I 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

ANALISI RANKING I FONDI CON RATING FUNDSPEOPLE 2022

FONDO

Capital Protected

Alto Trends Protetto A Alto Flessibile Protetto A

Miscellaneous

PBFI Dynamic Multi-Ast (EUR) C Acc EUR

Asia Fixed Income

Eurizon Bond Aggregate RMB Z EUR Acc UBS (Lux) BS China Fxd Inc ¥ EUR Q acc Pictet-Chinese Local Currency Debt I EUR Schroder ISF Asn Bd TR I Acc USD BGF China Bond D3 USD Schroder ISF Asian LclCcy Bd I Acc USD Fidelity China RMB Bond A-Acc-RMB Schroder ISF Asian LclCcy Bd C Acc USD Invesco Belt and Road Debt Z USD Acc Matthews Asia Total Return Bd I USD Acc LUX IM ESG Invesco Belt & Rd Evolt HX Fidelity Asian High Yield A-Acc-EUR

Emerging Markets Fixed Income

Eaton Vance Intl(IRL)EmMktsDbtOpps SAcc$ Neuberger Berman Shrt DurEM DbtUSD I Acc L&G EM Short Duration Bond Z USD Acc BGF Emerging Markets Corp Bd I2 USD Principal Finisterre Unc EMFI I2 Acc$ abrdn EM Ttl Ret Bd X Acc USD JPM Emerg Mkts Corp Bd A (acc) USD MS INVF Emerging Mkts Corp Debt Z MS INVF Emerging Mkts Corp Debt Z Vontobel EM Corporate Bond I USD Pictet-Emerging Corporate Bds I USD Capital Group EM Local Debt (LUX) Z L&G Emerging Markets Bond Z USD Acc Ninety One GSF EM Blended Dbt S Acc USD PIMCO GIS Emerg Lcl Bd Instl USD Acc abrdn Frntr Mkts Bd X Acc USD Pictet-Emerging Local Ccy Dbt I USD Nomura Fds Emerging Market LC Debt I USD ERSTE BOND EM CORPORATE EUR R01 VT Eaton Vance Intl(IRL) EMLclInc S Acc $ abrdn Frntr Mkts Bd A Acc USD Amundi Fds Em Mkts S/T Bd M2 EUR C PIMCO GIS Em Mkts Bd Instl USD Acc Global Evolution Frontier Mkts I EUR Ninety One GSF EM LclCcyTlRtDt S AccEUR MFS Meridian Emerging Mkts Dbt A2 USD CSIF (Lux) Bond Govt Em Mkts USD DB USD L&G EM Govt Bd (USD) Idx Z EUR Acc Ashmore EM Sov Inv Grd Dbt I USD Inc Pictet-Short Term Em Corp Bds HI EUR L&G ESG EM Govt Bd USD Idx Z USD Acc BGF Emerging Markets Lcl Ccy Bd A2 JPM Emerg Mkts Lcl Ccy Dbt A (acc) EUR iShares Em Mkts Govt Bd Idx (LU) N7 EUR AMUNDI Emerging Markets Bond Fam L Acc Ninety One GSF EM LclCcyTlRtDt I Acc$ GAM Multibond Local Emerging Bond USD C Arca Bond Paesi Emergenti Valuta Local P Amundi Fds EM Lcl Ccy Bd I2 EUR C Barings EM Sovereign Debt Tr A USD Acc Amundi Fds Em Mkts Bd C EUR C PIMCO GIS Em Mkts Bd ESG Ins USD Acc Epsilon Fund Emerg Bd Ttl Ret I EUR Acc Allianz Em Mkts Shrt Dur Bd I H2 EUR GS Em Mkts Dbt Base Acc USD Nordea 1 - Emerging Stars Lcl Bnd BI EUR GS Em Mkts Dbt A Acc USD Neuberger Berman EM DbtHrdCcy USD I C Vontobel EM Debt I USD Candriam Bds Em Mkts C USD Cap GS EM Corp Bd I Acc EUR Hdg CS (Lux) Emerging Mkt Corp IG Bd IBH EUR BNPP Flexi I Bd Wld Em Invm Grd I D Fidelity Emerging Mkt Dbt Y-Acc-USD JPM Emerg Mkts Inv Grd Bd A (acc) EURH Wellington Oppc EM Dbt II EUR S Q1 DiH Templeton Emerging Mkts Bd A(Qdis)USD NEF Emerging Market Bond R Acc EdRF Emerging Sovereign I EUR H

