seilern World Growth CHF H R DABC 17,07 16,02 19,25 CHF Pictet-Security I USD DABC 15,87 15,94 18,72 USD Federated Hermes Imp Opps Eq X USD Acc DABC 15,9 20,18 USD Wellington Glbl Quality Gr $ S Acc UnH DABC 18,12 15,88 16,93 USD Robeco Sustainable Glbl Stars Eqs D EUR DABC 14,82 15,83 17,39 EUR DNCA Invest Beyond Global Leaders I EUR DABC 14,67 15,55 17,42 EUR Ninety One GSF Glb Frchs I Acc USD DABC 14,28 15,55 15,36 USD BNY Mellon Long-Term Glbl Eq USD C Acc DABC 15,39 14,89 16,52 USD Man GLG RI Global Sustainable Gr I USD DABC 17,02 14,83 16,04 USD Fidelity Global Focus A-Dis-USD DABC 15,82 14,75 16,81 USD MS INVF Global Quality Z DABC 14,69 14,72 15,42 USD DPAM Equities L World SRI MSCI Index F DABC 14,58 17 EUR LGT Sustainable Equity Global E USD DABC 14,52 16,76 USD LGT Sustainable EF Global (EUR) IM DABC 13,91 14,21 16,78 EUR Pictet-Global Megatrend Sel I USD DABC 15,76 14,19 18,49 USD State Street World ESG Index Eq I USD DABC 14,73 14,15 17,78 USD MS INVF Global Brands A USD DABC 14,06 14,06 14,65 USD Ninety One GSF Glb Qul Eq Inc I Inc USD DABC 11,39 13,99 14,54 USD Carmignac Investissement A EUR Acc DABC 11,37 13,82 19,19 EUR Vontobel Global Equity A USD DABC 14,57 13,82 16,35 USD Comgest Growth World USD Acc DABC 16,53 13,73 13,35 USD

I FONDI CON MARCHIO FUNDSPEOPLE 2021 DATI AL 18 GIUGNO 2021

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Russell Investments Glb Lw Crbn Eq A USD DABC

13,71 18,11 USD JPM Global Focus A (dist) EUR DABC 14,22 13,68 20,12 EUR MS INVF Global Brands Eq Inc Z DABC 12,94 13,66 13,94 USD Guinness Global Equity Inc D USD Dist DABC 12,53 13,57 16,11 USD Candriam Eqs L Glbl Demography C EUR Cap DABC 13,31 13,55 17,81 EUR AXAWF Global Factors-Sust Eq I Cap USD DABC 13,38 13,47 15,64 USD Vanguard Glb Stk Idx $ Acc DABC 14,45 13,42 18,24 USD Fidelity Global Equity Inc I-Acc-USD DABC 11,27 13,4 13,27 USD Eurizon Azionario Intl Etico DABC 12,83 13 18,97 EUR Mirabaud Sustainable Glbl Fcs A USD Acc DABC 14,86 12,96 15,79 USD Vanguard ESG Dev Wld All Cp Eq IdxEURAcc DABC 13,31 12,95 18,2 EUR MFS Meridian Global Equity A1 USD DABC 12,8 12,76 18,45 USD Amundi IS MSCI World IE-C DABC 13,31 12,66 18,47 EUR Pictet SmartCity I dm GBP DABC 12,1 12,58 17,95 GBP CS (Lux) Security Equity BH CHF DABC 14,47 12,51 24,09 CHF Fundquest Ethisworld B A/I DABC 12,1 12,39 17,54 EUR Fidelity World A-Dis-EUR DABC 13,72 12,08 19 EUR iShares Dev Wld ESG Scrn Idx(IE)FlexDis£ DABC 15,57 12,07 18,45 GBP RobecoSAM Global SDG Equities S EUR Acc DABC 12,02 14,16 EUR Ardevora Global Long Only Eq C GBP Acc DABC 16,97 11,97 19,14 GBP L&G World Equity Index I GBP Acc DABC 11,96 18,3 GBP DWS Invest ESG Equity Income XD DABC 11,9 14,29 EUR RobecoSAM Glbl Gndr Eqlty Imp Eqs I EUR DABC 13,32 11,84 16,69 EUR Pictet - Global Thematic Opps-I GBP DABC 11,83 18,69 GBP MFS Meridian Global Rsrch Focus A1 USD DABC 12,81 11,79 16,83 USD Dimensional Global Core Equity A DABC 13,51 11,78 19,85 USD Fidelity Global Dividend I-Acc-EUR DABC 9,59 11,65 13,74 EUR M&G (Lux) Glb Dividend CI USD Acc DABC 13,79 11,42 22,4 USD Fidelity FIRST All Country Wld I-Acc-GBP DABC 14,42 11,3 17,42 GBP Pictet - Quest Global Equities I EUR DABC 10,94 11,23 16,39 EUR Capital Group WorldDivGrw (LUX) Z DABC 10,16 11,05 15,01 USD LUX IM Pictet Future Trends EX DABC 9,49 10,74 19,5 EUR BNY Mellon Global Equity Inc USD C Inc DABC 9,95 10,35 16,81 USD AB SICAV I Low Volatility Eq S1 USD Acc DABC 11,72 10,16 14,72 USD BL-Equities Dividend A EUR DABC 8,73 10,16 12,21 EUR Gamax Funds Junior A DABC 11,69 9,63 15,05 EUR Ardevora Global Equity B GBP Acc DABC 14,11 9,41 16,43 GBP CS (Lux) Global Div Plus Eq EB USD DABC 9,61 9,11 15,52 USD Amundi Fds Glb Eq Sust Inc I2 EUR C DABC 8,11 8,51 16,13 EUR LUX IM Blackrock Global Equity Div FX DABC 11,3 8,44 16,7 EUR State Street Glbl ESG Scrn Defv Eq I DABC 8,29 6,46 13,8 USD Antipodes Global F USD Acc DABC 6,31 15,04 USD Anima Valore Globale A DABC 9,03 6,04 21,45 EUR AZ Fd 1 AZ Eq Glb Gr A-AZ Acc DABC 9,6 4,65 23,69 EUR Schroder ISF Glb Div Mxmsr C Acc USD DABC 7,81 3,52 21,77 USD Mediolanum BB Dynamic Intl Val Opp LA DABC 4,28 0,74 19,13 EUR Fonditalia Millennials Equity T DABC EUR Fidelity World FAM L Acc DABC EUR Fidelity Global Dividend FAM A acc DABC EUR Mediolanum Innovative Thematic Opport L DABC EUR

