Ranking dei fondi con Rating FundsPeople 2022

SCOPRI I FONDI CON IL RATING 20 22

Sono prodotti che hanno il favore degli analisti, sono campioni d’incassi (Blockbuster) o sono consistenti, per un totale di 1.187 nel 2022.

In un mercato come quello italiano che conta più di 30 mila classi di fondi registrati, vi offriamo i fondi con Rating FundsPeople 2022. Il team di Analisi, attraverso l’utilizzo di un modello econometrico proprietario, ha selezionato 1.187 prodotti con Rating FundsPeople, che si evidenziano per uno o più dei tre criteri qui di seguito:

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.

Blockbuster. Sono i fondi più venduti sul mercato. Si tratta di prodotti che, al 31 dicembre 2021, hanno un patrimonio in Italia maggiore o uguale a 200 milioni di euro. Per i fondi internazionali si tiene in considerazione solo il volume appartenente ai clienti italiani, mentre per i fondi locali anche il 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 724.

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 2021. 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 6.300 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 (2017, 2018, 2019, 2020 e 2021) al fine di contrastare l’effetto cumulativo. In entrambi i casi il rendimento e la volatilità hanno un peso rispettivamente del 65% e 35 per cento. 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 2021.

I prodotti italiani consistenti nel 2022 sono 614. 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 1.187 prodotti, 16 fondi si sono aggiudicati il Rating

FundsPeople+.

FONDI CON RATING FUNDSPEOPLE+ 2022

FONDO BlackRock Global Funds ESG Multi Asset

DPAM INVEST B Equities NewGems Sustainable Eleva UCITS Fund Fonds Eleva Absolute Return Europe Eleva UCITS Fund Fonds Eleva European Selection Eurizon Fund Bond Aggregate RMB Flossbach von Storch Multiple Opportunities II Janus Henderson Horizon Pan European Absolute Return Jupiter Global Fund Jupiter Dynamic Bond Man AHL TargetRisk MFS Meridian Funds European Value MFS Meridian Funds Prudent Wealth

Morgan Stanley IF Global Brands Fund Nordea 1 Global Climate and Environment

PIMCO GIS Dynamic Multi Asset Robeco Global Consumer Trends

CATEGORIA Moderate Allocation

Global Equity Large Cap

Long/Short Equity

Europe Equity Large Cap

Europe Fixed Income

Flexible Allocation

Long/Short Equity

Global Fixed Income

Moderate Allocation

Europe Equity Large Cap

Moderate Allocation

Global Equity Large Cap

Global Equity Mid/Small Cap

Flexible Allocation

Global Equity Large Cap

20 22

I FONDI CON RATING FUNDSPEOPLE 2022

FONDO RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

Capital Protected

Alto Trends Protetto A Alto Flessibile Protetto A

Miscellaneous

Mediolanum Ch Provident 5 2,45 5,65 3,33 7,34 1,36 1,97 1,22 4,15

-0,66 -0,30 -0,78 0,93

Asia Fixed Income

Fidelity China Govt Bd Y-MINC(G)-RMB Eurizon Bond Aggregate RMB Z EUR Acc UBS (Lux) BS China Fxd Inc ¥ Q acc Pictet-Chinese Local Currency Debt I EUR BGF China Bond D3 USD Fidelity China RMB Bond A-Acc-RMB Schroder ISF Asian LclCcy Bd C Acc USD Fidelity Asian Bond Y-Acc-USD Invesco Belt and Road Debt Z Acc LUX IM ESG Invesco Belt & Rd Evolt HX Fidelity Asian High Yield A-Acc-EUR 6,58 16,11 6,17 5,91 14,08 6,53 4,65 5,87 12,51 6,74 5,38 5,17 4,27 5,66 3,87 4,12 6,36 6,49 2,92 3,44 3,95 6,27 1,94 2,53 -1,30 8,42 -0,03 -6,68 10,00 -0,59 -11,86 10,75 -3,18 -5,92 -21,26 12,72

Emerging Markets Fixed Income

Eaton Vance Intl(IRL)EmMktsDbtOpps SAcc$ 3,69 4,79 0,80 11,07 Principal Finisterre Unc EMFI I2 Acc$ 4,28 2,92 7,50 BGF Emerging Markets Corp Bd I2 USD 2,88 3,63 -0,55 9,67 Jupiter Glbl Em Mkt Crp Bd I USD Acc 2,93 3,22 -0,57 9,99 JB FI EM Corporate USD B 1,92 3,00 -3,36 8,26 L&G EM Short Duration Bond Z USD Acc 2,82 2,96 0,15 9,62 ERSTE BOND EM CORPORATE EUR R01 VT 2,24 2,73 -4,58 7,85 L&G Emerging Markets Bond Z USD Acc 2,63 2,61 -1,86 10,81 abrdn Frntr Mkts Bd A Acc USD 2,42 2,57 -0,22 12,21 Eaton Vance Intl(IRL) EMLclInc S Acc $ 2,32 2,53 -2,13 11,69 Fidelity Em Mkt Corp Dbt I-Dis-USD 2,38 2,03 -2,24 11,16 JPM Emerg Mkts Corp Bd A (acc) USD 1,00 2,03 -1,91 9,39 Global Evolution Frontier Mkts I EUR 1,98 1,97 0,89 9,82 Ninety One GSF EM Blended Dbt S Acc USD 1,57 1,83 -1,20 10,42 Pictet-Global Emerging Debt P dy USD 0,91 1,65 0,42 10,51 Ashmore EM Sov Inv Grd Dbt I USD Inc 1,64 1,64 -1,78 9,44 PIMCO GIS Em Mkts Bd Instl USD Acc 1,50 1,59 -0,87 10,56 DPAM L Bonds Emerging Markets Sust F EUR 1,17 1,42 2,01 8,16 MS INVF Emerging Mkts Corp Debt Z 1,07 1,34 -2,24 Neuberger Berman Shrt DurEM DbtUSD I Acc 1,04 1,33 0,06 8,15 Barings EM Sovereign Debt Tr A USD Acc 2,67 1,24 -7,78 12,11 L&G ESG EM Govt Bd USD Idx Z USD Acc 1,11 -1,90 9,68 M&G (Lux) Em Mkts Bd C USD Acc 1,29 1,11 -1,35 10,58 PIMCO GIS Em Mkts Bd ESG Ins USD Acc 1,23 0,99 -2,46 10,48 L&G EM Govt Bd (USD) Idx Z EUR Acc 0,96 -1,25 10,06 PIMCO GIS Emerg Lcl Bd Instl USD Acc 0,11 0,96 0,06 11,56 Pictet-Emerging Corporate Bds I USD 1,10 0,88 -3,44 11,26 abrdn EM Corp Bd A Acc USD 0,95 0,84 -3,38 11,79 EdRF Emerging Sovereign I EUR H 0,65 -9,85 15,29 iShares Em Mkts Govt Bd Idx (LU) N7 EUR 0,99 0,62 -1,31 9,33 Pictet-Emerging Local Ccy Dbt I USD -0,31 0,61 -0,38 10,17 Invesco Emer Mkt Lcl Dbt S EUR Acc -0,29 0,50 0,87 10,31 BGF Emerging Markets Bond A1 -0,02 0,41 -0,22 12,85 Amundi Fds Em Mkts Bd E2 EUR C 0,88 0,41 -2,27 13,89 AMUNDI Emerging Markets Bond Fam L Acc 0,41 -2,91 10,94 PrivilEdge Payden EM debt I EUR SH Acc 0,38 -8,80 13,18 Amundi Fds Em Mkts S/T Bd M2 EUR C 0,40 0,37 -6,01 12,76 JPM Emerg Mkts Lcl Ccy Dbt A (acc) USD -0,46 0,37 1,23 9,54 Capital Group EM Local Debt (LUX) Z -0,27 0,34 -1,80 10,46 Neuberger Berman EM DbtHrdCcy USD I C 1,07 0,26 -2,58 11,32 Ninety One GSF EM LclCcyTlRtDt I Acc$ -0,15 0,00 -5,59 8,13 Amundi Fds EM Blnd Bd I EUR C -0,34 -0,01 -2,81 10,49 Amundi Fds EM Lcl Ccy Bd I2 EUR C -0,21 -0,07 -1,56 9,60 Nomura Fds Emerging Market LC Debt I USD -0,40 -0,10 0,60 9,46 Fidelity Emerging Mkt Dbt Y-Acc-USD 0,52 -0,11 -4,79 14,74 Arca Bond Paesi Emergenti Valuta Local P -0,45 -0,15 -1,73 8,64 JPM Emerg Mkts Inv Grd Bd A (acc) EURH 0,00 -0,26 -8,99 7,66 LO Funds Emerg Lcl Ccy Bd Fdmtl USD NA -0,75 -0,28 -2,14 7,33 Vontobel Emerging Mkts Dbt I USD 0,54 -0,58 -2,84 14,52 LUX IM JP Morgan Short Emerging Debt HX -0,44 -0,66 -1,94 8,05 GS Em Mkts Dbt A Acc USD -0,63 -0,71 -2,76 12,33

FONDO

DATI AL 31 MARZO 2022

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

BNPP Flexi I Bd Wld Em Invm Grd I D -0,72 -9,12 6,65 CS (Lux) Emerging Mkt Corp IG Bd IBH EUR -0,06 -0,75 -10,05 8,19 Wellington Oppc EM Dbt II EUR S Q1 DiH -0,40 -1,09 -9,89 10,92 Candriam Bds Em Mkts C USD Cap -0,36 -1,32 -1,24 14,00 abrdn Sel EM Bd A Acc USD -1,11 -1,44 -4,29 13,07 Macquarie Sust EM LC Bd B EUR Acc -2,96 -1,45 -3,26 6,70 JPM Emerging Markets Debt A (dist) EURH -1,53 -2,74 -9,44 13,50 NEF Emerging Market Bond R Acc -1,63 -2,83 -11,01 11,44 Templeton Emerging Mkts Bd A(Qdis)USD -4,33 -4,65 0,57 9,00

Euro Fixed Income

BNP Paribas Euro Government Bd Privl C BNP Paribas Enhanced Bond 6M I C Janus Henderson Hrzn Euro Corp Bd I2 EUR Amundi IS EURO Corporates ETF DR EUR C 5,95 BSF Fixed Income Credit Str I2 EUR Acc -2,42 BNP Paribas Euro Corporate Bd C C Nordea 1 - European Covered Bd Op X EUR BNP Paribas Euro S/T Corp Bd Opp C D Muzinich Firstlight Md Mk ELTIF SICAV A -0,71 BlueBay Financial Cptl Bd I USD 7,42 8,94 2,22 13,29 Lazard Capital Fi SRI PVC EUR 5,40 7,34 -0,44 13,36 AZ Fd1 AZ Bond Patriot B-AZ Fd Inc 5,28 6,82 -1,53 7,48 Algebris Financial Credit I EUR Acc 4,85 6,54 -2,47 9,52 Mercer EURO Inflation Linked Bd M-3€ Acc 4,80 6,13 7,45 7,44 AXAWF Euro Credit Total Ret I Cap EUR 3,83 5,69 -0,02 7,08 iShares Eur GovInfLkd BdIdx(IE)InstlAcc€ 3,99 5,40 6,60 5,53 Stt Strt Euro Infl Lnkd Bd Idx I EUR 3,81 5,17 6,39 5,51 EIS Contingent Convertible Bonds I 4,58 -3,25 15,01 Eurizon Bond Inflation Linked R Acc 3,00 4,55 6,32 5,31 Muzinich Eurp Crdt Alpha HEUR Acc Fndr 4,32 -1,41 7,81 Kairos Intl SICAV Bond Plus P 2,58 4,25 -1,02 6,28 Lazard Credit Fi SRI PVC EUR 3,36 4,22 -1,61 9,38 Tikehau Subfin E Acc 4,33 4,17 -2,88 9,66 BNP Paribas Euro High Yld Bd I C 3,15 3,83 -1,93 9,01 BGF European High Yield Bond D2 EUR 3,53 3,68 -1,54 9,18 Amundi Fds Eurp Sub Bd ESG I EUR C 3,50 3,66 -0,91 8,93 EIS Insurance Unit Bond Strategy 2 I 3,56 3,59 -0,45 3,32 Amundi Fds Glb Subrdntd Bd I2 EUR C 3,70 3,53 -2,36 10,70 Schroder ISF EURO Hi Yld C Acc EUR 2,97 3,46 -1,36 12,07 EIS Insurance Unit Bond Strategy 8 I 3,59 3,41 -0,89 2,95 BlueBay High Yield ESG Bond B EUR 3,17 3,29 -2,33 8,64 Lazard Euro Corp High Yield PC EUR 2,86 3,06 -1,64 8,65 Nordea 1 - European Fincl Dbt BI EUR 3,54 2,85 -3,13 10,94 Scor Sustainable Euro High Yield C EUR 2,68 2,85 -2,01 8,92 M&G European HY Crdt Invm E EUR Acc 2,88 2,77 -2,33 9,34 abrdn SelEuro HYBd A Acc EUR 1,95 2,61 -2,24 11,25 Candriam Bds Euro High Yld R EUR Cap 2,85 2,58 -3,00 6,62 Carmignac Pf Flexible Bond F EUR Acc 1,41 2,50 -5,28 5,94 UBS (Lux) BF Euro Hi Yld € Q 2,57 2,47 -1,47 9,93 EdR SICAV Financial Bonds I EUR 2,69 2,42 -3,04 9,12 Neuberger Berman Corp Hyb Bd EUR I5 Acc 2,36 2,31 -3,91 7,73 Janus Henderson Hrzn Euro HY Bd I2 EUR 2,82 2,24 -3,63 9,95 Fidelity European Hi Yld A-Dis-EUR 1,99 2,20 -3,60 10,43 Generali IS Euro Bond BX 2,17 2,09 -3,58 4,09 Epsilon Fund Euro Bond I EUR Acc 1,94 2,04 -3,72 4,01 CompAM Active European Credit A Acc 1,26 2,01 -4,03 5,63 Schroder ISF EURO Crdt Convct I Acc EUR 2,62 1,93 -5,92 7,46 Robeco Financial Institutions Bds I € 2,37 1,83 -4,18 7,86 MS INVF European HY Bd I 1,92 1,81 -3,54 Nordea 1 - European High Yld Bd BI EUR 2,40 1,70 -2,48 9,57 Threadneedle (Lux) European Strat Bd AE 1,48 1,66 -3,25 5,20 AB European Income I Inc 1,99 1,65 -3,46 7,68 DWS Invest Euro High Yield Corp LD 1,90 1,63 -2,94 10,01 Amundi Fds Euro HY Bd I EUR C 2,07 1,63 -3,20 9,38 JPM Europe High Yld Bd A (dist) EUR 1,66 1,58 -2,71 8,74 BlueBay Inv Grd Euro Aggt Bd I EUR 2,19 1,58 -6,68 5,03 Anima Obbligazionario High Yield BT F 1,57 -0,48 10,63 CamGestion Obliflexible 2,48 1,48 -6,90 9,38 Schroder ISF EURO Corp Bd I Acc EUR 2,13 1,44 -5,96 6,70 EdRF Bond Allocation I EUR Acc 1,38 1,39 -2,84 5,22