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

-0,42 0,98 -11,64 7,62 -0,03 -1,57 -8,79 4,39

0,16 -0,40 -10,55 6,22

7,38 7,21 6,31 6,88 7,52 7,08 5,45 6,30 5,94 7,10 6,15 5,22 10,72 6,73 4,14 3,32 -4,11 6,44 4,33 2,26 0,95 6,80 2,58 1,68 -5,65 7,39 3,56 1,52 0,21 6,80 -3,31 -12,43 10,41 0,08 -3,55 -10,68 10,75 -4,42 -17,14 11,73 -8,08 -15,98 -35,94 16,39

4,80 3,36 0,26 11,52 3,58 2,04 4,08 8,45 3,63 1,31 -3,00 10,16 3,19 0,34 -5,19 10,27 3,49 0,29 -2,79 8,32 2,18 -0,32 -3,54 9,01 1,34 -0,72 -7,48 10,18 1,40 -1,30 -6,44 12,01 1,37 -1,37 -6,12 2,66 -1,37 -13,88 17,82 1,56 -1,42 -6,38 11,76 1,12 -1,44 -2,97 10,22 2,06 -1,46 -10,79 11,60 1,59 -1,50 -6,39 10,82 1,30 -1,65 0,41 11,53 1,89 -1,80 -11,53 13,54 0,56 -2,03 -0,71 10,03 0,60 -2,16 -1,10 9,42 -0,64 -2,22 -14,88 8,39 2,90 -2,24 -5,31 11,30 1,40 -2,29 -11,98 13,53 0,52 -2,31 -9,94 13,43 1,02 -2,42 -10,58 11,16 -1,65 -2,52 -17,15 10,36 -2,53 -6,10 8,25 0,38 -2,58 -10,04 10,78 -3,00 -10,25 11,29 -3,02 -11,10 10,84 1,48 -3,03 -10,77 9,77 -1,77 -3,07 -11,26 6,81 -3,07 -11,23 10,43 -1,24 -3,07 -2,68 11,02 0,03 -3,09 -2,96 9,18 0,70 -3,11 -9,86 10,15 -3,18 -10,42 11,42 0,47 -3,35 -6,83 8,19 -0,13 -3,55 -1,97 9,74 0,23 -3,64 -4,86 8,52 -0,13 -3,69 -5,65 10,03 2,04 -3,79 -15,06 12,95 -0,66 -3,85 -10,88 14,31 0,19 -3,89 -14,08 10,92 -2,73 -4,13 -14,15 5,75 -2,26 -4,19 -15,83 7,44 -1,13 -4,65 -14,30 13,19 -0,46 -4,70 -6,32 8,75 -1,39 -4,89 -14,51 13,18 -0,69 -4,95 -16,11 12,51 -1,20 -5,30 -17,27 15,02 -1,69 -5,36 -13,14 14,60 -2,56 -5,37 -20,69 11,55 -3,00 -6,32 -21,10 8,82 -3,50 -6,76 -21,66 7,73 -2,10 -7,17 -24,01 15,79 -3,72 -7,27 -23,60 8,78 -4,49 -8,24 -25,53 12,28 -5,96 -8,78 -13,17 9,25 -4,79 -8,87 -23,17 12,51 -9,39 -34,84 17,94