Global Equity Mid/Small Cap

Threadneedle (Lux) Glb Smlr Coms IE DABC 20,51 18,49 20,53 EUR Nordea 1 - Global Climate & Envir BI EUR DABC 18,17 18,22 19,92 EUR BNP Paribas Climate Impact Privl C DABC 15,81 18,1 20,03 EUR Vanguard Global Small-Cap Idx USD Acc DABC 13,66 10,29 23,04 USD L&G Global Small Cap Eq Idx C GBP Acc DABC 8,89 23,15 GBP

Greater China Equity

JPM China A-Share Opps C (acc) EUR DABC 21,33 22,5 21,26 EUR

FONDO MARCHIO

RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI VALUTA

Matthews China Small Coms Fd I USD Acc DABC 27,21 21,13 21,35 USD JPM China A (dist) USD DABC 25,92 20,61 23,15 USD Schroder ISF China A E Acc USD DABC 19,94 18,97 USD Schroder ISF Greater China C Acc USD DABC 22,36 16,5 20,6 USD BNP Paribas China Eq Cl D DABC 21,9 16,11 20,37 USD Robeco Chinese Equities D € DABC 19,35 14,29 21,81 EUR Eurizon Equity China A Z Acc DABC 14,17 21,55 EUR UBS(Lux) Invm CHN A Opp USD P Acc USD DABC 24,09 13,65 19,07 USD AS SICAV I All China Equity A Acc USD DABC 16,31 11,97 20,65 USD UBS (Lux) EF Greater China (USD) P DABC 21,31 11,73 20,09 USD Templeton China A(acc)USD DABC 16,21 9,69 19,01 USD UBS (Lux) EF China Oppo(USD) P USD acc DABC 20,39 9,2 18,69 USD Invesco Greater China Equity A USD Acc DABC 15,08 8,81 18,89 USD Fidelity China Consumer Y-Acc-USD DABC 17,57 8,45 19,82 USD FSSA Hong Kong Growth III USD Acc DABC 16,75 7,63 17,77 USD Threadneedle China Opps Ins Acc GBP DABC 17,36 5,48 20,59 GBP Fonditalia Equity China T DABC 12,71 3,89 20,94 EUR

Healthcare Sector Equity

CS (Lux) Digital Health Equity SB USD DABC

30 26,02 USD Polar Capital Biotech S Inc DABC 22,6 18,56 22,85 USD JPM Global Healthcare C (acc) USD DABC 14,11 16,58 16,63 USD AB International HC AX USD Acc DABC 15,4 16,06 14,8 USD BGF World Healthscience A2 DABC 13,63 15,44 14,92 USD Janus Henderson Glb Life Scn I2 USD DABC 14,52 15,07 17,67 USD Fidelity Global Health Care A-Dis-EUR DABC 11,53 14,93 14,18 EUR Pictet-Health I USD DABC 10,29 12,32 17,21 USD Variopartner MIV Global Medtech P1 CHF DABC 15,35 11,7 17,92 CHF Pictet-Biotech PUSD DABC 11,97 11,04 22,6 USD Franklin Biotechnology Discv A(acc)USD DABC 11,26 9,54 24,3 USD

India Equity

PineBridge India Equity Y DABC 11,44 12,27 21,08 USD Schroder ISF Indian Opports E Acc USD DABC 13,23 11,92 23,69 USD Schroder ISF Indian Equity C Acc USD DABC 10,99 8,17 23,39 USD