ANALISI RANKING I FONDI CON RATING FUNDSPEOPLE 2022

FONDO RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

M&G European Credit Investment QI EURAcc 1,92 1,39 -4,74 5,75 Generali IS Euro Bond 1/3Y BX 1,13 1,39 0,54 1,36 Fidelity Euro Corporate Bond Y-Acc-EUR 1,50 1,30 -4,65 5,35 GAM Star Credit Opps (EUR) AQ EUR Inc 1,13 1,29 -4,14 11,86 Franklin European Ttl Ret A(acc)EUR 0,68 1,26 -5,53 5,19 Invesco Euro Corporate Bond Z EUR Acc 1,53 1,22 -4,18 5,82 L&G Euro High Alpha Corp Bond Z EUR Inc 1,69 1,17 -4,44 5,51 EIS Insurance Unit Total Return ID 0,56 1,16 -1,73 2,09 LO Funds Swiss Franc Crdt Bd Frgn NA -0,01 1,12 -0,32 7,79 Generali IS Euro Short Term Bond BX 0,58 1,10 1,87 0,74 Schroder ISF EURO Crdt Abs Rt C Acc EUR 1,21 1,09 -4,03 5,76 BlueBay Investment Grade Bd B EUR 1,51 1,08 -5,96 6,33 Fidelity Euro Bond Y-Acc-EUR 1,58 1,03 -5,39 4,66 Generali IS Euro Aggregate Bd BX 1,03 0,99 -3,31 2,56 Neuberger Berman Ultr S/T Er Bd EUR IAcc 0,98 -1,35 2,98 M&G (Lux) Short Dtd Corp Bd CI EUR Acc 0,66 0,95 -1,01 3,42 Franklin Euro High Yield A(Ydis)EUR 1,25 0,95 -3,47 8,76 Allianz Euro Credit SRI I EUR 1,32 0,91 -6,84 7,90 Eurizon Bond Aggregate EUR Z EUR Acc 1,41 0,91 -6,09 4,92 MS INVF Euro Corporate Bond I 8,78 0,89 -5,50 9,76 BlueBay Inv Grd Euro Govt Bd I EUR Acc 1,95 0,85 -6,88 4,69 Nordea 1 - Low Dur Eurp Cov Bd BI EUR 0,82 -1,12 1,16 T. Rowe Price Rspnb Euro Corp Bd Z EUR 1,49 0,76 -5,40 5,90 Fidelity Euro Bond FAM L Acc 0,72 -5,80 4,69 BNY Mellon Rspnb Hrzn Euro Corp Bd X€Acc 1,41 0,72 -4,94 5,76 Carmignac Pf Sécurité FW EUR Acc 0,00 0,66 -3,91 3,38 Alto ESG High Yield A 0,58 0,65 -7,96 11,35 Pictet-EUR Short Term High Yield I EUR 0,76 0,62 -0,12 8,18 JPM Financials Bond A (acc) EUR 0,85 0,60 -5,79 6,97 Amundi SF Diversified S/T Bd H EUR ND 0,31 0,57 -0,85 4,73 MS INVF Euro Strategic Bond I 1,33 0,57 -6,22 AXAWF Euro Credit Plus A Cap EUR 0,81 0,52 -5,34 6,38 EuroFundLux - Floating Rate B -0,38 0,48 0,23 3,84 DPAM B Bonds Eur W Cap 1,41 0,47 -6,79 5,08 Groupama Oblig Euro I 0,95 0,42 -6,02 4,68 R-co Conviction Credit Euro C EUR 0,51 0,39 -4,63 5,87 Tikehau Short Duration I EUR Acc 0,34 0,38 -0,87 2,25 Invesco Euro Bond Z EUR Acc 1,15 0,38 -6,86 5,62 Nordea 1 - European Cross Credit BI EUR 1,25 0,34 -3,92 8,23 Fidelity Euro Short Term Bond Y-Acc-EUR 0,30 0,34 -2,02 1,77 Amundi Fds Strategic Bd E2 EUR C -0,37 0,33 -7,00 9,53 Eurizon Bond Corporate EUR Z Acc 0,73 0,31 -5,55 5,97 NN (L) Euro Credit I Cap EUR 0,99 0,28 -5,01 5,99 Sycomore Sélection Crédit I 0,70 0,27 -2,65 6,68 Kempen (Lux) Euro Credit Plus I 1,13 0,24 -5,50 5,37 AXAWF Euro 7-10 I Cap EUR 1,27 0,24 -7,10 5,00 AXAWF Euro Government Bonds I Cap EUR 1,02 0,23 -6,00 4,57 Kempen (Lux) Euro Credit I 1,08 0,23 -5,39 5,00 JPM EU Government Bond C (acc) EUR 1,15 0,21 -6,78 4,79 Carmignac Sécurité AW EUR Acc -0,41 0,19 -4,47 3,57 Allianz Credit Opportunities IT13 EUR 0,60 0,19 -1,07 1,88 Fidelity Euro Short Term Bond FAM L Acc 0,18 -2,15 1,69 BlackRock Euro Govt Enhanced Idx Flex 1,13 0,17 -6,39 4,71 AXAWF Euro Sustainable Credit I Cap EUR 0,74 0,17 -4,81 5,13 Allianz Euro Bond I EUR 0,87 0,14 -6,09 4,27 Mediolanum BB Euro Fixed Income L A -0,08 0,12 -1,32 1,46 Vontobel Euro Corporate Bond A EUR 0,63 0,08 -6,43 7,25 CS (Lux) SQ Euro Corporate Bond EB EUR 0,69 0,05 -5,34 4,65 DWS Invest Euro Corporate Bds FC 0,91 0,03 -6,24 6,47 Amundi IS JP Morgan EMU Govies IE-C 0,98 -0,01 -6,36 4,67 PIMCO GIS Euro Income Bond Instl EUR Inc 0,98 -0,04 -4,83 5,76 Amundi Fds Optimal Yield E2 EUR C 0,49 -0,04 -5,08 8,80 Invesco Euro Short Term Bond Z EUR Acc 0,03 -0,05 -2,13 2,14 Amundi Fds Euro Corp Bd I EUR C 0,80 -0,07 -4,87 6,93 iShares Euro Govt Bd Idx (LU) X2 EUR 0,93 -0,09 -6,62 4,76 AXAWF Euro Credit Short Dur I Cap EUR 0,00 -0,09 -1,29 2,41 Eurizon Bond EUR Long Term LTE R Acc 1,23 -0,13 -8,95 6,69 Franklin European Corp Bd I(acc)EUR 0,57 -0,14 -5,81 5,36 LUX IM Blackrock Crdt Defensv Strats CX -0,86 -0,18 -4,07 5,75 DWS Invest Short Duration Credit FC 0,00 -0,19 -2,42 3,95

DATI AL 31 MARZO 2022

FONDO RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

DWS Invest ESG Euro Bonds (Short) FC UniInstitutional Euro Reserve Plus -0,17 -0,21 -1,92 1,62 -0,20 -0,22 -1,12 2,16

MS INVF Short Maturity Euro Bond I

-0,18 -0,22 -0,85 DWS Invest Euro-Gov Bonds FC 0,85 -0,24 -7,12 4,90 Nordea 1 - European Covered Bond BP EUR 0,67 -0,26 -5,65 2,72 Schroder ISF EURO Bond C Dis AV 0,56 -0,26 -8,36 5,15 PIMCO Obbligazionario Prdnt Ins EUR Acc -0,30 -2,74 2,48 Schroder Euro Bond FAM L EUR Acc -0,33 -8,16 4,98 Amundi IS Euro CorpBBB 1-5 IE D -0,05 -0,37 -2,26 3,31 BGF Euro Corporate Bond A1 EUR 0,50 -0,41 -6,09 5,57 PIMCO GIS Euro Bond Instl EUR Inc 0,97 -0,47 -6,96 4,65 Pictet-EUR Government Bonds P dy 0,61 -0,49 -7,08 4,78 BNP Paribas Sus Enh Bd 12M Cl EUR Acc -0,28 -0,49 -1,56 1,63 Allianz Advcd Fxd Inc S/D W EUR -0,21 -0,57 -2,45 2,00 Pictet-EUR Short Term Corp Bds I -0,22 -0,58 -2,71 2,82 Fonditalia Credit Absolute Return T -0,48 -0,59 -1,14 2,03 NEF Euro Short Term Bond R Acc -0,66 -0,62 -2,13 1,49 Pictet-EUR Short Mid-Term Bonds I -0,38 -0,65 -2,14 1,34 Amundi Fds Euro Govt Bd A EUR C 0,14 -0,65 -7,66 4,92 Schroder ISF EURO Govt Bd A Dis EUR AV 0,31 -0,67 -8,41 4,95 HSBC GIF Euro High Yield Bond AD -0,67 -0,76 -5,34 Tendercapital Glb Bd Shrt DurInstl€AccAI -0,78 -2,30 3,52 Eurizon Bond Corporate EUR S/T R Acc -0,75 -0,79 -2,68 2,65 Schroder ISF EURO S/T Bd A Dis AV -0,59 -0,79 -2,48 1,50 Arca Risparmio -0,52 -0,80 -2,67 1,93 Eurizon Bond EUR Short Term LTE R Acc -0,79 -0,84 -1,81 0,66 Euro Corporate Fixed Income Fam L Acc -0,85 -6,62 5,98 BGF Euro Bond A2 0,21 -0,87 -7,44 4,87 Pictet-EUR Corporate Bonds P -0,09 -0,90 -6,42 6,15 NN (L) Green Bond I Cap EUR 0,66 -0,96 -7,98 6,08 Tendercapital Bond Two Steps Rtl € Acc -0,42 -0,97 -5,06 4,02 ANIMA Medium Term Bond Prestige 0,02 -0,97 -6,95 4,49 Amundi Fds Euro Aggt Bd F2 EUR C 0,10 -0,98 -7,45 5,62 BGF Euro Short Duration Bond A2 EUR -0,76 -0,98 -3,03 2,04 Pictet-EUR Bonds P 0,35 -0,99 -8,94 5,83 BNP Paribas Sust Euro Bd I Cap 0,15 -1,01 -6,37 4,47 db AM - PIMCO Euro Sust Dbt Sol LDQ -0,37 -1,02 -6,32 5,55 Eurizon Bond EUR Medium Term LTE R Acc -0,70 -1,03 -4,18 1,89 Eurizon Bond Corporate Smart Esg Z EUR -1,05 -5,71 5,19 Euro Bond FAM L Acc -1,11 -7,51 4,53 AZ Fd1 AZ Bond - Euro Corp A-AZ Fd Acc -0,54 -1,19 -6,47 6,36 Capital Group Euro Bond (LUX) B -0,02 -1,19 -7,69 4,87 ANIMA Short Term Bond Prestige -1,08 -1,24 -2,15 0,66 Euro Short Duration Bd FAM L Acc -1,28 -2,81 1,57 Fonditalia Euro Bond R -0,98 -1,35 -5,78 2,28 AcomeA Breve Termine A1 -0,74 -2,50 -15,90 8,52 Generali IS Centr&East Europ Bd AY -1,25 -2,79 -6,50 5,58 UNIQA Eastern European Debt Fund VTA -3,67 -7,13 -26,16 12,55

Fixed Income Miscellaneous

Lemanik SICAV Actv S/T Crdt Dis Retl EUR SWC (LU) BF Responsible COCO DTH CHF 5,15 7,40 6,15 12,14 PIMCO GIS Capital Scs Admin USD Inc 3,65 5,48 3,54 11,40 AB Financial Credit I2 EURH Acc 5,14 -2,64 14,19 UBAM Hybrid Bond IHC EUR 4,76 -1,56 9,68 Fidelity Global Hybrids Bond Y-Acc-EUR 3,78 4,32 -1,74 10,11 Cohen & Steers Glb Pref Secs FX EUR Hgd 4,21 -2,85 9,53 Invesco India Bond C USD Acc 1,09 3,05 5,69 7,41 Eurizon Securitized Bond ZD EUR Inc 0,15 0,15 -0,33 3,30 ASIProgettoObbligazionarioEmergentiEEURC -2,00 -7,04 6,57