DATI AL 31 OTTOBRE 2022

FONDO

JPM Emerging Markets Debt A (dist) EURH Vontobel EM Debt HI Hdg EUR

Euro Fixed Income

BNP Paribas Euro Corporate Bd C C BNP Paribas Enhanced Bond 6M I C Janus Henderson Hrzn Euro Corp Bd I2 EUR Janus Henderson Hrzn Euro Corp Bd I2 EUR BNP Paribas Euro Government Bd Privl C BNP Paribas Euro S/T Corp Bd Opp C D Amundi IS EURO Corporates ETF DR EUR C Muzinich Firstlight Md Mk ELTIF SICAV A Nordea 1 - European Covered Bd Op X EUR BlueBay Financial Cptl Bd I USD Lazard Capital Fi SRI PVC EUR Kairos Intl SICAV Bond Plus P AXAWF Euro Credit Total Ret I Cap EUR Muzinich Eurp Crdt Alpha HEUR Acc Fndr Stt Strt Euro Infl Lnkd Bd Idx I EUR iShares Eur GovInfLkd BdIdx(IE)InstlAcc€ EuroFundLux - Floating Rate B Algebris Financial Credit I EUR Acc Generali IS Euro Bond 1/3Y BX Amundi Fds Eurp Sub Bd ESG I EUR C Amundi IS Euro CorpBBB 1-5 IE D Nordea 1 - Low Dur Eurp Cov Bd BI EUR Tikehau Short Duration I EUR Acc Lazard Euro Corp High Yield PC EUR Franklin Euro Short Dur Bd I(acc)EUR Amundi SF Diversified S/T Bd H EUR ND Eurizon Bond Inflation Linked R Acc Lazard Credit Fi SRI PVC EUR Scor Sustainable Euro High Yield C EUR Mediolanum Ch Provident 5 Anima Obbligazionario High Yield BT F AXAIMFIIS Europe Short Dur HY A Cap EUR EIS Insurance Unit Bond Strategy 8 I LO Funds Swiss Franc Crdt Bd Frgn NA UniInstitutional Euro Reserve Plus BNP Paribas Enhanced Bond 6M I C GIS SRI Euro Corporate S/T Bd BX Allianz Credit Opportunities IT13 EUR EIS Insurance Unit Bond Strategy 2 I Neuberger Berman Ultr S/T Er Bd EUR IAcc Carmignac Pf Sécurité FW EUR Acc BNP Paribas Sus Enh Bd 12M Cl EUR Acc MS INVF Short Maturity Euro Bond I PIMCO Obbligazionario Prdnt Ins EUR Acc Carmignac Pf Credit A EUR Acc DWS Invest ESG Euro Bonds (Short) FC Candriam Sst Bd Euro S/T I € Acc Pictet-EUR Short Term High Yield I EUR Ostrum Euro Short Term Credit I/A EUR Mediolanum BB Euro Fixed Income L A Carmignac Sécurité AW EUR Acc UBS (Lux) BF Euro Hi Yld € Q Tendercapital Glb Bd Shrt DurInstl€AccAI BSF Fixed Income Credit Str I2 EUR Acc EdRF Bond Allocation I EUR Acc Eurizon Bond EUR Short Term LTE R Acc Pictet-EUR Short Mid-Term Bonds I Kempen (Lux) Euro Credit Plus I Mercer EURO Inflation Linked Bd M-3€ Acc Invesco Euro Short Term Bond Z EUR Acc Allianz Advcd Fxd Inc S/D W EUR Arca Risparmio BGF European High Yield Bond D2 EUR Fidelity Euro Short Term Bond Y-Acc-EUR NEF Euro Short Term Bond R Acc EIS Insurance Unit Total Return ID Fidelity Euro Short Term Bond FAM L Acc EdRF Bond Allocation A EUR Acc M&G European HY Crdt Invm E EUR Acc Schroder ISF EURO Hi Yld C Acc abrdn Sel Euro HY Bd A Acc EUR ANIMA Short Term Bond Prestige Schroder ISF EURO S/T Bd A Dis AV DWS Invest Euro High Yield Corp LD BGF Euro Short Duration Bond A2 EUR