Industrials Sector Equity

DWS Smart Industrial Technologies LD DABC 14,26 12,56 24,24 EUR

Infrastructure Sector Equity

MS INVF Global Infrastructure Z DABC 7,93 9,79 15,36 USD

Japan Equity

FSSA Japan Equity III USD Acc DABC 16,52 12,62 21,42 USD JPM Japan Equity A (dist) USD DABC 13,15 10,21 19,94 USD Threadneedle Japan Ins Acc GBP DABC 14,29 8,59 18,9 GBP T. Rowe Price Japanese Equity I EUR DABC 13,03 8,56 19,89 EUR Baillie Gifford WW Japanese B JPY Acc DABC 15,98 8,29 18,91 JPY Invesco Japanese Eq Adv C JPY Acc DABC 13,49 7,45 18,03 JPY Janus Henderson Hrzn Jpn Smr Coms A2 USD DABC 10,78 7,21 20,15 USD iShares Japan Index (IE) Flex Acc USD DABC 10,82 6,63 17,25 USD Vanguard Jpn Stk Idx $ Acc DABC 10,41 6,49 17,09 USD Capital Group Japan Eq (LUX) B DABC 10,01 6,12 18,87 EUR Jupiter Japan Select L EUR Acc DABC 10,9 6,08 18,22 EUR GAM Star Japan Ldrs B EUR Acc DABC 9,77 5,87 19,45 EUR Matthews Japan Fund I GBP Acc DABC 11,18 5,11 19,61 GBP AS SICAV I Jpn SmlrComs A Acc GBP DABC 10,22 3,3 20,22 GBP Eurizon Equity Japan R Acc DABC 6,88 2,18 18,35 EUR

Latin America Equity

DWS Invest Brazilian Equities LC DABC 21,73 28,6 38,82 EUR DWS Invest Latin American Eqs FC DABC 14,21 19,16 33,14 EUR Schroder ISF Latin American A Dis AV DABC 10,14 9,39 33,19 USD

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Threadneedle Latin America Retial Acc DABC 7,11 5,12 33,43 GBP

Long/Short Equity

GAM Star Alpha Technology USD Inc DABC 14,59 14,41 10,94 USD JPM US Hedged Equity I (acc) USD DABC 10,56 8,43 USD Pictet TR - Mandarin I USD DABC 14,35 9,54 7,53 USD Man GLG Innovation Eq Alt IN USD Acc DABC 6,96 5,09 USD Neuberger Berman US L S Eq USD I Acc DABC 6,77 6,41 8,73 USD MW TOPS UCITS A GBP DABC 5,53 5,37 12,53 GBP Pictet TR - Atlas I EUR DABC 5,32 7,56 EUR ANIMA Star High Potential Europe Prestig DABC 4,1 5,31 4,41 EUR Eleva UCITS Eleva Abs Ret Eurp S EUR acc DABC 7,49 5,31 4,2 EUR Anima Alto Potenziale Europa A DABC 4,01 5,12 4,34 EUR Carmignac Pf L-S Eurp Eqs F EUR Acc DABC 8,64 4,79 8,09 EUR Janus HndrsnAbsolute Return A2 GBP DABC 2,05 1,76 2,56 GBP LUX IM Alpha Green DX DABC -2,32 -1,38 5,13 EUR

Natural Resources Sector Equity

BGF World Mining A2 DABC 17,27 14,51 28,46 USD AS SICAV I WldResEq S USD Acc DABC 11,19 6,85 23,45 USD

Precious Metals Sector Equity

DWS Invest Gold and Prec Mtl Eqs FC DABC 7,88 19,72 35,56 EUR BGF World Gold A2 DABC 3,63 15,04 35,15 USD

Real Estate Sector Equity

Janus Henderson Hrzn GlblPtyEqsI2USD DABC 10,4 12,84 17,64 USD Janus Henderson Glb Rl Est I1q USD DABC 11,1 12,12 16,36 USD Allianz European Real Estate Sec AT EUR DABC 8,08 7,45 15,83 EUR DPAM INVEST B RealEst Eur Sus Div F DABC 7,95 6,36 17,08 EUR

Technology Sector Equity

JPM US Technology A (dist) USD DABC 35,47 32,34 25,92 USD BGF World Technology A2 DABC 36,01 31,41 23,63 USD Allianz Global Artfcl Intlgc W EUR DABC 31,04 27,34 EUR Franklin Technology A Acc USD DABC 31,04 28,99 21,6 USD Fidelity Global Technology A-Dis-EUR DABC 27,63 27,38 20,71 EUR Janus Henderson Glb Tech&Inno I2 USD DABC 30,58 26,36 19,84 USD Polar Capital Global Tech Inc DABC 30,3 24,78 19,27 USD AS SICAV I Global Inno Eq A Acc GBP DABC 23,65 23,24 20,36 GBP Pictet - Robotics I dy EUR DABC 24,55 22,76 22,75 EUR CS (Lux) Robotics Equity SB USD DABC 15,21 22,83 USD Pictet-Digital PUSD DABC 19,32 14,84 18,02 USD

UK Equity Large Cap

Liontrust GF Spec Sits C3 Instl Acc £ DABC 12,01 6,73 14,5 GBP Threadneedle (Lux) UK Equity Income IG DABC 2,88 17,11 GBP