Global Fixed Income

PIMCO GlInGd Crdt H InstlUSDCcyExpsAcc -3,60 Muzinich Glbl Shrt DurInvmtGrdHEURIncFdr -3,98 AB Sustainable Glbl Tmtc Cdt SI EUR Acc -5,99 Cairn Mediobanca Strata UCITS Cdt I4 -0,18 Man GLG Hi Yld Opps DE I EUR Acc -0,82 MS INVF Global Fixed Income Opps Z 13,90 8,91 3,52 7,81 Legg Mason BW Glb Inc Opt PR $ Dis(M)+e 3,67 6,09 1,68 7,00 Federated Hermes Uncons Crdt X USD Acc 6,03 2,81 7,65 Aegon Strategic Global Bd B Inc EUR Hdg 3,74 5,90 -2,71 7,76

I FONDI CON RATING FUNDSPEOPLE 2022

FONDO RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

Nomura Fds Global Dynamic Bond I USD PIMCO GIS Glb Real Rt Ins USD CcyExpsAcc T. Rowe Price Glb HY Bd Z USD LGT Select Bond High Yield (USD) IM Baillie Gifford WW Glbl Strat Bd C $ Acc 4,58 5,90 -1,00 8,63 5,49 7,45 6,99 3,87 5,22 5,68 9,61 4,04 5,09 3,70 8,58 3,80 4,86 1,41 7,46

BNY Mellon Global Credit USD W Acc 3,32 4,83 2,00 8,06

AXAWF Global Infl Sh Dur Bds I Cap USD BlueBay Global Hi Yld ESG Bd I USD

2,33 4,77 10,69 5,96 3,64 4,75 4,10 8,32 PIMCO GIS Glb Lw Dur Rl Rt Ins USD Acc 2,41 4,61 9,65 5,88 SWC (LU) BF Resp Glbl Crdt Opps GTH CHF 1,44 4,48 2,08 7,03 Wellington Hi Qual Glb HY Bd USD S Ac 4,35 2,65 7,67 Fidelity Global Infl-Link Bd A-Acc-USD 2,38 4,34 9,04 4,37 BGF Global Inflation Linked Bd A2 USD 2,57 4,32 9,26 6,70 Merian Glb Dynamic Bd L € H Acc 2,03 4,22 -2,65 3,60 Wellington Multi-Sec Crdt GBP S AcH 3,48 4,16 -3,10 12,16 Capital Group GlobHiInc (LUX) Cd 3,53 4,12 2,74 8,88 Janus Henderson Hrzn Glb HY Bd I2 USD 3,74 4,11 0,43 10,04 Aegon High Yield Global Bd B Acc EUR Hdg 3,42 4,10 0,24 12,35 Candriam Bds Global Hi Yld I EUR Cap 3,50 4,07 -1,14 6,23 JPM Flexible Credit A (acc) USD 2,59 3,87 3,86 7,58 MFS Meridian Global Credit I1 GBP 2,89 3,87 -0,98 7,54 Schroder ISF Strat Crdt C Acc GBP 3,13 3,86 0,49 11,19 AXAWF Global Infl Bds I Cap EUR 2,36 3,85 4,37 5,77 MDPS TOBAM At Bchmk Glbl Hi Yld A Acc 2,95 3,81 1,18 8,07 JPM Global Bond Opps A (acc) USD 2,34 3,74 4,14 6,37 Jupiter Strategic AbsRt Bd L € H Acc 3,69 -0,67 2,71 UBAM Global High Yield Solution IHC CHF 2,12 3,56 6,36 8,02 PIMCO GIS Income Institutional USD Acc 2,81 3,51 3,54 7,21 Carmignac Pf Global Bond A EUR Acc 1,30 3,48 0,84 6,27 M&G Total Return Crdt Invmt A EUR Acc 2,37 3,41 -0,18 5,04 Amundi Fds Global Corp Bd I USD C 2,70 3,39 0,99 7,97 PIMCO GIS Glb Hi Yld Bd Admin USD Acc 2,67 3,29 3,58 8,08 Colchester Glbl Rl Ret Bd EUR H Acc I 2,15 3,27 2,80 5,59 Schroder ISF Glbl Corp Bd A Dis MV 2,12 3,11 0,89 8,70 Schroder ISF Glb InflLnkdBd C Acc EUR 1,86 3,10 1,73 6,38 Mercer Global High Yield Bd M1 EUR H 2,52 3,04 -1,43 8,47 Russell Inv Global High Yield A Roll Up 2,35 2,96 -1,44 9,60 BlueBay Glbl Inv Grd Corp Bd I EUR 2,21 2,85 -5,50 8,03 UBS (Lux) BS Global Dyn $ Q-acc 3,83 2,84 2,59 7,49 FvS Bond Opportunities EUR I 2,72 2,83 -4,52 6,70 Invesco Global Inv Grd CorpBd C USD AD 2,04 2,81 0,16 8,61 BGF Global High Yield Bond C1 USD 1,63 2,80 1,15 8,74 Vontobel TwentyFour StratInc HI Hdg EUR 2,35 2,71 -4,02 7,36 JPM Global Corp Bd A (acc) USD 1,94 2,71 0,51 7,88 PIMCO GIS Divers Inc Instl USD Acc 2,53 2,63 -0,41 7,99 Muzinich Enhancedyield S-T HUSD Acc A 1,99 2,61 3,92 7,61 BGF Fixed Income Global Opps A2 1,38 2,61 2,52 7,00 Candriam Sst Bd Glbl Hi Yld C € Acc 2,55 -2,66 5,22 Plurima Apuano Flexible Bond A Instl 2,06 2,55 -2,27 8,02 Amundi Fds Glbl Aggt Bd I USD C 1,81 2,45 2,78 7,77 Fidelity Global Income A-Acc-USD 2,15 2,43 0,86 8,74 PIMCO GIS Glb Bd Instl USD Acc 1,96 2,42 1,44 6,49 Vanguard Global Credit Bond Ins EURH Acc 2,37 -4,87 6,26 JPM Global Strat Bd A perf (acc) USD 1,08 2,37 4,12 5,84 Invesco Global Ttl Ret EUR Bd Z EUR Acc 1,99 2,36 -0,52 3,90 PIMCO GIS Glb Advtg Instl USD Acc 1,61 2,36 0,86 5,48 Fisch Bond Global Corporates BE 1,93 2,22 -4,71 6,75 Legg Mason WA Glb Core+ Bd PR USD Acc 1,29 2,18 0,60 6,75 Mirabaud Global Strategic Bd A USD Acc 0,95 2,18 3,38 6,75 M&G (Lux) Glb Macro Bd A EUR Acc 1,00 2,12 -0,49 4,58 Fidelity Global Bond Y-Acc-USD 1,77 2,07 -1,44 5,44 DPAM L Bonds Universalis Uncons W 2,04 1,96 -2,78 5,85 Eurizon Global Bond Z EUR 1,95 1,36 4,66 Robeco QI Dynamic High Yield IH € 2,59 1,94 -2,57 6,77 Fonditalia Opportunities Divers Inc R 1,91 -4,65 6,63 Robeco Global Credits IH EUR 1,75 1,87 -5,01 7,20 RobecoSAM SDG Credit Income IH EUR 1,80 -5,08 6,96 Robeco High Yield Bonds DH € 1,74 1,77 -2,55 8,57 AXAWF Global High Yield Bds F Dis EUR H 1,72 1,75 -1,63 8,41 Invesco Global Ttl Ret Bd FAM L EUR Acc 1,72 -0,90 3,91

FONDO

DATI AL 31 MARZO 2022

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

Jupiter Dynamic Bond I EUR Q Inc MS INVF Global Bond I Fidelity Glb Shrt Dur Inc A-MD-USD LUX IM Twentyfour Global Strategic Bd HX NEF Ethical Total Return Bond I Acc 1,36 1,69 -2,65 5,12 1,43 1,65 -1,07 1,29 1,64 2,40 7,30 1,00 1,61 -4,82 6,84 0,88 1,58 -3,49 3,61

Russell Inv Global Bond A Fondo Alto Internazionale Obblig A M&G (Lux) Glb Fl Rt HY A H EUR Acc Capital Group Glob Bond (LUX) Cd Neuberger Berman Global Bond USD I Acc BSF Fixed Income Strategies I2 EUR Fidelity Sust Strat Bd Y-Acc-EUR H JSS Sust Total Return Global I USD Acc NEF Global Bond R Acc GS Global Fixed Inc (Hdg) I Inc EUR Eurizon Global Multi Credit Z EUR Acc Pictet Absolute Ret Fxd Inc I USD JPM Aggregate Bond A (acc) EURH Eurizon Bond Flexible RD EUR Inc 1,05 1,42 -1,68 5,62 0,36 1,36 0,57 3,58 0,89 1,34 1,05 11,14 1,06 1,34 -2,09 4,88 0,84 1,25 -1,42 5,09 0,75 1,20 -2,25 3,80 0,90 1,12 -4,42 4,39 0,74 1,12 -0,29 6,14 0,79 1,06 -2,27 5,74 1,10 1,03 -5,21 4,60 0,37 1,02 -3,40 5,03 0,64 0,92 0,28 6,27 0,63 0,90 -3,52 3,35 0,15 0,87 -3,13 3,44

Vontobel Bond Global Aggt AH Hdg USD Candriam Bds Crdt Opps I EUR Cap Eurizon Absolute High Yield Z EUR Invesco Bond Z USD Acc 0,99 0,81 -1,97 11,56 0,76 0,74 -1,10 2,64 0,64 -1,44 6,29 0,24 0,64 -6,99 6,72

Eurizon Bond High Yield R EUR Acc

0,56 0,64 -5,12 8,60 AXAWF Global Strategic Bds I Cap EUR H 0,72 0,52 -5,28 3,75 PIMCO GIS Global Bond ESG Instl EURH Acc 0,61 0,49 -4,70 3,75 Pictet Global Sustainable Crdt HI EUR 0,70 0,48 -5,35 6,97 RAM (Lux) Tactical Glb Bd Total Rtrn E 0,30 0,37 -5,59 3,42 Schroder ISF Global Bond A Dis AV 0,09 0,32 -3,98 7,16 Anima Obbligazionario Flessibile F 0,09 -0,75 3,65 Eurizon Absolute Green Bonds Z Acc 0,08 -6,56 5,08 Stt Strt Glbl Trs Bd Idx I USD Acc 0,17 -0,03 -2,23 5,55 Pictet-Global Bonds I USD 0,35 -0,22 -5,34 6,24 Nordea 1 - Flexible Fixed Income BI EUR 0,38 -0,30 -2,69 2,46 LUX IM Fidelity Global Low Duration HX -0,30 -4,11 5,61 JPM Global Government Bond A (acc) EUR 0,20 -0,36 -5,14 3,96 Amundi Fds Optimal Yld S/T I2 EUR C 0,23 -0,39 -6,68 7,46 Amundi IS JP Morgan GBI Glbl Gvs IHE-C 0,11 -0,45 -4,51 3,93 GS Global Sovereign Bd I Acc EUR-Prtly H 0,05 -0,48 -5,56 5,43 BNP Paribas Green Bd I Cap -1,19 -6,89 4,33 Mediolanum Ch International Bond LH A -1,46 -1,40 -5,76 3,81 Mediolanum Ch International Income LH A -2,20 -2,03 -3,52 0,79 Templeton Global Bond A(Mdis)USD -2,10 -2,31 4,95 6,86 Templeton Global Ttl Ret A(acc)USD -3,60 -4,31 2,50 7,56

Japan Fixed Income

Vanguard Japan Government Bd Idx JPY Acc -2,48 -3,75 -5,52 7,68 Eurizon Bond JPY LTE R Acc -3,14 -3,92 -5,31 7,56

Sterling Fixed Income

Invesco Sterling Bond Z GBP Acc 2,75 3,23 -2,29 7,43

US Fixed Income

T. Rowe Price US High Yld Bd I USD 6,06 5,37 10,43 PGIM Broad Market US HY Bd USD W Acc 4,61 6,03 4,88 8,84 PineBridge USD Inv Grd Crdt X USD Acc 3,36 4,88 1,68 8,55 AXAWF US Enhanced HY Bds I Cap $ 4,84 5,54 8,35 Amundi Fds Pio US Corp Bond I USD C 3,05 4,37 1,36 9,13 Neuberger Berman Strat Inc I JPY Acc 2,79 4,24 4,30 7,72 Fidelity US High Yield A-Dis-USD 3,27 4,06 6,45 9,10 NN (L) US Credit P Cap USD 2,83 4,05 0,53 8,46 Vanguard USTrs InfProtSecsIdxSel EURHAcc 1,84 3,78 2,69 3,35 Threadneedle Dollar Bond Instl Grs Acc £ 3,75 1,96 6,94 TCW Fds MetWest High Yield Bd IEHE 3,05 3,63 -2,62 6,52 Fidelity US Dollar Bond A-Dis-USD 2,24 3,51 1,94 7,32 AXAIMFIIS US Short Dur HY A Cap USD 2,51 3,32 6,42 6,59 JPM Income A (acc) USD 2,90 3,11 3,94 8,00 Loomis Sayles Multisector Inc S/A USD 1,94 2,97 2,72 7,26 Amundi Fds Pio Strat Inc A USD C 1,34 2,79 2,50 8,76 PGIM Global Hi Yld ESG Bd EUR H I Acc 2,28 2,71 -1,68 8,96 Loomis Sayles US Core Plus Bd I/A USD 1,61 2,62 1,24 6,32 Lord Abbett Multi Sector Inc I EUR H Acc 2,33 2,57 -4,45 9,16