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

-6,42 -10,42 -28,66 15,28 -6,53 -10,62 -30,90 16,73

-12,96 5,95

-1,81 6,11 4,22 -4,18 14,63 1,57 0,75 -14,13 14,17 0,22 0,57 -9,88 7,13 1,22 0,38 -9,41 9,46 1,63 0,10 -9,74 9,17 1,19 0,07 -5,86 8,37 1,21 -0,02 -6,46 8,25 -0,46 -0,03 -1,49 3,89 1,10 -0,16 -14,71 11,33 0,33 -0,23 -2,01 1,36 0,69 -0,36 -8,25 10,08 -0,05 -0,37 -2,26 3,31 0,25 -0,48 -2,73 1,15 -0,49 -0,50 -3,95 2,78 0,40 -0,54 -10,01 10,18 -0,48 -0,62 -3,24 2,08 -0,49 -0,67 -4,38 5,14 0,29 -0,72 -6,74 8,18 0,64 -0,81 -11,71 9,67 0,07 -0,89 -11,72 10,60 -0,93 -0,96 -1,85 0,89 -0,94 -0,98 -7,52 11,19 -0,28 -1,03 -5,51 8,25 1,31 -1,06 -6,27 4,41 0,80 -1,08 -7,34 8,36 -0,74 -1,09 -3,25 2,30 -0,80 -1,10 -4,33 2,80 -0,62 -1,16 -6,48 4,51 -0,31 -1,18 -4,41 2,45 0,89 -1,24 -8,00 5,69 -1,28 -7,05 4,04 -0,60 -1,33 -6,83 3,80 -1,06 -1,38 -3,75 1,86 -0,91 -1,39 -4,36 -1,41 -3,88 2,80 3,11 -1,42 -16,41 11,41 -1,04 -1,52 -5,04 2,03 -1,02 -1,59 -4,04 1,75 -0,76 -1,63 -6,75 9,00 -0,91 -1,64 -4,91 3,34 -1,14 -1,71 -5,93 2,33 -0,95 -1,71 -7,24 3,88 -0,33 -1,74 -11,26 11,22 -1,78 -4,42 3,61 -1,78 -7,86 5,73 -1,06 -1,78 -11,60 6,21 -1,36 -1,92 -4,04 1,16 -1,18 -1,93 -4,98 1,94 0,32 -1,96 -9,47 6,38 0,60 -1,98 -13,67 10,82 -1,11 -1,99 -6,43 2,71 -1,14 -2,07 -6,25 2,70 -1,42 -2,10 -5,82 2,41 -0,12 -2,10 -15,23 11,00 -1,05 -2,10 -6,76 2,98 -1,48 -2,12 -5,26 1,91 -1,70 -2,12 -10,65 3,77 -2,20 -6,74 2,94 -1,53 -2,26 -12,02 6,24 -0,31 -2,27 -13,54 11,65 -0,93 -2,27 -16,62 13,80 -1,22 -2,29 -13,89 12,86 -1,69 -2,31 -4,53 1,21 -1,52 -2,37 -6,05 2,15 -1,04 -2,43 -12,97 11,60 -1,65 -2,44 -5,76 2,54