US Equity Large Cap Blend

Wells Fargo (Lux) WF USAllCpGr I USD Acc DABC 24,15 22,17 22,87 USD Franklin US Opportunities A(acc)USD DABC 21,65 20,27 20,44 USD Fiera Capital US Equity B Acc DABC 18,19 18,22 17,96 USD Ninety One GSF American Fran A Inc USD DABC 19,82 18,19 16,54 USD DPAM Equities L US SRI MSCI Index F DABC 18,14 17,6 EUR Amundi Fds US Pioneer Fund A USD C DABC 16,92 17,74 17,51 USD AAF-Parnassus US Sust Eqs C EUR Acc DABC 17,61 16,3 EUR JPM US Select Equity A (acc) USD DABC 16,94 17,21 19,4 USD iShares US Index (IE) Flex Acc USD DABC 17,31 16,94 18,92 USD JPM US Equity All Cap C (acc) USD DABC 18,16 16,86 20,61 USD StocksPLUS™ Instl USD Acc DABC 17,25 16,59 19,5 USD Amundi Inv US Equity X DABC 16,48 18,84 EUR JPM US Select Equity Plus A (acc) USD DABC 16,98 16,36 19,41 USD Wellington US Research Eq $ S Acc UnH DABC 16,29 16,11 19,54 USD Findlay Park American USD DABC 16,28 16,02 15,76 USD State Street US ESG Scrn Idx Eq P USD DABC 16,34 16,02 18,85 USD Pictet-USA Index P USD DABC 16,42 16 18,51 USD Vanguard U.S. 500 Stk Idx $ Acc DABC 16,46 15,92 18,53 USD BL-Equities America B USD DABC 15,71 15,87 18,51 USD AB Select US Equity S1 USD Acc DABC 16,6 15,8 17,79 USD Eurizon Equity USA Z Acc DABC 15,41 15,61 19,01 EUR AXA Rosenberg US Enh Idx Eq Alp A $ Acc DABC 16,31 15,59 18,46 USD DPAM Capital B Eqs US Idx B EUR Cap DABC 15,35 15,44 18,69 EUR Interfund Equity Team USA A DABC 13,72 13,33 19,78 EUR Amundi Fds Pinr US Eq Rsrch E2 EUR C DABC 14,57 12,86 18,95 EUR

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US Equity Large Cap Growth

MS INVF US Growth I

DABC 34,87 35,11 26,52 USD MS INVF US Advantage I DABC 26,86 27,48 22,03 USD Brown Advisory US Sust Gr USD C Acc DABC 24,09 17,33 USD Edgewood L Sel US Select Growth A USD DABC 25,42 23,19 18,03 USD EdR US Growth I DABC 24,2 22,29 17,91 USD JPM US Growth A (dist) GBP DABC 26,53 22,23 22,59 GBP AB American Gr Ptf AX USD Acc DABC 22,62 21,97 16,96 USD Brown Advisory US Equity Growth $ B DABC 22,23 21,87 18,62 USD Wells Fargo (Lux) WF USLrgCpGr IUSD Acc DABC 23,41 20,9 18,51 USD Amundi Fds Pinr US EqFdm Gr M2 EUR C DABC 17,45 18,86 18,02 EUR Seilern America USD U R DABC 20,68 18,67 18,03 USD Legg Mason CB US Lg Cp Gr B USD Dis(A) DABC 18,41 17,54 19,16 USD JPM America Equity A (dist) USD DABC 17,69 16,58 20,36 USD Vontobel US Equity A USD DABC 16,14 15,05 17,51 USD

US Equity Large Cap Value

Heptagon Yacktman US Equity C USD Acc DABC 13,98 16,31 15,23 USD AXA Rosenberg US Equity Alpha A USD Acc DABC 14,73 13,38 19,79 USD DWS Invest CROCI US Dividends USD IC DABC 14,91 13,31 20,89 USD Threadneedle US Eq Inc Z Inc GBP DABC 14,75 12,67 16,98 GBP DPAM CAP B Eq US Div Sus F DABC 12,38 12,34 18,82 EUR JPM US Value A (dist) GBP DABC 11,97 9,13 21,09 GBP NN (L) US High Dividend P Cap USD DABC 10,49 8,32 17,66 USD

US Equity Small Cap

T. Rowe Price US Smlr Cm Eq A USD DABC 18,26 18,42 20,78 USD Alger Small Cap Focus I US DABC 25,38 17,87 25,54 USD Brown Advisory US SmlrComs Dollar B Acc DABC 18,43 17,68 24,27 USD

Convertibles

Franklin Glbl Convert Secs I(acc)USD DABC 16,41 17,58 14,72 USD Calamos Global Convertible A USD Acc DABC 12,4 14 11,99 USD Lazard Convertible Global PC EUR DABC 13,33 11,68 12,86 EUR MS INVF Global Convertible Bond A USD DABC 9,13 11,1 10,27 USD UBS (Lux) IF Global Convert Bonds YA DABC 10,37 10,48 12,61 CHF Schroder ISF Glb Convert Bd C Acc USD DABC 9,45 10,3 9,34 USD JPM Global Convert (EUR) A (dist) EUR DABC 8,55 10,18 12,8 EUR CQS Global Convertible UCITS C $Hdg Acc DABC 10,34 10,15 8,94 USD Alma US Convertible Fd I EUR Hedged Cap DABC 9,28 10,05 17,22 EUR UBS (Lux) BS Convt Glbl € P-acc DABC 8,61 8,68 12,81 EUR BPER Intl SICAV Global Convertible Bond DABC 8,34 8,46 12,5 EUR UniInstitutional Global Conv Sustn EUR A DABC 7,18 7,71 9,4 EUR UBAM Global Convertible Bond AHC CHF DABC 6,29 6,78 11,1 CHF Macquarie Global Convertible B EUR acc DABC 6,4 5,54 8,82 EUR G Fund European Convertible Bd IC EUR DABC 5,19 4,01 6,83 EUR Groupama Convertibles ID DABC 4,62 3,96 5,68 EUR Ellipsis Convertible Risk Adjusted SEUR DABC 3,78 2,72 6,02 EUR