ANALISI RANKING I FONDI CON RATING FUNDSPEOPLE 2022

FONDO

BNY Mellon US Muncpl Infras Dbt USD WAcc PIMCO GIS Ttl Ret Bd Instl USD Acc Nomura Fds Select US High Yield Bd IEURH JPM Global High Yield Bond C (acc) EURH Amundi Fds Pio US Bond A2 EUR C Payden USD Low Duration Credit USD Acc JPM US Aggregate Bond A (dist) USD Vanguard U.S. Govt Bd Idx $ Acc Interfund Bond US Plus Legg Mason WA US Core+ Bd A USD Acc GS US Mortgg Bckd Secs I Inc USD Eurizon Bond USD LTE R Acc Indosuez Funds US Dollar Bonds P Janus Henderson US Sh-Trm Bd A2 USD Amundi Index US Corp SRI IHE Acc ANIMA Bond Dollar Prestige JPM Income Opp A perf (acc) EURH

Asia Equity

JPM Pacific Equity A (dist) USD Fidelity Pacific A-Dis-USD Mediolanum BB Pacific Collection L A Gamax Asia Pacific A Comgest Growth Asia USD Acc Matthews Asia Dividend Fund I USD Acc

Asia ex-Japan Equity

New Capital Asia Future Ldrs USD Sdr Acc Matthews Asia Ex Japan Div I USD Acc Fidelity Asia Pacific Opps Y-Acc-EUR Polar Capital Asian Stars S Acc UBS (Lux) ES As Smlr Coms (USD) Q-acc Schroder ISF Emerging Asia I Acc EUR UBS (Lux) KSS Asian Eqs $ USD Q Acc Schroder ISF Asian Ttl Ret C Acc USD Stewart Inv Asia Pac Sustnby VI EUR Acc Invesco Asian Equity Z USD Acc Fidelity Asian Special Sits A-Dis-USD iShares Pacific exJpn Eq Idx (LU) X2 USD abrdn Asia Pacific Eq A Acc USD Pictet-Pacific Ex Japan Index P USD Fidelity Sustainable Asia Eq Y-Dis-USD T. Rowe Price Rspnb Asn ex-Jpn Eq I USD Eurizon Equity Pacific Ex-Jpn LTE Z Acc Schroder ISF Asian Opports A Dis USD AV MS INVF Asia Opportunity Z Fidelity ASEAN Y-Acc-USD Templeton Asian Growth A(Ydis)USD LUX IM Pictet Asian Equities CX

Australia & New Zealand Equity

Candriam Eqs L Australia I AUD Cap

Communications Sector Equity Fidelity Sst Fut Cnt I Acc EUR

Consumer Goods & Services Sector Equity

BNP Paribas Consumer Innovtr Cl C Pictet-Premium Brands I EUR LO Funds World Brands EUR PA Fidelity Sust Cnsmr Brds A-Dis-EUR Invesco Glbl Consmr Trnds A USD Acc CPR Invest Food For Gens I EUR Acc BNP Paribas Smart Food I Cap Gamax Funds Junior A

Energy Sector Equity

RobecoSAM Smart Energy Eqs D EUR BGF Sustainable Energy A2 Pictet-Clean Energy I USD BNP Paribas Energy Transition C D Eurizon Azioni Energia E Mat Prime Mediolanum Ch Energy Eq Evolt L A

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

2,44 0,42 8,03 1,53 2,42 0,72 6,72 2,40 -1,51 9,13 2,28 2,32 -0,89 8,19 1,23 2,12 1,23 7,51 1,44 2,09 2,48 7,09 0,95 1,66 0,68 6,89 0,79 1,52 1,65 7,63 0,69 1,37 0,52 7,06 0,84 1,34 -1,24 6,93 0,75 1,30 0,27 6,36 0,35 1,29 1,79 7,78 0,80 1,24 0,77 6,23 0,25 1,14 1,70 6,12 1,03 -5,37 7,33 -0,05 0,64 0,80 7,53 -0,71 -0,62 -1,18 2,73

9,06 9,83 -8,96 13,67 5,33 7,43 -11,03 18,26 4,40 6,28 -7,23 12,92 4,35 5,05 -7,47 11,96 5,85 4,64 -16,73 13,85 4,01 4,29 -10,24 13,39

15,65 -12,36 15,24 12,11 13,75 -4,85 14,78 12,53 13,58 -2,14 16,74 13,47 -8,08 16,65 8,74 12,10 -4,00 13,96 11,16 11,27 -7,51 16,26 9,89 10,40 -10,27 14,58 8,60 9,97 -4,12 14,95 9,01 9,91 3,12 14,35 8,32 9,90 -4,05 17,52 25,10 8,24 -15,36 5,76 7,10 9,39 17,82 5,82 7,04 -7,86 14,85 5,45 6,76 9,23 18,35 8,33 6,75 -12,34 15,19 6,77 6,51 -15,74 14,94 4,94 6,28 8,89 16,63 7,25 5,37 -13,26 16,33 11,28 4,96 -31,45 4,98 4,68 9,51 19,00 1,67 2,54 -18,00 16,29 1,36 1,64 -22,65 17,81

10,80 17,48 24,29 24,95

17,62 -3,53 14,28

14,70 19,26 16,07 18,89 16,31 14,62 0,22 16,46 10,39 11,96 -0,22 13,46 9,63 10,24 -23,20 23,79 9,55 5,10 14,26 6,85 8,68 2,06 15,00 6,98 8,22 -2,37 12,43

18,44 27,00 7,41 21,19 14,14 22,42 5,25 18,26 13,03 21,99 4,35 21,59 19,04 -26,60 6,40 11,72 36,02 24,05 -1,13 -0,15 37,16 28,47

FONDO

DATI AL 31 MARZO 2022

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

Equity Miscellaneous

BNP Paribas Aqua C C abrdn Listed Prvt Cap I Acc USD Allianz Pet and Animal Wlb AT EUR BNP Paribas Aqua I Pictet-Water I EUR Pictet-Nutrition I EUR Fidelity Sust Water & Waste A Acc EUR Eurizon Sustainable Global Eq Z EUR Acc

Europe Emerging Markets Equity

Deka-ConvergenceAktien CF SEB Eastern Europe Small Mid Cap C 22,45 29,73 21,30 17,39 6,65 14,97 12,24 16,92 12,01 18,06 11,23 15,30 16,01 16,62 8,45 10,07 2,00 13,61 9,96 7,79 16,75 7,25 9,70 6,53 17,92

-6,33 -13,07 -40,84 35,79 -9,51 -16,45 -50,36 23,61

Europe Equity Large Cap

DNCA Invest SRI Norden Eur I EUR 15,42 22,11 8,80 18,49

Sycomore Fund Eco Solutions I EUR BSF European Opps Extension D3G EUR Heptagon European Focus Eq CE EUR Acc BGF European A2 BGF Continental Eurp Flex E2 EUR DNCA Invest SRI Europe Gr I EUR 8,64 17,13 4,21 19,46 12,69 17,06 18,34 19,78 11,51 16,89 12,58 15,17 9,31 16,39 7,25 17,55 11,30 16,02 3,68 18,77 11,28 15,95 12,82 16,44

BGF European Focus A2

8,60 15,45 7,17 17,73 AXAWF Fram Switzerland F Cap CHF 11,50 15,43 13,49 13,17 Threadneedle Pan Eurp Focus Ins X AccGBP 12,79 15,39 8,32 13,91 Comgest Growth Europe EUR I Acc 12,22 15,32 13,16 15,27 Allianz Europe Equity Gr Sel IT EUR 9,79 15,30 4,47 18,92 MS INVF Europe Opportunity Z 10,18 15,26 -8,93 UBAM Swiss Equity UC CHF 10,41 15,16 14,09 13,75 DPAM B Equities Europe Sust W Cap 11,49 15,13 11,32 15,87 NN (L) European Sust Eq I Cap EUR 9,68 14,59 5,55 16,26 Allianz Europe Equity Growth W EUR 9,90 14,31 3,44 19,04 Candriam Eqs L Eurp Innovt R EUR Cap 11,15 14,01 5,03 15,51 Fidelity Switzerland Y-Acc-CHF 9,69 13,58 14,14 13,35 Threadneedle European Sel X Acc GBP 9,90 13,33 4,23 16,64 Mandarine Active I 8,50 13,13 11,57 14,86 Legg Mason MC European Uncons S EUR Acc 12,87 -1,37 18,36 BNPP E MSCI Europe SRI S5% Cpd Trk Pr C 12,14 9,93 15,91 Eurizon Top European Research Z EUR Acc 5,58 12,13 14,43 16,29 BGF European Special Situations A2 8,98 12,00 6,09 17,08 Threadneedle(Lux)Pan Eurp ESGn Eqs W EUR 7,09 11,83 6,36 15,98 Threadneedle (Lux) European Select IE 8,74 11,69 3,20 15,58 UBS (Lux) ES Eurp Opp Uncons € Q 9,50 11,53 7,21 15,01 Candriam Sst Eq Euro I Acc € 8,51 11,48 8,79 16,60 Echiquier Positive Impact Europe A 8,65 11,38 1,53 14,98 Amundi IS MSCI Europe SRI PAB IE C 11,30 9,55 16,03 JPM Europe Strategic Growth A (dist) EUR 9,04 11,29 9,32 16,55 Eleva UCITS Eleva Euroland Sel I EUR acc 11,26 6,14 19,19 Eleva UCITS Eleva Eurp Sel I EUR acc 8,43 11,13 11,53 17,70 Schroder ISF European Sus Eq C Acc EUR 11,04 6,37 17,26 DPAM B Equities Euroland B Cap 8,11 11,03 5,32 17,12 UBS (Lux) Eq Eurp Opp Sst (EUR) Q acc 8,64 10,86 5,77 15,40 Allianz Euroland Equity Growth IT EUR 7,08 10,84 -1,89 19,50 UniInstitutional Eurp Eq Concentrated 7,95 10,82 9,56 16,92 Candriam Sst Eq EMU I € Acc 7,37 10,58 6,01 18,66 ODDO BHF Algo Sustainable Lead. CRW-EUR 7,30 10,40 9,86 15,66 Janus HndrsnPan Eurp A2 EUR 6,20 10,29 3,85 16,58 abrdn Eu Sus Eq A Acc EUR 8,40 10,17 3,91 14,96 Amundi Fds Eurp Eq Green Imp I EUR C 7,26 10,12 3,84 16,93 Principal European Equity A Inc USD 7,79 10,11 4,15 15,69 abrdn Europe (ex-UK) Sus Eq Fd 9,38 10,07 6,05 15,81 BGF Euro-Markets E2 5,65 10,01 4,59 19,59 G Fund Total Return All Cap Europe IC 6,56 10,00 10,25 14,62 M&G (Lux) Eurp Strat Val CI EUR Acc 5,96 9,99 15,97 20,86 NEF Euro Equity R Acc 5,64 9,94 4,71 18,72 CS European Dividend Value FB EUR 7,49 9,84 8,27 15,97 T. Rowe Price Eurp Eq I EUR 7,12 9,76 4,55 15,66 DPAM Equities L EMU SRI MSCI Index F 9,75 4,27 19,49 Fidelity FAST Europe A-ACC-EUR 9,84 9,68 1,93 14,81 Schroder ISF EURO Equity C Dis EUR 5,16 9,59 5,57 19,99 Pictet-Quest Europe Sust Eqs P EUR 6,82 9,53 8,48 16,83

I FONDI CON RATING FUNDSPEOPLE 2022

FONDO RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

Allianz Valeurs Durables IC RAM (Lux) Sys European Equities B EUR Quaestio Solutions Funds Eur Bt Eq I Acc DWS Qi Eurozone Equity RC BGF European Value A2 Amundi Fds SstTop Eurp Plyrs E2 EURC Candriam Eqs L EMU Innovt I EUR Cap Eurizon Italian Equity Opps Z Acc Fidelity Sustainable Euroz Eq E-Acc-EUR AAF-Edentree European Sust Eqs I2 € MFS Meridian European Value A1 EUR AXA WF ACT Eurozone Impact F Cap EUR Fidelity Italy A-Dis-EUR Amundi IS MSCI Europe IE-C JPMorgan European Equity FAM L EUR Acc JPM Europe Select Equity A (acc) EUR BGF European Equity Income AI2 EUR Fidelity European Div Y-Acc-EUR HSBC GIF Euroland Growth M1C Amundi Azionario Val Eurp a dist A JPM Europe Equity Plus A perf (acc) EUR Amundi Fds Euroland Equity E2 EUR C Generali IS SRI Ageing Population BX EUR Janus Henderson Hrzn Euroland A2 EUR GS Europe CORE Equity A Inc EUR State Street Europe ESG Scrn Idx EqPEUR EdR SICAV Euro Sustainable Eq A EUR Fidelity European Dynamic Gr A-Dis-EUR MFS Meridian European Research A1 EUR BNP Paribas Euro Equity C C JPM Euroland Equity A (dist) EUR Amundi MSCI EMU ESG Ldrs Sel IE-C CS (Lux) European Div Plus Eq DB EUR Invesco Euro Equity C EUR Acc Fonditalia Equity Europe R Amundi Fds European Eq Val M2 EUR C Invesco Pan European Equity A EUR Acc Invesco Sus Pan Eurp Stu Eq C € Acc LUX IM ESG Sycomore European Eqs CX AB European Eq Ptf A Acc Tendercapital Secular Euro Instl € Acc Sycomore Shared Growth A Fidelity Iberia Y-Acc-EUR Schroder ISF Eurp Div Mxmsr C Acc EUR 5,94 9,46 3,16 18,34 5,99 9,45 9,18 18,37 6,60 9,45 5,61 16,99 6,22 9,38 4,12 19,07 3,51 9,29 8,02 20,23 4,51 9,26 6,40 18,68 5,80 9,23 3,30 18,43 6,77 9,16 5,93 22,98 6,22 9,11 3,00 17,33 9,09 7,68 20,07 8,35 9,00 6,00 14,78 6,10 8,96 2,80 17,59 4,97 8,89 3,51 21,76 6,28 8,79 9,61 16,43 8,75 9,68 18,76 5,67 8,66 7,88 17,67 5,27 8,65 7,09 16,69 5,87 8,64 10,91 16,23 5,61 8,40 0,42 4,64 8,33 8,58 17,53 5,58 8,23 13,58 18,98 4,84 8,22 4,47 20,42 6,95 8,02 6,24 16,14 4,13 7,87 1,75 21,09 5,28 7,84 9,64 18,05 5,52 7,83 7,94 16,52 6,24 7,78 3,50 16,34 8,71 7,65 -0,27 15,27 6,38 7,62 4,86 14,44 4,53 7,53 4,01 16,35 4,91 7,09 3,07 20,89 4,79 6,97 0,76 19,18 5,03 6,70 7,91 14,19 3,83 6,62 3,60 24,25 3,54 6,60 8,92 15,94 3,76 6,52 3,04 24,79 2,69 5,31 7,49 22,03 4,03 5,09 7,74 15,57 0,82 4,72 -2,97 17,24 3,38 4,58 5,85 19,64 2,11 3,80 4,24 16,73 2,38 3,14 -7,02 13,27 0,88 0,59 -4,55 18,74 -1,40 -4,89 2,27 19,98