I FONDI CON RATING FUNDSPEOPLE 2022

FONDO

Euro Short Duration Bd FAM L Acc Eurizon Bond Corporate EUR S/T R Acc MS INVF European HY Bd I MS INVF European HY Bd I EdR SICAV Financial Bonds I EUR Schroder ISF EURO Crdt Abs Rt I Acc EUR JPM Europe High Yld Bd A (dist) EUR Nordea 1 - European High Yld Bd BI EUR Threadneedle (Lux) European Strat Bd AE Fidelity European Hi Yld A-Dis-EUR Janus Henderson Hrzn Euro HY Bd H2 EUR Amundi Fds Euro HY Bd I EUR C Sycomore Sélection Crédit I Franklin Euro High Yield A(Ydis)EUR Eurizon Bond EUR Medium Term LTE R Acc BNP Paribas Euro S/T Corp Bd Opp C D Amundi Fds Glb Subrdntd Bd I2 EUR C Invesco Euro Corporate Bond Z EUR Acc T. Rowe Price Euro Corp Bd Z EUR L&G Euro High Alpha Corp Bond Z EUR Inc AB European Income I EUR Tendercapital Bond Two Steps Rtl € Acc NB Corporate Euro A Generali IS Euro Bond BX R-co Conviction Credit Euro C EUR BNY Mellon Rspnb Hrzn Euro Corp Bd X€Acc Neuberger Berman Corp Hyb Bd EUR I5 Acc AXAWF Euro Sustainable Credit I Cap EUR Generali IS Euro Aggregate Bd BX BlueBay Investment Grade Bd B EUR Fonditalia Euro Bond R NN (L) Euro Credit I Cap EUR Amundi Fds Optimal Yield E2 EUR C Kempen (Lux) Euro Credit I Nordea 1 - European Cross Credit BI EUR Robeco Euro Credit Bonds F € Alto ESG High Yield A PIMCO GIS Euro Income Bond Instl EUR Inc Franklin European Ttl Ret A(acc)EUR Eurizon Bond Corporate EUR Z Acc Nordea 1 - European Covered Bond BP EUR Amundi Fds Euro Corp Bd I EUR C Candriam Sst Bd Euro Corp I €Acc RobecoSAM Euro SDG Credits I EUR MS INVF Euro Corporate Bond I BlueBay Inv Grd Euro Aggt Bd I EUR Schroder ISF EURO Crdt Convct C Acc EUR DWS Invest Euro Corporate Bds FC abrdn Euro Corporate Bd D Acc EUR Amundi Fds Strategic Bd E2 EUR C Euro Corporate Fixed Income Fam L Acc AXAWF Euro Credit Plus A Cap EUR Groupama Oblig Euro I Eurizon Bond Corporate Smart Esg Z EUR Fidelity Euro Corporate Bond Y-Acc-EUR abrdn Euro Corp Sus Bd D Acc EUR MS INVF Euro Strategic Bond I GAM Star Credit Opps (EUR) AQ EUR Inc BNP Paribas Euro Corporate Bd C C Vontobel Euro Corporate Bond B EUR Vontobel Euro Corporate Bond A EUR HSBC GIF Euro High Yield Bond AD HSBC GIF Euro High Yield Bond AD BGF Euro Corporate Bond A2 BlueBay Inv Grd Euro Govt Bd I EUR Acc Pictet-EUR Corporate Bonds P BNP Paribas Euro Government Bd Privl C AXAWF Euro Government Bonds I Cap EUR JPM Financials Bond A (acc) EUR JPM EU Government Bond C (acc) EUR BlackRock Euro Govt Enhanced Idx Flex Fidelity Euro Bond Y-Acc-EUR db AM - PIMCO Euro Sust Dbt Sol LDQ PIMCO GIS Euro Bond Instl EUR Inc iShares Euro Govt Bd Idx (LU) X2 EUR BNP Paribas Sust Euro Bd I Cap DPAM B Bonds Eur W Cap Fidelity Euro Bond FAM L Acc Euro Bond FAM L Acc