Commodities Broad Basket

NN (L) Commodity Enhanced I Cap USD DABC 3,19 3,37 13,3 USD

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Alternative Miscellaneous

BSF Global Event Driven Z2 USD DABC 6,59 7,55 5,22 USD Lyxor/Tiedemann Arbitrage Strat I USD DABC 5,21 4,97 4,87 USD Lyxor Epsilon Global Trend I DABC 3,73 3,78 6,92 EUR Fort Global UCITS Contrarian B EUR Acc DABC 3,25 3,51 7,37 EUR Alpi Hedge A DABC 2,18 3,31 5,88 EUR GS Alternative Trend I Acc USD DABC 3,42 3,19 7,21 USD Leadersel Event Driven B Acc DABC 2,02 1,99 8,79 EUR

Global Macro

PGIM QMAW KS Abs Ret USD IAcc DABC 7,85 7,67 6,63 USD Amundi Fds Multi-Strat Gr M2 EUR C DABC 5,09 5,17 6,6 EUR JPM Global Macro Opps A (acc) EUR DABC 3,56 3,48 5,08 EUR Amundi Fds Abs Ret MS M2 EUR C DABC 2,64 2,85 5,29 EUR Fulcrum Diversified Absolute Ret F € Inc DABC 2,63 5,52 EUR H2O Largo IC EUR DABC 2,3 4,17 EUR Amundi SF Abs Ret Mlt-Strat Cntrl H ND DABC 1,57 4,46 EUR Eurizon Absolute Prudent R Acc DABC 0,49 0,97 1,68 EUR GMO SGM Major Markets Investment A USD DABC 0,66 4,47 USD Invesco Global Targeted Ret Z EUR Acc DABC -0,89 -1,43 3,18 EUR

Market Neutral

Aegon Global Eq Mkts Netrl GBP C Acc DABC 7,36 11,13 GBP MW Systematic Alpha UCITS B USD DABC 4,74 4,98 5,23 USD Man GLG Alpha Select Alt IL GBP Acc DABC 6,59 4,76 8,21 GBP BSF European Absolute Return D2 EUR DABC 2,43 4,31 4,37 EUR Exane Funds 2 Exane Pleiade B EUR Acc DABC 1,93 3,66 3,65 EUR LGT Sustainable Equity Mkt Netrl E USD DABC 3,61 3,14 USD Janus HndrsnGlbl Equity MN I2 USD DABC 3,15 3,77 USD BMO Real Estate Eq Mkt Netrl B Acc EUR DABC 2,46 2,91 2,42 EUR DCI Market Netrl Crdt UCITS A Fndr USD DABC 3,07 2,17 1,95 USD Pictet TR - Agora I GBP DABC 5,65 2,06 5,73 GBP Exane Funds 1 Exane Ceres Fund A DABC 1,65 1,33 3,57 EUR

Multialternative

Nordea 1 - Alpha 15 MA BI EUR DABC 8,27 8,73 9,49 EUR NN (L) Alternative Beta I Cap USD DABC 6,86 7,13 7,14 USD BCV Liquid Alternative Beta B (USD) DABC 5,94 5,64 8,22 USD Nordea 1 - Alpha 10 MA BI EUR DABC 4,96 5,45 6,41 EUR LFIS Vision UCITS Pers Str IS Acc DABC 5,8 4,63 6,15 EUR Franklin K2 Alt Strats I(acc)USD DABC 4,88 4,09 5,96 USD HSBC GIF Multi-Asset Style Factors IC DABC 3,11 4,2 EUR Pictet TR - Div Alpha J EUR DABC 2,05 1,15 3,51 EUR

Aggressive Allocation

MFS Meridian Prudent Wealth I1 USD DABC 9,83 9,62 6,23 USD Mediolanum BB MS Glbl Sel L A DABC 11,69 9,51 12,39 EUR UniRak Nachhaltig A DABC 8,47 8,94 10,23 EUR DPAM HORIZON B Active Strategy A DABC 9,15 8,61 12,47 EUR Eurizon Manager Selection MS 70 DABC 8,1 7,58 12,89 EUR First Eagle Amundi International AU-C DABC 7,06 6,73 14,8 USD Eurizon Progetto Italia 70 PIR DABC 6,72 15,66 EUR BL-Global 75 B EUR DABC 5,93 6,52 7,88 EUR FvS - Multi Asset - Growth I DABC 7,37 6,13 10,18 EUR Carmignac Profil Réactif 75 A EUR Acc DABC 7,11 5,81 9,19 EUR LUX IM ESG Generali InvmtsDiversStrat HX DABC 4,91 17,47 EUR Pramerica Sicav Obiettivo Equilibrio A DABC 4,79 9,82 EUR

Allocation Miscellaneous

Carmignac Pf Emerg Patrim A EUR Acc DABC 7,81 11,49 13,33 EUR LUX IM Innovation Strategy HX DABC 10,57 17,21 EUR CS Carmignac Emerg Mkts Mlt-Ast B USD DABC 10,24 11,55 USD