Europe Equity Mid/Small Cap

Lonvia Avenir Mid-Cap Euro Clean Nordea 1 - Nordic Equity Small Cp BP EUR SEB European Equity Small Caps D EUR 5,89 13,87 22,03 10,60 22,82 12,96 19,11 1,81 24,47

Algebris Core Italy EB EUR Acc

18,96 16,37 20,84 Arca Economia Reale Equity Italia I 12,75 17,49 16,94 20,71 DNCA Invest Archer Mid-Cap Europe I EUR 10,23 16,88 4,67 18,45 Eleva UCITS Eleva Ldrs SMCap Eurp I€ acc 14,86 3,19 16,70 abrdn Eu Sml Comp D Acc EUR 11,35 12,71 0,87 22,22 Wellington Pan Eurp Sm Cp Eq EUR S Ac 12,40 1,04 19,36 Symphonia Azionario Small Cap Italia 8,45 12,35 8,34 19,30 Echiquier Agenor Euro SRI Mid Cap I 11,41 2,54 14,42 Threadneedle (Lux) Eur Smlr Com 9E EUR 8,81 9,98 -2,96 19,50 Threadneedle (Lux) Pan Eurp SmCp Opps AE 8,41 9,92 -5,95 20,55 Comgest Growth Eurp Smlr Coms EUR I Acc 12,00 9,65 -6,09 18,67 Anima Iniziativa Italia F 9,59 9,03 7,62 21,70 Sycomore Fund Happy @ Work I 4,85 8,47 0,17 16,44 Oddo BHF Avenir CR-EUR 4,72 8,17 1,86 19,24 CS (Lux) Small and Mid Cap Germany Eq B 7,63 7,89 -4,17 18,45 Echiquier Agenor SRI Mid Cap Europe A 8,18 7,40 -6,10 16,20

Financials Sector Equity

Fidelity Global Financial Svcs Y-Dis-EUR 8,35 12,81 9,85 20,07 BGF World Financials A2 8,28 11,00 0,64 27,32 Jupiter Financial Innovt D EUR Acc 8,42 9,57 -5,52 21,62

FONDO

DATI AL 31 MARZO 2022

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

Global Emerging Markets Equity

Amundi Fds New Silk Road IU USD C

-6,09 MS INVF Emerging Leaders Equity A 54,76 54,11 -8,26 20,19 William Blair SICAV EM Sm Cp Gr Z USD C 9,82 16,78 7,43 17,29 Polar Capital Em Mkts Stars S USD Acc 12,01 -9,02 17,87 Candriam Sst Eq Em Mkts R € Acc 8,91 11,68 -6,68 16,12 Fidelity Emerging Mkts Foc I-Acc-USD 10,14 11,28 -4,39 15,35 Heptagon Driehaus Em MktsSust EqCUSDAcc 8,97 11,03 -4,31 15,14 RAM (Lux) Sys Emg Mkts Equities B USD 5,60 10,08 3,91 15,52 GQG Partners Emerging Mkts Eq I USD Acc 8,11 9,93 -3,28 14,28 Capital Group New World (LUX) Z 8,28 9,71 -1,38 15,45 Wellington Emerg Mkt Devpmt USD S Ac 9,34 9,58 -8,69 16,86 FvS Global Emerging Markets Equities IT 7,30 8,98 -11,36 16,06 GS Emerging Markets Eq ESG I Acc USD 8,98 -10,26 16,49 JPM Emerging Markets Div A (acc) EUR 7,02 8,93 2,15 16,27 Candriam Eqs L Em Mkts C EUR Cap 6,17 8,78 -8,99 16,35 River & Mercantile EM ILC Eq EB USD 5,91 8,37 -1,79 14,67 Nordea 1 - Emerging Stars Equity BI EUR 7,12 8,20 -16,12 17,18 Schroder ISF Glb Em Mkt Opps C Acc USD 7,21 7,89 -9,38 17,87 Redwheel Global Emerging Mkts B USD 5,75 7,66 -12,24 21,89 Schroder ISF Em Mkts I Acc USD 7,08 7,37 -9,47 16,59 GS Emerging Markets Eq Base Acc USD 6,00 6,83 -12,46 16,76 Robeco QI EM Enhanced Index Equities I $ 6,04 6,79 -2,94 15,22 GemEquity I 5,88 6,77 -17,50 17,50 Fidelity Em Mkts Y-DIST-USD 6,27 6,64 -15,81 17,45 Fidelity Instl Emerg Mkts Eq I-Acc-USD 6,25 6,57 -16,07 17,68 Emerging World Inst 5,29 6,42 -10,09 Stewart Inv Glbl Em Mkts Sust VI EUR Acc 5,25 6,19 -1,13 12,81 Principal Origin Glb Em Mkts I Acc GBP 5,25 6,01 -9,82 14,81 Capital Group EM Growth (LUX) Z 6,17 5,64 -12,88 16,21 Amundi Fds Em Mkts Eq Foc I USD C 5,30 5,52 -10,83 16,19 JPM Emerging Markets Equity A (dist) USD 6,16 5,06 -16,81 17,20 PrivilEdge Amer Centy EM Eq I USD Acc 4,94 -13,61 15,97 American Century Em Mkts Eq I USD 5,22 4,86 -13,92 16,30 BGF Emerging Markets E2 5,88 4,71 -16,96 17,65 UBS (Lux) Eq Fd EM Sst Ldrs (USD) P 7,07 4,55 -16,51 14,17 Robeco Emerging Markets Equities D € 4,31 4,48 -9,92 17,08 Vontobel mtx Sust EmMkts Ldrs G USD 5,48 3,11 -14,27 14,55 JPM Emerging Mkts Opps A (acc) USD 5,25 2,95 -14,64 16,96 Templeton Emerging Markets A(Ydis)USD 3,25 2,39 -17,94 17,99 T. Rowe Price EM Eq I USD 4,13 2,10 -16,59 16,43 Templeton BRIC I(acc)USD 5,03 1,40 -19,08 19,43 Vontobel Emerging Markets Eq A USD 1,86 1,03 -12,49 14,99 Eurizon Equity EmMkts Smart Vol R Acc 1,44 0,95 -8,34 14,77

Global Equity Large Cap

Mirova Global Sust Eq S1/A EUR NPF 9,04 THEAM Quant WldClmtCarbOffstPlnPrivl€Acc 10,24 CPR Invest Social Impact I EUR Acc 4,88 BGF Circular Economy Z2 USD 5,86 BNP Paribas Global Envir N C MS INVF Global Brands A USD 89,40 49,46 16,07 MS INVF Global Opportunity Z 99,59 45,77 -13,08 18,00 MS INVF Global Quality Z 72,48 45,12 12,86 13,84 MS INVF Global Insight Z 79,66 33,15 -31,07 28,24 AMP Capital Global Companies I USD Acc 22,89 16,84 14,77 Schroder ISF Glb Disruption C Acc USD 21,36 9,68 17,11 DPAM B Eqs NewGems Sust W Cap 16,55 19,98 6,14 17,06 Artisan Global Discovery I USD Acc 19,94 6,19 15,99 T. Rowe Price Glb Foc Gr Eq I USD 17,18 19,93 1,91 16,82 Schroder ISF Glb Clmt Chg Eq C Acc EUR 14,98 19,64 2,87 17,42 Schroder ISF Glbl Sust Gr C Acc USD 16,14 19,60 13,48 13,46 American Century Concntr Glb Gr Eq I USD 17,18 19,09 11,01 14,48 Vontobel Clean Technology I EUR 11,79 19,03 5,00 17,46 ERSTE Responsible Stock Glb EUR I01 VT 18,51 14,62 16,49 SWC (LU) EF Sustainable AA 13,45 18,44 13,76 15,47 UBAM 30 Global Leaders Equity IHC USD 15,50 18,43 20,32 16,02 Seilern World Growth CHF H R 15,70 18,25 17,94 18,24 Aviva Investors Glbl Eq Endur I USD Acc 12,90 18,12 17,63 16,73 JPM Global Focus A (dist) EUR 11,23 18,10 17,08 16,67 RBC Funds (Lux)Vsn Glb Hrzn Eq O USD Cap 18,06 10,01 15,29

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FONDO RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

Robeco Sustainable Glbl Stars Eqs F EUR Capital Group New Pers (LUX) ZL Artisan Global Opportunities I EUR Acc Pictet - Global Envir Opps I EUR Threadneedle (Lux) Global Focus W AB SICAV I Stbl Glb Tmtc Ptf AX USD UniGlobal Schroder ISF Global Eq C Acc USD JPM Global Select Equity A (acc) USD DPAM Equities L World SRI MSCI Index F Nikko AM Global Equity A USD Acc Schroder ISF Global Eq Alp C Acc EUR Allianz Thematica A EUR Fonditalia Millennials Equity T Thematics Meta I/A USD Allianz Global Sustainability IT EUR Fiera Capital Global Equity B Acc Nordea 1 - Global Portfolio BP EUR Amundi MSCI Wld Climt Trnstn CTB XE Nordea 1 - Global Stars Equity BI EUR JPM Global Dividend A (acc) USD State Street World ESG Index Eq I USD Fidelity Global Focus Y-Dis-EUR CS (Lux) Security Equity CB USD Heptagon WCM Global Equity A USD Acc Pictet-Security I EUR Amundi IS MSCI World IE-C 13,32 17,81 14,87 15,02 14,30 17,69 9,84 16,44 14,36 17,68 6,48 14,82 13,17 17,63 7,52 16,46 15,25 17,52 12,58 14,63 13,59 17,43 6,23 16,47 12,68 17,38 16,83 14,32 13,49 17,19 15,52 14,55 12,17 17,16 17,90 16,37 12,63 17,00 16,52 15,26 14,73 16,97 9,73 14,59 12,79 16,91 15,62 14,68 14,88 16,79 10,54 14,63 16,69 8,15 18,10 16,48 5,73 16,75 12,31 16,28 18,08 15,79 14,06 16,16 16,84 14,37 13,03 15,95 8,92 16,24 11,74 15,77 16,35 16,24 13,85 15,76 8,06 15,36 11,40 15,75 18,16 15,55 11,62 15,74 15,93 15,42 11,98 15,57 7,41 14,57 13,74 15,49 17,73 18,31 15,41 2,47 15,25 13,00 15,41 11,32 16,94 11,42 15,20 15,96 15,75

DWS Akkumula LC DPAM B Equities World Sust V Dis Eurizon Azionario Intl Etico 10,99 15,18 14,59 14,05 14,86 6,17 14,04 10,72 14,82 11,97 16,68

JB Equity Next Generation EUR Ch Fidelity Glb Dmgrphcs Y-Acc-GBP Fidelity World FAM L Acc CPR Invest Glbl Dsrpt Opp R EUR Acc DWS Invest SDG Global Equities XC Amundi Fds Polen Cptl Glbl Gr I2 USD C Fideuram Fd Global Equity R EUR Acc MGI Global Equity A10 0.2000 EUR Acc AXAWF Global Factors-Sust Eq I Cap EUR MS INVF Global Sustain Z USD Acc 14,76 10,36 16,64 12,72 14,72 9,99 13,75 14,62 9,47 15,96 12,60 14,54 -5,31 18,47 14,48 3,54 14,62 14,94 14,42 5,05 14,57 14,33 16,56 16,10 14,33 7,61 15,56 11,67 14,18 17,99 14,15 14,11 12,95