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VALUTA JPM Total Emerging Mkts Inc A (mth) USD DABC 9,06 8,91 15 USD UBS (Lux) KSS As GlStr Bal$ HKD P-acc DABC 8,37 6,6 11,42 HKD HSBC GIF Mgd Solu Asia Focus Inc AM2 DABC 6,49 6,21 8,88 USD Mediolanum BB Financial Income Strat LA DABC 6,48 5,49 15,05 EUR BancoPosta Orizzonte Reddito A DABC 3,25 10,21 EUR AZ Fd1 AZ Allc Asset Timing A-AZ DABC 0,65 2,91 8,23 EUR Gestielle Profilo Cedola III DABC -0,27 9,29 EUR Euromobiliare Equity Mid Small Cap A DABC EUR

Cautious Allocation

GS Global MA Cnsv I Acc USD DABC 6,36 7,32 7,82 USD Amundi Fds Global MA Cnsrv M2 EUR C DABC 5,4 6,88 5,31 EUR Schroder ISF Glbl MA Bal C Acc EUR DABC 4,65 6,49 8,89 EUR UBAM Multifunds Allocation 30 AC USD DABC 6,19 6,21 7,18 USD UniRak Nachhaltig Konservativ A DABC 5,72 6,43 EUR Allianz Capital Plus WT EUR DABC 4,76 5,59 5,89 EUR PBFI Access Capital Presv (USD) C (acc) DABC 5,07 5,45 4,71 USD Anima Crescita Italia F DABC 5,32 9,58 EUR Dachfonds Südtirol I T DABC 3,81 5 5,75 EUR Amundi Fds Glb MA Trg Inc A2 EUR C DABC 3,94 4,76 7,61 EUR Butler Credit Opps CHF Ins Fdr Pld DABC 4,48 4,97 CHF Amundi Fds Euro MA Trgt Inc M2 EUR QTI D DABC 4,42 7,08 EUR BlackRock Multi Asset Cnsrv Sel D AccEUR DABC 4,39 6,64 EUR Etica Rendita Bilanciata I DABC 4,12 4,27 5,85 EUR Pharus SICAV Conservative A EUR Acc DABC 2,5 4,16 4,32 EUR Ninety One GSF Glb MA Inc A Acc USD DABC 4,24 4,1 4,98 USD Invesco Pan European Hi Inc A EUR QD DABC 4,48 4,08 9,37 EUR JPM Global Income Cnsrv C (acc) EUR DABC 4,08 5,51 EUR Amundi Fds Mlt Asst Sust Fut I EUR C DABC 3,93 4,07 5,35 EUR Amundi Obbl Più a distribuzione A DABC 2,8 3,9 4,29 EUR Arca Economia Reale Bilan Italia 30 P DABC 3,86 8,65 EUR BSF European Select Strategies I4 EUR DABC 3,47 3,86 6,67 EUR NEF Ethical Balanced Conservative I DABC 3,81 4,83 EUR Raiffeisen-Nachhaltigkeit-Solide I A DABC 3,07 3,81 4,69 EUR ODDO BHF Polaris Moderate DRW EUR DABC 3,17 3,8 5,17 EUR Pictet-Multi Asset Global Opps I EUR DABC 3,59 3,69 4,54 EUR PBFI Access Cpl Prsv (EUR) C (acc) DABC 3,38 3,66 4,43 EUR 8a+ Nextam Obbligazionario Misto R DABC 3,18 3,63 5,88 EUR Allianz Dyn MltAst Stgy SRI15 I EUR DABC 3,29 3,6 4,98 EUR SWC (LU) PF Resp Select (EUR) AA DABC 3,21 3,5 5,86 EUR Nordea 1 - Balanced Income BI EUR DABC 2,49 3,38 3,24 EUR Allianz MultiPartner - Multi20 DABC 2,57 3,35 4,36 EUR Pramerica Sicav Social 4 Future A DABC 2,37 3,23 6,74 EUR M&G (Lux) Optimal Income CI EUR Acc DABC 3,61 3,22 7,24 EUR DPAM L Patrimonial A DABC 2,55 3,2 5,41 EUR Raiffeisen Nachhaltigkeit Div I A DABC 2,32 3,17 2,8 EUR Candriam Sst Defesv Asst Allc I € Acc DABC 2,85 3,15 4,62 EUR CS (Lux) Portfolio Yield CHF A DABC 2,78 3,08 6,74 CHF SWC (LU) PF Resp Select (CHF) AA DABC 2,89 3,06 5,27 CHF Eurizon Manager Selection MS 10 DABC 2,11 2,99 4,57 EUR Eurizon Diversificato Etico DABC 2,64 2,95 3,09 EUR Eurizon Conservative Allc R EUR Acc DABC 2,17 2,93 6,07 EUR New Millennium Balanced World Cnsrv I DABC 3,04 2,8 4,89 EUR Anima Forza Moderato A DABC 2,86 2,75 6,44 EUR LUX IM UBS Active Defender HX DABC 2,73 5,15 EUR Ellipsis European Credit Allocation SEUR DABC 2,84 2,47 4,91 EUR Anima Vespucci F DABC 2,45 4,67 EUR SWC (LU) PF Resp Relax (CHF) AA DABC 0,9 2,42 4,49 CHF Natixis Conservative Risk Prty I/A EUR DABC 1,95 2,38 4,01 EUR

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VALUTA Amundi Fds Mlt Asst Rl Ret I EUR C DABC 2,46 2,35 6,57 EUR Pramerica Sicav Obiettivo Stabilità A DABC 1,81 3,53 EUR Etica Obbligazionario Misto R DABC 1,41 1,71 3,13 EUR DNCA Invest Eurose I EUR DABC 3,23 1,47 8,86 EUR Vontobel Multi Asset Defensive E EUR DABC 0,94 3,12 EUR M&G (Lux) Conservative Allc CI EUR Acc DABC 3,21 0,89 9,24 EUR M&G Optimal Income Fam L Acc EUR Acc DABC EUR

Flexible Allocation

BL-Global Flexible USD B

FvS Multiple Opportunities II I Varenne Valeur A-EUR

R-co Valor C EUR

DABC 8,92 9,66 9,3 USD DABC 7,89 9,08 8,98 EUR DABC 7,82 9,08 9,19 EUR DABC 12,47 8,92 17,2 EUR BL-Global Flexible EUR A DABC 7,1 8,55 9,03 EUR Capital Group EM Tot Opp (LUX) B DABC 7,1 7,8 13,93 USD AQR Global Risk Parity UCITS A1 USD Acc DABC 6,76 7,48 8,88 USD EIS Flexible Equity Strategy 3 I DABC 7,38 9,86 EUR BNY Mellon Glbl Rl Ret (EUR) C Acc DABC 3,73 7,23 7,27 EUR BNY Mellon Global Real Ret (GBP) C Inc DABC 3,97 6,89 7,27 GBP PIMCO GIS Dyn Mlt-Asst Instl EUR Inc DABC 6,15 6,81 5,47 EUR Odey Opportunity I EUR Acc DABC 7,09 6,79 8,26 EUR Raiffeisen-Nachhaltigkeit-Mix R A DABC 6,36 6,61 8,95 EUR Comgest Growth Global Flex I EUR Acc DABC 6,55 7,42 EUR Raiffeisen-GlobalAll-StrategiesPlus S T DABC 4,8 6,18 6,49 EUR Sidera Funds Balanced Growth B Acc DABC 5,89 8,54 EUR Kairos Cerere DABC 5,69 5,73 8,69 EUR Candriam L Mlt-Asst Inc & Gr C EUR Inc DABC 4,72 5,66 6,28 EUR Pramerica Sicav Global Dynamic Allc I DABC 6,66 5,63 9,44 EUR EIS Tactical Global Risk Control I DABC 5,47 8,15 EUR Invesco Balanced-Risk Select Z EUR Acc DABC 6,23 5,27 9,24 EUR Lyxor Invmt Fds Flexible Allc I EUR DABC 5,13 5,26 7,23 EUR Invesco Balanced-Risk Allc C EUR Acc DABC 5,39 5,16 9,23 EUR LO Funds All Roads SH GBP NA DABC 5,52 5,16 4,91 GBP Euromobiliare Science 4 Life A DABC 3,81 4,95 7,66 EUR BSF Dynamic Diversified Growth I2 EUR DABC 4,52 4,91 6,4 EUR EIS Flexible Plus 4 I DABC 5,04 4,9 7,7 EUR Lyxor Planet A - EUR DABC 4,87 4,66 7,47 EUR EIS Eurozone Asymmetric Strategy I DABC 3,75 4,53 9,29 EUR EIS Flexible Beta 6 I DABC 1,24 4,46 2,96 EUR BlackRock ISF Market Advtg Strat B € Acc DABC 5,41 4,14 11,32 EUR ANIMA Global Macro I EUR DABC 3,98 5,41 EUR EIS Flexible Plus 7 I Cap DABC 3,9 3,08 EUR Epsilon Fund Enh Const Rk Contrib I€ Acc DABC 4,14 3,81 5,6 EUR AXAWF Optimal Income F Cap EUR pf DABC 5,05 3,65 10,26 EUR EIS Flexible Plus 3 I DABC 3,14 3,51 3,42 EUR EuroFundLux - TR Flex Aggressive B DABC 3,13 3,35 5,68 EUR Tikehau Income Cross Assets C Acc EUR DABC 3,15 3,22 5,47 EUR JPM Global Multi Strategy Inc A (div)EUR DABC 3,78 3,19 9,49 EUR SUMUS Strategic Large EUR Sub B Cap DABC 3,63 2,78 8,04 EUR MS INVF Global Bal Rsk Contr FOF A DABC 3,99 2,62 6,78 EUR M&G (Lux) Dynamic Allocation CI EUR Acc DABC 5,22 2,53 12,86 EUR Sidera Funds Equity Global Leaders B Acc DABC 5,75 2,47 7,02 EUR Interfund System Evolution DABC 2,28 2,2 5,47 EUR EIS Multiasset Risk Overlay I DABC 2,06 3,69 EUR MS INVF Global Balanced Z DABC 1,97 6,25 EUR EIS PIP Flexible 2 I DABC 0,8 1,91 3,09 EUR EIS Flexible Beta 5 I DABC 0,59 1,46 2,89 EUR MS INVF Global Balanced Income Z DABC 3,01 1,42 6,6 EUR Planetarium Anthilia White C EUR DABC 1,57 1,41 3,45 EUR