Nomura Fds Global High Convct F GBP 12,49 14,06 7,94 15,73

Fidelity World A-Dis-EUR

10,26 14,00 7,84 15,70 M&G (Lux) Positive Impact LI EUR Acc 13,95 5,56 16,23 Candriam Eqs L Glbl Demography C EUR Cap 10,51 13,86 9,68 15,24 Guinness Global Equity Income D EUR Acc 10,88 13,86 19,40 14,31 AB Global Equity Blend I Acc 9,86 13,83 7,40 15,71 Core Series - FAM Sustainable E EUR ND 13,81 12,33 14,87 Wellington Glbl Quality Gr USD S Ac 13,81 13,78 8,24 14,80 T. Rowe Price Glb Val Eq I USD 8,22 13,64 11,61 17,08 Amundi Fds Glb Ecology ESG A EUR C 9,05 13,63 7,81 14,22 Mercer Fndmt Idxt Glbl Eq M-1€ Acc H 10,76 13,36 11,39 14,72 Pictet - Quest Global Sust Eq I EUR 10,11 13,32 17,63 15,16 FvS Dividend IT 9,42 13,32 12,93 13,41 BlackRock Advantage World Eq D EUR H Acc 13,30 8,12 17,38 UBS (Lux) ES L/T Thms $Q 10,03 13,26 6,03 16,96 JB Global Excell Eq EUR Bh 10,50 13,14 10,36 17,64 GIS SRI World Equity CX 9,87 12,93 14,80 15,03 DWS Invest ESG Equity Income XC 12,80 16,60 12,61 Fidelity Global Equity Inc I-Acc-USD 9,88 12,79 14,92 12,15 Amundi Fds Glb Eq Sust Inc I2 EUR C 8,12 12,78 17,29 14,14 RobecoSAM Glbl Gndr Eqlty Eqs I EUR 11,43 12,69 13,35 15,38 Fundsmith Equity I EUR Acc 13,52 12,58 9,65 13,19 Aegon Global Equity Income EURH B Acc 9,46 12,55 10,19 15,62 Robeco Global Consumer Trends D € 13,62 12,50 -8,58 16,36 M&G (Lux) Glb Dividend A EUR Acc 9,06 12,33 17,04 19,59 Pictet-Global Megatrend Sel I USD 10,23 12,33 1,26 16,08 Vontobel Global Equity A USD 10,12 12,17 8,02 14,44 Ninety One GSF Glb Qual Eq Inc I Acc USD 9,01 12,17 12,80 13,28 CPR Invest Climate Action I EUR Acc 12,12 10,20 15,51 Pictet - Global Thematic Opps-I EUR 10,15 11,92 1,46 15,94

FONDO

DATI AL 31 MARZO 2022

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

GS Global CORE Eq E Acc EURClose CPR Invest Megatrends R EUR Acc MS INVF Global Brands Eq Inc Z MFS Meridian Global Equity A1 USD LUX IM Goldman Sachs Glbl Eq Opports HX EuroFundLux - Azionario Glb ESG B 8,85 11,78 13,77 17,07 11,63 6,66 14,75 10,32 11,37 14,41 8,73 11,09 9,32 15,82 11,05 12,29 16,35 7,76 10,98 16,14 15,86

Carmignac Investissement A EUR Acc Eurizon Equity World Smart Vol R Acc Robeco BP Global Premium Eqs B EUR FAM Global Premium Equities L EUR Acc Mirabaud Sust Glbl Hi Div A USD Acc Fidelity Global Dividend I-Acc-EUR Fondo Alto ESG Internazionale Azionari A Invesco Global Equity Income C USD Acc LUX IM ESG Pictet Future Trends EX 6,32 10,89 -9,46 15,97 8,69 10,69 13,95 14,19 6,47 10,57 11,07 18,51 10,48 10,68 18,81 8,79 10,31 12,95 14,90 8,03 10,28 8,33 12,31 7,21 10,13 9,12 13,26 7,14 10,09 12,21 19,20 7,78 9,96 0,12 16,69

AZ Fd 1 AZ Eq Global FoF A-AZ Fd Acc

6,76 9,87 2,48 10,77 LUX IM Blackrock Global Equity Div FX 9,38 9,75 12,08 15,11 DNCA Invest Beyond Global Leaders B EUR 7,02 9,62 -8,06 15,57 Mediolanum BB Innovative Thematic Opps L 9,43 -0,87 15,70 Anima Valore Globale A 5,55 8,83 10,13 18,17 FAM Global Equities Income L EUR Acc 8,81 11,54 15,45 Fidelity Global Dividend FAM A acc 8,68 6,71 12,59 DWS Invest Top Dividend FC 5,92 8,63 18,37 12,59 Fidelity Glbl thmtc Oppos A-USD 6,37 8,57 3,25 15,27 Pictet SmartCity I dm GBP 6,48 7,98 -2,20 15,70 Mirabaud Sustainable Glbl Fcs A USD Acc 10,82 7,80 0,25 14,94 Infusive Fd Cnsr Ap Glb Ldr BH 7,21 6,18 -23,10 17,78 Schroder ISF Glb Div Mxmsr C Acc USD 4,25 5,71 12,69 19,56 Macquarie Valueinvest LUX Global A Cap 4,27 4,92 3,24 Mediolanum BB Dynamic Intl Val Opp LA 2,16 4,72 8,50 16,65

Global Equity Mid/Small Cap

BNP Paribas Climate Impact Privl C Nordea 1 - Global Climate & Envir BI EUR 14,67 21,07 13,19 17,64 Threadneedle (Lux) Glb Smlr Coms AE 13,63 15,13 -3,43 18,59 Triodos Pioneer Imp EUR Z Acc 9,58 13,19 -4,27 17,22

Greater China Equity

MW TOPS China A Share UCITS H GBP Matthews China Small Coms Fd I USD Acc 14,26 17,22 -17,44 18,65 JPM China A-Share Opps C (acc) EUR 14,64 14,93 -12,43 18,72 Schroder ISF China A C Acc USD 14,40 -10,24 17,80 Schroder ISF All China Equity C Acc USD 12,31 -13,64 17,49 JPM Greater China A (dist) USD 11,15 11,73 -21,41 18,02 Allianz All China Equity IT USD 11,19 -19,82 18,63 abrdn China A Share Eq I Acc EUR 13,69 10,35 -14,71 18,92 Schroder ISF Greater China C Acc USD 10,15 8,80 -16,35 17,16 JPM China A (dist) USD 9,48 7,32 -31,11 20,49 Eurizon Equity China A Z Acc 6,86 -12,09 18,48 BNP Paribas China Eq Cl D 7,01 4,88 -28,64 18,55 FSSA China Growth I USD Acc 8,18 4,84 -16,80 16,56 Schroder ISF China Opps C Acc USD 6,37 4,44 -20,84 17,95 UBS (Lux) EF Greater China (USD) Q 9,71 4,12 -22,88 15,87 Neuberger Berman China Eq USD I Acc 7,37 2,62 -20,53 15,85 Ninety One GSF All China Eq I Acc $ 6,93 1,63 -17,50 15,11 FSSA Hong Kong Growth I USD Acc 5,42 0,30 -13,22 14,49 UBS (Lux) EF China Oppo(USD) Q USD acc 7,47 -0,08 -27,67 14,99 Amundi Fds China Equity E2 EUR C 3,05 -0,87 -30,85 18,37 Invesco Greater China Equity A USD Acc 2,69 -1,32 -29,36 18,05 Fonditalia Equity China T 1,23 -2,93 -25,58 17,21 Fidelity China Consumer Y-Acc-USD 2,34 -3,06 -33,38 18,26

Healthcare Sector Equity

JPM Thematics Genetic Thrps C2 Acc USD -18,26 CPR Invest MedTech I EUR Acc 7,80 JPM Global Healthcare C (acc) USD 12,75 15,58 16,54 14,89 AB International HC A Acc 13,79 15,22 22,66 13,61 Fidelity Global Health Care Y-Dis-EUR 12,93 14,94 20,48 14,02 Candriam Eqs L Onclgy Impct I USD Cap 14,42 4,48 15,11 BGF World Healthscience A2 11,95 13,44 16,20 13,41 Bellevue (Lux) Bellevue Md & Svc T EUR 14,98 13,13 13,13 15,19 BNP Paribas Health Cr Innovtr Cl Cap 9,16 13,06 12,29

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FONDO

Janus Henderson Glb Life Scn I2 USD Bellevue (Lux) Bellevue Sust HC I2 EUR Janus Henderson Horizon Bio IU2 USD Acc CS (Lux) Digital Health Equity CB USD Pictet-Health I USD LUX IM Global Medtech HX Franklin Biotechnology Discv A(acc)USD Pictet-Biotech P USD

India Equity

Ashoka India Opps A USD Acc Nomura Fds India Equity Z USD UTI India Dynamic Equity EUR Instl Schroder ISF Indian Opports C Acc USD

Infrastructure Sector Equity

M&G (Lux) Global Listed Infras A EUR Acc DWS Invest Global Infras FC Wellington Enduring Assets EUR G Ac MS INVF Global Infrastructure Z

Japan Equity

BNP Paribas Japan Sm Cp Cl C GS Japan Equity Ptnrs I Acc EUR Hdg Threadneedle Japan Ins X Inc GBP FSSA Japan Equity VI EUR Acc SPARX Japan Sust Eq JPY Inst I BNY Mellon Jpn Sm Cp Eq Foc JPY W Acc PrivilEdge - Alpha Japan JPY NA Jupiter Japan Select D USD Acc GS Japan Equity Base Acc JPY JPM Japan Equity A (dist) USD Comgest Growth Japan JPY Acc Invesco Japanese Eq Adv C JPY Acc Eurizon Sustainable Japan Equity R Acc Schroder ISF Japanese Eq A Dis AV SPARX Japan JPY Inst A

Latin America Equity

DWS Invest Latin American Eqs LC Schroder ISF Latin American C Acc EUR JPM Latin America Equity A (dist) USD

Long/Short Equity

Janus Henderson Hrzn PanEurpAbsRetI2 EUR AB Select Abs Alpha F EUR H Acc SPS-Select Eq Long Sht UCITS I EUR Acc JPM US Hedged Equity C (acc) EURH ANIMA Star High Potential Europe Prestig Anima Alto Potenziale Europa A Eleva UCITS Eleva Abs Ret Eurp S EUR acc Pictet TR - Atlas I EUR Pictet TR - Mandarin P USD Janus Henderson Absolute Return I Acc LUX IM ESG Ambienta Alpha Green DXL

Natural Resources Sector Equity

BGF World Mining A2 Pictet-Timber I USD

Precious Metals Sector Equity

R-co Thematic Gold Mining C BGF World Gold A2

Real Estate Sector Equity

Janus Henderson Hrzn PanEurpPtyEqs A2EUR Janus Henderson Hrzn GlblPtyEqsI2USD Janus Henderson Glb Rl EstEqInc I1qUSD Neuberger Bm US Rel Est Sec EUR I Acc

Technology Sector Equity

BGF Next Generation Technology Z2 USD Fidelity Global Technology Y-Dis-EUR Allianz Global Artfcl Intlgc AT EUR JPM US Technology A (dist) USD BGF World Technology E2 PrivilEdge Fidelity Tech SysH EUR MD

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

11,41 12,28 9,05 15,39 11,99 4,18 12,78 11,62 -16,52 21,43 10,66 -27,22 23,98 7,95 9,07 7,07 14,98 6,19 2,22 15,49 1,43 2,81 -16,43 20,54 2,53 2,47 -17,58 21,49

24,58 26,38 21,73 11,95 16,89 31,29 23,09 13,02 16,07 16,99 23,31 9,83 12,11 13,03 20,46

12,16 18,52 18,03 8,24 11,46 26,22 14,81 8,63 9,76 16,89 11,56 6,73 8,54 17,13

12,32 14,69 -1,24 16,61 9,32 12,64 -3,72 14,57 11,06 11,58 -10,83 20,57 8,99 11,00 -2,55 14,68 9,17 9,40 -1,20 19,92 8,45 9,24 -1,05 12,77 7,74 9,20 -2,25 14,57 6,47 9,09 -1,95 13,74 8,28 7,90 -11,39 17,45 8,42 7,00 -14,99 16,84 6,15 5,37 -4,91 15,39 2,76 5,25 -2,02 12,61 3,87 4,20 -4,80 13,30 6,22 3,32 -8,06 13,93

10,98 11,61 30,01 30,45 5,60 7,17 28,86 30,36 3,55 4,94 22,50 30,18

7,37 9,34 7,94 8,92 9,83 8,87 1,71 12,09 6,28 8,79 3,47 8,09 4,01 7,24 3,34 4,34 3,88 7,01 3,05 4,27 6,59 6,02 4,16 3,89 3,59 5,71 0,86 2,98 6,07 4,97 -11,37 8,10 1,97 3,06 1,15 6,68 -0,38 1,18 2,16 8,22

17,33 26,16 38,96 26,06 9,74 16,25 6,95 21,65

7,38 22,15 23,47 32,18 5,10 15,42 14,45 34,69

10,31 11,09 21,82 16,28 9,93 10,43 18,53 15,37 8,43 10,17 20,20 17,51

28,52 -13,60 26,52 23,03 28,21 11,45 17,56 26,98 -0,84 25,52 25,87 25,70 1,00 24,37 24,30 25,03 -1,87 22,22 20,83 24,69 2,96 20,17

FONDO

DATI AL 31 MARZO 2022

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

AB International Tech I Acc 22,29 24,30 -2,77 20,68

BNP Paribas Disrpt Tech Cl D Franklin Technology A Acc USD Wellington Asia Technology USD S Ac BGF Future of Transport Z2 USD 21,81 23,11 16,19 17,45 22,28 22,97 6,14 20,68 22,73 0,49 17,88 22,29 5,97 23,74

BNY Mellon Mobility Innovation USD E Acc

21,69 2,41 22,34 Janus Henderson Glb Tech&Inno I2 USD 20,90 21,33 3,21 17,84 JPM Europe Dynamic Techs Fd A (dist) EUR 15,92 21,25 5,01 20,71 Pictet - Robotics I dy EUR 17,49 21,18 2,15 20,90 Janus Henderson Hrzn GlbTechLdrs A2USD 18,28 20,51 6,34 17,51 Polar Capital Global Tech Inc 20,81 20,49 1,75 16,94 UBAM Tech Global Leaders Equity IHC EUR 18,73 3,69 20,26 CS (Lux) Robotics Equity CB USD 12,23 11,30 -2,18 20,80 Pictet-Digital PUSD 9,13 7,40 -14,33 15,73