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RENDIMENTO ANNUALIZZATO 5 ANNI 3 ANNI VOLAT. 3 ANNI

VALUTA EIS PIP Flexible 1 I DABC -0,2 0,33 5,21 EUR AZ Fd1 AZ Eq Global Infras A-AZ Acc DABC -1,59 17,46 EUR LUX IM Eurizon Contrarian Approach EX DABC EUR Nordea Stable Performance FAM L EUR Acc DABC EUR Pramerica Sicav Abs Ret Solu U DABC EUR

Moderate Allocation

Carmignac Pf Patrimoine Europe F EUR Acc DABC 11,08 6,84 EUR Janus Henderson Balanced A2 USD DABC 11,53 10,78 11,2 USD BGF Global Allocation A2 DABC 9,57 10,7 12,26 USD Man AHL TargetRisk I USD DABC 11,86 10,64 8,01 USD T. Rowe Price Glb Alloc I USD DABC 10,52 11,7 USD Acatis Gané Value Event Fonds A DABC 9,81 9,82 12,85 EUR GSF II GS Strat Fac Allc I USD Acc DABC 9,07 7,79 USD BGF ESG Multi-Asset A2 EUR DABC 7,42 7,98 8,49 EUR SWC (LU) PF Sust Balanced (EUR) AA DABC 7,26 7,98 9,24 EUR Capital Group Glob Alloc (LUX) Z-GBP DABC 10,19 7,84 10,07 GBP Ruffer Total Return Intl I GBP Cap DABC 7,4 7,66 7,19 GBP Amundi Fds Global Mlt-Asst E2 EUR C DABC 7,18 7,59 11,1 EUR NN (L) Pat Bal Eurp Sust P Cap EUR H ii DABC 6,98 7,2 8,7 EUR L&G Diversified EUR C EUR Acc DABC 7,03 10,8 EUR UBS (Lux) SICAV 1 All Rounder$ USD P A DABC 5,76 7,02 7,89 USD NEF Ethical Balanced Dynamic I Acc DABC 4,83 6,63 6,5 EUR JPM Global Balanced A (acc) EUR DABC 6,37 6,55 9,4 EUR Pramerica Sicav Social 4 Planet R DABC 6,49 8,59 EUR Invesco Global Income Z EUR AD-GI DABC 6,83 6,47 12,51 EUR BGF Global Multi-Asset Inc A2 DABC 6,14 6,46 8,44 USD First Eagle Amundi Income Builder IU-QD DABC 6,62 6,38 11,43 USD Etica Bilanciato R DABC 6,6 6,07 10,22 EUR JSS GlobalSar Balanced EUR P EUR dist DABC 6,05 5,99 8,7 EUR DJE - Zins & Dividende XP (EUR) DABC 6,7 5,94 6,41 EUR JSS GlobalSar Balanced CHF P CHF dist DABC 6 5,78 8,48 CHF DPAM L Balanced Conservative Sust B DABC 5,41 5,69 7,51 EUR Fidelity Global Mlt Ast IncA-QInc(G)-SGD DABC 5,86 5,67 8,7 SGD Triodos Impact Mixed Neutral EUR R Inc DABC 4,43 5,39 6,82 EUR Schroder ISF Glbl MA Inc C Acc USD DABC 5,15 5,33 11,05 USD Arca Economia Reale Bilan Italia 55 P DABC 5,23 11,94 EUR Investimenti Strategici ESG C DABC 5,21 5,14 7,28 EUR Eurizon Manager Selection MS 40 DABC 4,82 5,11 7,72 EUR Franklin Income A(Mdis)USD DABC 6,38 5 11,84 USD AXAWF Select Infra I EUR DABC 4,88 8,26 EUR FvS Multi Asset - Balanced I DABC 5,55 4,88 8,73 EUR Mediolanum Ch Provident 2 DABC 4,46 4,88 8,66 EUR M&G (Lux) Income Allocation C EUR Acc DABC 6,52 4,65 11,37 EUR Anima Forza Equilibrato A DABC 5,46 4,55 10,07 EUR Carmignac Profil Réactif 50 A EUR Acc DABC 5,33 4,47 7,02 EUR Carmignac Patrimoine A EUR Acc DABC 3,37 4,45 7,37 EUR JPM Global Income A (div) EUR DABC 4,41 4,25 9,79 EUR Pramerica Sicav Global Stars A DABC 3,77 4,22 7,48 EUR LGT Alpha Indexing Fund CHF B DABC 4,03 4,17 8,68 CHF DPAM HORIZON B Balanced Conserv B DABC 4,42 3,96 6,76 EUR Anima Magellano F DABC 3,77 9,46 EUR AZ Fd1 AZ Allc Bal FoF A-AZ Fd Acc DABC 4,38 3,61 6,9 EUR Nordea 1 - Stable Return BP EUR DABC 1,39 3,14 5,75 EUR BancoPosta Mix 3 A DABC 2,97 7,49 EUR Pramerica Sicav Obiettivo Controllo A DABC 2,83 5,94 EUR Fondo Alto Bilanciato A DABC 2,31 2,4 9,47 EUR LUX IM UBS Asia Balanced Inc HX DABC EUR Etica Impatto Clima I DABC EUR