UK Equity Large Cap

Liontrust GF Spec Sits C3 Instl Acc £ 7,31 7,12 5,07 17,39 BGF United Kingdom E2 5,03 5,32 0,61 17,39

US Equity Large Cap Blend

DPAM Equities L US SRI MSCI Index F 17,64 22,78 25,85 16,95 Amundi Inv US Equity X 21,75 21,11 15,84 JPM US Select Equity A (acc) USD 14,63 20,67 22,32 16,88 JPM America Equity A (dist) USD 15,55 20,32 23,87 17,46 Amundi Fds US Pioneer Fund E2 EUR C 15,10 20,28 21,41 15,06 BNY Mellon Dynamic U.S. Equity USD W Acc 19,74 22,41 16,52 JPM US Equity All Cap C (acc) USD 15,55 19,70 19,41 17,46 Amundi IS S&P 500 ESG IE-C 14,92 19,55 25,48 16,51 iShares North America Eq Idx (LU) X2 USD 14,58 19,39 21,79 16,82 AB Select US Equity S1 USD Acc 14,92 19,15 22,07 15,52 iShares US Index (IE) Flex Acc USD 14,78 19,11 21,72 16,57 Eurizon Equity USA Z Acc 13,57 18,78 18,03 15,85 AAF-Parnassus US Sust Eqs I USD Acc 18,72 18,15 14,63 Cleome Index USA Equities R EUR Acc 14,24 18,70 19,51 16,60 DPAM B Eqs US Idx F EUR Cap 14,41 18,62 19,68 16,43 Vanguard U.S. 500 Stk Idx $ Acc 14,36 18,60 21,56 16,33 Amundi IS MSCI North America IE-C 14,20 18,56 20,09 16,64 GSF II GS Mlt-Mgr US Eq P USD Acc 14,53 18,56 18,89 16,69 Fiera Capital US Equity B Acc 16,09 18,36 21,46 16,44 Pictet-USA Index P USD 14,00 18,19 21,04 16,33 State Street US ESG Scrn Idx Eq P USD 13,86 18,12 19,41 16,62 AXA Rosenberg US Enh Idx Eq Alp A $ Acc 13,82 17,96 19,67 16,12 Franklin US Opportunities Z(acc)USD 16,11 17,94 9,60 19,35 JPM US Select Equity Plus A (acc) EURH 12,66 17,83 12,82 18,29 UniNordamerika 14,46 17,74 16,50 15,64 Wellington US Research Eq USD S Ac 13,14 17,66 16,30 16,92 Amundi Fds Pio US Eq Rsrch E2 EUR C 13,03 17,64 18,94 15,91 BGF US Flexible Equity A2 13,10 17,60 16,70 16,92 ANIMA US Equity Prestige 14,09 17,29 16,16 15,41 Allspring (Lux) WW USAllCpGr I EUR Acc 17,12 16,99 0,43 21,37 BlackRock Advantage US Eq D EUR H Acc 16,66 14,49 17,24 GS US CORE Equity U Inc USD 12,94 16,58 20,48 16,53 StocksPLUS™ Instl EURH Acc 12,89 15,98 12,46 18,73 Fonditalia Equity USA Blue Chip R 11,58 15,82 19,57 17,46 Thematics Safety R/A USD 15,55 2,20 18,12

US Equity Large Cap Growth

MS INVF US Growth I 152,91 69,98 -18,08 29,58 MS INVF US Advantage I 92,56 39,52 -20,67 24,43 JPM US Growth A (dist) GBP 21,32 24,20 12,32 19,67 AXAWF Fram American Growth F Cap EUR 19,24 22,41 19,29 16,90 UBS (Lux) ES USA Growth $ Q- acc 19,21 21,69 19,08 18,31 BNP Paribas US Growth Classic C 17,15 20,41 17,42 AB Sustainable US Tmtc A USD 16,84 20,30 12,35 16,50 Nuveen Winslow US LrgCapGr ESG PUSD 19,25 20,20 15,83 17,87 Janus Henderson US Forty A2 USD 17,24 19,86 11,14 16,57 Allspring (Lux) WW USLrgCpGr IEUR Acc 19,05 19,43 12,51 17,88 Polen Capital Focus US Gr USD Instl 19,01 19,42 10,19 17,84 Artisan US Focus Fund I USD Acc 19,28 15,56 16,46 Legg Mason CB US Eq Sust Ldrs PR EURHAcc 15,18 19,19 6,26 16,39 Amundi Fds Pio US EqFundmGr M2 EUR C 15,68 19,16 17,11 16,43 AB American Gr Ptf C Acc 17,11 18,92 15,50 16,03

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FONDO RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

Fidelity American Growth Y-Acc-USD Threadneedle (Lux) American W

15,62 18,72 14,57 14,62 14,48 18,62 16,35 16,40 Brown Advisory US Equity Growth $ B 17,51 16,40 8,03 17,67 Edgewood L Sel US Select Growth A EUR H 14,93 15,12 -1,70 19,28 Vontobel US Equity A USD 12,54 14,69 14,34 15,65

US Equity Large Cap Value

Threadneedle US Eq Inc L Inc GBP 12,79 18,25 23,58 15,31 Heptagon Yacktman US Equity C USD Acc 12,29 15,97 14,79 13,64 DPAM B Eqs US Div Sus F 11,77 15,79 19,12 16,99 US Equity Value FAM L Acc 15,14 21,11 18,06 Amundi Fds Pio US Eq Rsrch Val E2 EUR C 9,64 14,72 21,73 16,55 JPM US Value A (dist) GBP 9,03 14,24 18,68 18,55 Fidelity America A-Dis-USD 7,89 12,43 25,60 Robeco BP US Premium Equities IH € 8,00 12,39 10,06 20,37 M&G North American Value FAM L Acc 11,04 16,46 18,48

US Equity Mid Cap

BL-American Small & Mid Caps B EUR Hdg 12,10 12,23 3,01 18,03

US Equity Small Cap

T. Rowe Price US Smlr Cm Eq Q USD 14,57 17,70 6,29 17,74 Fisher Invst Instl US SmCp Cr Eq ESG USD 14,60 17,16 4,59 21,07 Artemis Funds(Lux) US Smlr Coms FI USD 15,35 16,89 1,69 20,01 Indosuez Funds America Small&Mid Caps G 12,18 16,76 5,78 19,31 abrdn NA SmComs I Acc USD 11,18 16,30 9,17 21,60

Convertibles

BNP Paribas Europe Sm Cp CnvrtI C Franklin Glbl Convert Secs A(acc)USD 10,89 12,85 0,55 12,37 Calamos Global Convertible I USD Acc 8,42 11,79 -2,62 10,49 Mirabaud Sust Convert Glbl A USD Acc 6,34 11,70 -2,62 9,34 CQS Glbl Sust Cnvrtible C USD Hdg Acc 6,52 9,68 5,38 8,48 Lazard Convertible Global PC EUR 8,55 9,43 -4,62 10,69 UBS (Lux) BS Convt Glbl € Q-acc 5,26 7,07 -7,76 12,95 JPM Global Convert (EUR) A (dist) EUR 4,20 6,84 -9,28 14,35 Schroder ISF Glb Convert Bd C Acc USD 4,23 6,30 -4,23 9,03 UBAM Global Convertible Bond IC EUR 4,23 5,69 -7,32 10,93 UniInstitutional Global Conv Sustn EUR A 3,95 5,50 -6,76 9,56 CS Invm prtns(Lux) Glb cnvrt Bd FBH EUR 3,32 4,45 -2,82 7,59 DWS Invest Convertibles FC 2,73 4,31 -7,27 9,85 G Fund European Convertible Bd IC EUR 2,07 2,78 -3,76 7,23 Groupama Convertibles ID 1,69 1,86 -5,02 6,32 LO Funds Convertible Bond EUR RA 0,36 1,67 -9,00 8,37

Commodities Broad Basket

PIMCO GIS Cmdty Real Ret Instl USD Acc 10,22 20,40 61,70 16,54 StructGSQrtxMdfdStgyBlmbrgCmdIdxTRCCHFH 9,48 19,63 61,38 14,72 Wellington Commodities USD S Ac 10,46 19,06 50,15 14,16 Fideuram Fd Commodities 7,49 15,67 48,39 15,66

Alternative Miscellaneous

Amundi Inv Dynamic Allocation H EUR ND -9,68 Lyxor Epsilon Global Trend I 3,59 5,24 -1,36 6,81 Alpi Hedge A 1,56 1,91 -0,74 2,00

Global Macro

Amundi Inv Optimiser H EUR ND 1,30 Amundi Inv Tactical Allc Pillar M EUR ND -15,33 Amundi Inv Tactical Ptf Inc M EUR MGI ND 9,12 Amundi Fds Multi-Strat Gr M2 EUR C 4,11 7,30 0,30 6,51 KLS Arete Macro SI USD Acc 6,28 4,05 7,85 Schroder GAIA WellingtonPagosa E AccEURH 4,53 6,21 4,06 Amundi Fds Abs Ret MS M2 EUR C 1,99 3,97 -0,46 5,24 JPM Global Macro Opps A (acc) EUR 4,04 2,66 -4,90 5,26 Amundi SF Abs Ret Mlt-Strat Cntrl H ND 0,98 2,47 0,12 4,57 Eurizon Absolute Active R EUR Acc -0,46 -0,59 -4,25 2,81 Invesco Global Targeted Ret Z EUR Acc -2,36 -2,48 -4,43 4,18

Market Neutral

Man GLG Event Driven Alternative IN USD 9,56 Lazard Rathmore Alternative EA Acc EUR H 8,76 2,05 6,48 Aegon Global Eq Mkts Netrl EURH C Acc 4,21 7,75 0,49 5,77 Schroder GAIA Helix I Acc USD 6,46 -0,78 6,25 Man GLG Alpha Select Alt ILH EUR 7,12 6,45 11,70 3,95 BSF Global Event Driven Z2 USD 4,62 5,81 6,82 7,14

FONDO

DATI AL 31 MARZO 2022

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

BSF European Absolute Return D2 EUR MW Systematic Alpha UCITS A EUR Exane Funds 2 Exane Pleiade A EUR Acc BMO Real Estate Eq Mkt Netrl B Acc EUR

Multialternative

NN (L) Alternative Beta I Cap USD Nordea 1 - Alpha 15 MA Fd BI EUR BCV Liquid Alternative Beta B (USD) Nordea 1 - Alpha 10 MA Fd BI EUR LFIS Vision UCITS Pers Str IS Acc Nordea 1 - Alpha 7 MA Fd BI EUR Vontobel Fd II Vsc At Bt Opp AI EUR Inc Franklin K2 Alt Strats A(acc)USD 4,89 5,20 10,08 5,99 3,62 4,51 5,97 4,74 1,99 4,49 -1,62 3,98 3,35 3,93 5,14 2,53

5,41 8,73 11,55 5,98 6,12 8,47 7,10 10,07 3,76 6,07 8,98 7,14 3,75 5,45 4,84 6,75 4,15 4,58 4,72 5,46 3,30 2,93 4,59 4,04 2,85 -2,19 5,04 1,19 2,20 3,29 6,67

Aggressive Allocation

ODDO BHF Exklusiv:Polaris Dynamic CNEUR 8,00 12,67 7,30 12,90 PBFI Access Growth (USD) A (acc) 7,71 10,91 13,19 11,58 GS Global MA Gr I Acc USD 7,12 10,25 11,78 12,37 DWS Strategic ESG Allocation Dyn LC 9,92 7,72 12,89 DPAM B Active Strategy F 9,34 3,46 11,98 Eurizon Manager Selection MS 70 6,39 9,10 6,56 11,75 CS (Lux) Portfolio Growth CHF B 5,32 8,62 8,71 10,65 BNP Paribas Sust Mul Ast Gr Cl Acc 5,94 8,48 3,31 12,54 First Eagle Amundi International AU-C 4,80 8,05 12,13 12,33 UniRak Nachhaltig A 5,63 7,61 1,07 10,07 Mediolanum BB Socially Respon Collct LA 4,31 7,42 2,95 10,99 Canaccord Genuity Opp A SGD Hdg Acc 7,20 2,59 14,28 Mediolanum BB MS Glbl Sel L A 6,39 7,07 -7,45 11,77 LUX IM ESG Generali InvmtsDiversStrat HX 5,36 2,33 16,98 LUX IM ESG Vontobel Millennial DXL 1,43 3,79 -4,13 12,08

Allocation Miscellaneous

ASI Progetto Sviluppo Oriente EEURC -7,28 ASI Progetto Sviluppo Globale E EUR NA 4,51 db AM DWS StepIn Global Eqs Evolut LC 4,07 LUX IM Innovation Strategy DX 8,49 -3,17 14,76 ASI Progetto Azione Sostnbl II EEURC 8,18 5,68 8,20 Amundi Inv Multi Asst Teodorico I € QDis 6,13 1,92 5,33 JPM Total Emerging Mkts Inc A (acc) EUR 4,30 5,55 0,69 12,34 UBS (Lux) KSS As GlStr Bal$ Q-acc 4,02 4,98 -1,73 9,17 Euromobiliare Equity Mid Small Cap A 4,72 0,17 8,86 AZ Fd 1 AZ Allc Asst Dyn FoF B-AZ Fd Acc 3,82 4,70 -0,43 5,44 ASI Progetto Azione Megatrend E EUR C 4,56 1,55 7,04 Ninety One GSF EM Mlt-Asst A Acc USD 2,85 2,99 -4,32 11,44 BancoPosta Orizzonte Reddito A 2,26 -2,56 6,29

Cautious Allocation

CPR Invest Smart Trends I EUR Acc 0,05 Schroder ISF Glbl MA Bal I Acc EUR 4,51 7,43 3,88 8,60 Amundi Fds Global MA Cnsrv M2 EUR C 4,39 6,65 1,50 5,27 Amundi Fds Euro MA Trgt Inc M2 EUR QTI D 6,10 4,44 7,01 GS Global MA Cnsv I Acc USD 3,55 5,43 4,16 7,72 Fonditalia Income Mix T 5,08 0,17 9,07 PIMCO GIS Strategic Inc Inst USD Acc 5,02 6,45 8,80 CS (Lux) Portfolio Yield USD B 2,97 4,77 5,21 6,49 Quaestio Solutions Funds MA Cons W Acc 4,75 5,21 4,60 Lazard Patrimoine SRI PC EUR 3,61 4,58 0,71 7,17 Dachfonds Südtirol I T 2,78 4,32 1,35 5,75 U Asset Allocation Enhancement USD Acc 2,58 4,24 4,74 5,62 SWC (LU) PF Resp Select (CHF) AA 2,17 4,24 3,89 5,70 Allianz Capital Plus WT EUR 3,14 4,18 -1,41 6,69 Raiffeisen Nachhaltigkeit Div I VT 2,08 3,83 2,56 3,00 Invesco Pan European Hi Inc Z EUR Acc 2,91 3,81 -0,44 9,19 Allianz MultiPartner - Multi20 2,37 3,74 1,93 4,21 BlackRock Multi Asset Cnsrv Sel D AccEUR 2,59 3,72 1,03 6,50 Bantleon Global Multi Asset IT 2,45 3,56 -0,20 6,14 Etica Rendita Bilanciata I 2,89 3,51 -0,48 5,87 Amundi Obbl Più a distribuzione A 2,00 3,49 0,34 4,20 ODDO BHF Polaris Moderate Cl EUR 2,54 3,45 1,31 5,47 Allianz Dyn MltAst Stgy SRI15 IT EUR 2,66 3,39 0,87 4,95 UniRak Nachhaltig Konservativ A 3,27 -3,75 6,71 Pharus SICAV Conservative A EUR Acc 1,84 3,19 -0,20 4,18

I FONDI CON RATING FUNDSPEOPLE 2022

FONDO

DPAM B Defensive Strategy F BGF ESG Global Conservative Inc I2 EUR Pictet-Multi Asset Global Opps I EUR DPAM L Patrimonial F PBFI Access Cpl Prsv (EUR) C (acc) Amundi Fds Mlt Asst Sust Fut M EUR C Amundi Fds Mlt Asst Rl Ret I EUR C Arca TE - Titoli Esteri NEF Ethical Balanced Conservative I Eurizon Diversificato Etico JPM Global Income Cnsrv C (acc) EUR Eurizon Manager Selection MS 20 SWC (LU) PF Resp Select (EUR) AA BSF European Select Strategies I4 EUR Quaestio Family Global Value EUR B Acc Anima Forza Moderato A Eurizon Conservative Allc R EUR Acc LUX IM UBS Active Defender HX Eurizon AM Sicav Social 4 Future C BNP Paribas Sust Mul Ast Sty Cl Inc Anima Vespucci F M&G (Lux) Conservative Allc A EUR Acc Vontobel Multi Asset Defensive E EUR Anima Forza Prudente A Nordea 1 - Balanced Income Fd BI EUR M&G Optimal Income Fam L Acc EUR Acc Euromobiliare Flessibile 30 A M&G (Lux) Optimal Income A EUR Acc Etica Obbligazionario Misto R

Flexible Allocation

BNP Paribas Target Risk Balanced Cl R New Capital Strat Port UCITS USD InstAcc E.I. Sturdza Sturdza Family SI USD R-co Valor C EUR ODDO BHF Polaris Flexible CN EUR FvS Multiple Opportunities II IT BL-Global Flexible USD B Varenne Valeur IT Sidera Funds Balanced Growth B Acc Schroder SSF Multi-Asset Dyn A Acc € EIS Flexible Equity Strategy 3 I BL-Global Flexible EUR B Raiffeisen-GlobalAll-StrategiesPlus I VT Invesco Balanced-Risk Allc Z EUR Acc LUX IM Flexible Global Eqs FX Candriam L Mlt-Asst Inc & Gr C EUR Acc Investiper Etico Bilanciato DWS Multi Asset PIR LC DWS Concept Kaldemorgen EUR SC UBS (Lux) KSS Glbl Allc (EUR) Q Raiffeisen-Nachhaltigkeit-Mix R VT EIS Flexible Plus 4 I MS INVF Global Balanced Income Z BNY Mellon Glbl Rl Ret (EUR) W Acc Invesco Balanced-Risk Select Z EUR Acc CB-Accent Lux BlueStar Dyn C EUR Acc PIMCO GIS Dyn Mlt-Asst Instl EUR Acc LUX IM ESG Amundi Sustainable Alpha HX Flexible Eq Stgy FAM L EUR Acc BSF Dynamic Diversified Growth I2 EUR Euromobiliare Science 4 Life A EIS Tactical Global Risk Control I DWS Invest Multi Opportunities EUR LC Comgest Growth Global Flex I EUR Acc LO Funds All Roads EUR NA M&G (Lux) Dynamic Allocation A EUR Acc Nordea Stable Performance FAM L EUR Acc JPM Global Multi Strategy Inc A (div)EUR LUX IM ESG Eurizon Contrarian Appr EX AXAWF Global Optimal Income I Cap EUR

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

3,18 -1,18 6,07 3,05 -0,72 6,77 2,23 3,04 -0,68 4,24 2,27 2,84 0,49 5,41 2,42 2,68 0,46 4,40 2,60 2,65 -2,16 5,48 1,59 2,56 0,54 6,33 1,69 2,49 -1,86 8,03 2,45 -0,63 5,13 1,58 2,34 -1,23 3,17 2,21 2,33 -0,98 5,68 1,57 2,23 -2,11 5,74 1,62 2,23 -1,83 6,01 1,91 2,13 -2,46 7,06 2,00 -0,76 5,72 0,98 1,88 -2,43 6,03 0,76 1,83 -3,40 5,53 1,46 -0,87 5,46 1,09 1,39 -3,65 6,78 1,08 1,35 -2,82 6,06 1,13 -1,41 4,82 0,21 0,99 2,32 8,63 0,97 0,28 3,12 0,43 0,92 -2,90 4,31 0,89 0,86 -3,57 4,40 0,63 -5,11 6,93 -0,02 0,54 -1,48 3,69 0,62 0,29 -5,21 7,35 0,46 0,10 -3,81 3,44

8,94 11,57 -5,15 13,69 10,39 9,98 9,52 6,76 9,15 2,77 15,20 5,20 8,13 3,35 10,02 6,44 8,08 7,18 8,78 7,13 7,86 6,89 7,93 7,79 1,83 9,77 5,33 7,61 8,94 7,98 7,38 2,14 9,31 7,34 1,02 9,40 5,62 6,89 6,34 8,53 4,52 6,83 6,99 5,70 4,75 6,47 7,36 9,01 3,79 6,05 4,17 4,93 2,93 5,79 0,22 5,73 2,97 5,56 1,64 8,76 5,44 2,49 12,30 3,76 5,44 4,34 6,80 4,96 5,40 -1,17 11,27 4,70 5,27 1,19 8,80 3,99 5,25 3,54 7,19 10,03 5,22 2,40 9,08 3,77 5,17 -0,03 8,10 4,62 5,12 4,09 8,90 2,80 5,05 -0,09 7,89 3,45 4,90 -4,82 5,82 4,28 -1,55 8,21 4,13 0,42 9,04 3,57 3,95 -0,68 6,19 3,40 3,84 4,13 7,37 3,21 3,80 -2,72 6,72 1,42 3,70 6,37 10,17 3,69 1,03 7,58 3,51 3,16 2,81 4,96 1,44 3,14 3,14 11,94 3,09 2,89 5,74 2,01 2,63 1,53 9,32 2,48 -1,76 8,13 3,32 2,47 -1,95 10,33

FONDO

DATI AL 31 MARZO 2022

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

EuroFundLux - Climate Change ESG B EIS Flexible Beta 6 I Epsilon Fund Enh Const Rk Contrib I€ Acc EIS PIP Flexible 2 I MS INVF Global Balanced Z Odey Opportunity IP EUR Acc EIS Flexible Beta 5 I EIS Multiasset Risk Overlay I MS INVF Global Bal Rsk Contr FOF A 2,08 2,43 -0,91 6,87 1,33 2,39 -5,12 3,11 1,92 2,26 -3,05 5,29 0,57 1,92 -2,14 2,18 1,37 1,71 1,45 1,38 1,44 2,45 5,21 0,26 0,92 -0,88 2,56 0,81 0,75 -1,70 3,78 0,73 0,73 -5,41

Eurizon AM Sicav Abs Ret Solu U

0,02 -2,56 3,49 AZ Fd1 AZ Eq Global Infras A-AZ Acc -0,15 11,36 16,62 LUX IM ESG Morgan Stanley Glbl Mltast EX -0,24 -0,49 -1,37 5,01

Moderate Allocation

Ruffer Total Return Intl I GBP Cap 6,39 12,28 9,81 8,80 Carmignac Pf Patrimoine Europe F EUR Acc 11,21 1,30 7,06 Janus Henderson Balanced A2 USD 9,14 10,89 12,54 10,56 Capital Group American Bal (LUX) Z 8,44 10,82 12,62 9,68 Allianz Income and Growth I H2 EUR 7,93 10,20 2,63 13,74 Man AHL TargetRisk I USD 9,38 9,87 14,90 8,36 BGF Global Allocation A2 5,80 9,55 3,59 9,88 T. Rowe Price Glb Alloc I USD 7,34 8,95 5,18 9,92 PIMCO GIS Glb Cr Ast Allc Instl USD Acc 6,51 8,85 8,05 10,66 Acatis Gané Value Event Fonds A 7,68 8,84 4,49 12,95 Capital Group Glob Alloc (LUX) Z 6,72 8,75 9,46 8,06 Amundi Fds Global Mlt-Asst E2 EUR C 5,50 8,53 4,32 10,98 BGF ESG Multi-Asset E2 EUR 6,02 8,43 6,20 8,19 SWC (LU) PF Sust Balanced (EUR) DA 6,10 8,19 2,51 8,89 GSF II GS Strat Fac Allc P EUR H Acc 5,66 8,18 8,96 7,86 Allianz Dyn MltAst Stgy SRI50 AT EUR 5,26 7,97 8,28 8,91 JB Dynamic Asset Allocation EUR Ch 7,73 3,72 9,71 PBFI Access Balanced (EUR) A (acc) 6,21 7,49 7,47 8,75 MFS Meridian Prudent Wealth I1 USD 7,50 7,34 4,37 5,29 Amundi Fds Pio Inc Opps I2 USD C 7,14 10,33 10,53 DPAM B Balanced Strategy F 7,11 1,58 9,26 DWS Strategic ESG Allocation Bal LC 6,61 4,01 9,19 Franklin Income A(Mdis)USD 4,28 6,56 13,25 10,70 Robeco Multi Asset Sustainable I € 6,41 2,46 8,32 DJE - Zins & Dividende XP (EUR) 4,70 6,32 4,06 6,44 First Eagle Amundi Income Builder IU-QD 4,23 6,28 11,05 9,84 Etica Bilanciato R 4,63 6,26 2,17 9,93 JPM Global Balanced A (acc) EUR 4,99 6,09 0,28 9,03 Invesco Global Income Z EUR AD-GI 4,75 5,95 3,50 12,52 NEF Ethical Balanced Dynamic I Acc 4,02 5,84 1,86 6,27 Patrimonial SRI B 4,04 5,54 3,07 7,90 Allianz Strategy 50 WT EUR 4,78 5,06 4,03 8,43 M&G (Lux) Income Allocation A EUR Acc 3,28 5,01 5,34 10,79 Eurizon Manager Selection MS 40 3,59 5,00 1,36 7,13 Etica Impatto Clima I 4,83 1,52 8,62 Man AHL Active Balanced I H EUR Acc 4,82 -2,57 8,87 BNP Paribas Sust Mul Ast Bal Cl Acc 3,33 4,82 0,29 9,30 Eurizon AM Sicav Social 4 Planet U 4,75 -1,14 8,66 BGF Global Multi-Asset Inc A2 3,23 4,72 5,08 8,22 Anima Forza Equilibrato A 2,80 4,69 0,60 9,40 AZ Fd1 AZ Allc Bal FoF A-AZ Fd Acc 2,79 4,43 2,01 6,19 EuroFundLux - IPAC Balanced A 3,00 4,24 0,34 8,66 Anima Magellano F 4,21 3,86 8,91 Schroder ISF Glbl MA Inc C Acc USD 2,19 3,73 4,57 10,31 DPAM B Balanced Flexible F 3,46 3,64 -1,51 7,36 Arca Oxygen Plus 2,29 3,43 -0,19 10,38 JPM Global Income A (div) EUR 2,55 3,39 1,29 9,66 Triodos Impact Mixed Neutral EUR Z Acc 3,35 3,23 -2,72 6,95 Fidelity European Mlt-Asst Inc A Dis EUR 1,70 3,19 0,73 9,58 Carmignac Patrimoine A EUR Acc -0,06 3,02 -9,33 7,38 Nordea 1 - Stable Return BP EUR 1,51 2,94 3,31 5,80 Euromobiliare Flessibile 60 A 1,18 2,75 -0,73 5,26 Fondo Alto Bilanciato A -0,92 1,16 -4,39 9,38 LUX IM UBS Asia Balanced Inc HX 1,07 -12,53 10,00 Fidelity Glb MA Gr & Inc A-Acc-EUR -0,11 -0,32 0,83 9,84