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

-2,45 -5,16 1,77 -1,84 -2,46 -7,00 3,42 -0,96 -2,58 -14,22 -0,99 -2,63 -13,90 14,04 -0,75 -2,66 -13,47 10,32 -0,76 -2,72 -13,11 6,95 -1,09 -2,74 -12,22 10,58 -0,77 -2,90 -13,52 11,32 -1,16 -3,09 -13,70 6,67 -1,21 -3,15 -15,14 11,58 -0,60 -3,18 -15,17 11,59 -1,10 -3,21 -14,32 11,23 -1,84 -3,36 -12,08 8,42 -1,68 -3,44 -13,60 10,36 -2,01 -3,46 -8,68 3,08 -2,27 -3,55 -10,73 5,49 -0,94 -3,56 -17,88 12,54 -1,15 -3,58 -13,40 7,38 -1,02 -3,64 -13,53 6,90 -0,99 -3,67 -14,28 7,20 -1,21 -3,68 -14,80 9,32 -2,61 -3,84 -11,33 4,92 -2,07 -3,85 -13,64 7,11 -0,61 -3,92 -12,72 5,04 -2,36 -3,93 -15,13 7,49 -1,32 -3,94 -14,43 7,38 -1,55 -3,95 -16,31 9,78 -1,60 -4,05 -13,16 6,55 -1,71 -4,05 -13,82 5,01 -1,59 -4,16 -16,11 8,09 -2,52 -4,25 -10,67 3,69 -1,59 -4,26 -14,38 7,50 -2,33 -4,27 -14,58 9,95 -1,48 -4,29 -14,24 6,72 -1,57 -4,31 -13,90 10,35 -1,78 -4,35 -14,42 7,26 -1,32 -4,38 -14,08 12,60 -1,92 -4,41 -14,79 6,88 -1,76 -4,45 -15,61 6,57 -2,01 -4,48 -15,33 7,77 -1,45 -4,53 -13,11 4,06 -1,98 -4,53 -14,07 8,29 -1,92 -4,54 -13,64 7,13 -1,99 -4,60 -14,68 7,29 -1,95 -4,64 -15,96 7,98 -1,09 -4,82 -15,95 7,03 -1,72 -4,88 -18,60 9,29 -2,02 -4,99 -16,29 7,97 -2,15 -5,02 -15,42 7,57 -3,42 -5,03 -18,66 10,64 -5,09 -14,22 7,36 -2,30 -5,12 -16,69 8,29 -1,94 -5,17 -15,69 6,57 -5,19 -14,63 6,82 -2,18 -5,21 -17,73 8,86 -2,31 -5,23 -15,72 7,83 -1,64 -5,28 -16,70 -3,56 -5,36 -18,87 13,59 -2,63 -5,37 -16,17 7,52 -2,52 -5,42 -17,28 8,56 -2,52 -5,42 -17,28 8,56 -3,39 -5,50 -15,54 -3,39 -5,51 -15,54 -2,42 -5,51 -16,08 7,45 -1,13 -5,55 -15,25 6,27 -2,88 -5,58 -16,17 7,97 -1,92 -5,67 -15,06 6,05 -1,82 -5,67 -15,67 5,93 -2,72 -5,72 -19,48 8,29 -1,68 -5,75 -15,94 6,00 -1,75 -5,81 -16,27 6,33 -2,12 -5,84 -18,36 8,19 -2,84 -5,87 -15,22 6,54 -2,16 -5,98 -16,54 6,45 -1,90 -5,99 -16,25 6,11 -2,57 -6,04 -16,11 6,34 -1,69 -6,06 -16,54 6,42 -6,23 -18,87 8,32 -6,24 -15,63 5,89

DATI AL 31 OTTOBRE 2022

FONDO RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

AXAWF Euro 7-10 I Cap EUR Allianz Euro Credit SRI RT EUR Generali IS Centr&East Europ Bd AY BGF Euro Bond A2 CamGestion Obliflexible Generali IS Centr&East Europ Bd BX Pictet-EUR Government Bonds P dy DWS Invest Euro-Gov Bonds FC Amundi Fds Euro Aggt Bd F2 EUR C ANIMA Medium Term Bond Prestige Schroder ISF EURO Bond C Dis AV Schroder ISF EURO Bond C Acc EUR Schroder Euro Bond FAM L EUR Acc Schroder ISF EURO Govt Bd A Dis EUR AV Pictet-EUR Bonds P NN (L) Euro Fixed Income P Cap EUR Eurizon Bond EUR Long Term LTE R Acc AcomeA Breve Termine A1 AXAWF Euro 10 + LT I Cap EUR UNIQA Eastern European Debt Fund VTA MS INVF Euro Corporate Bond I

Fixed Income Miscellaneous

Lemanik SICAV Actv S/T Crdt Dis Retl EUR Invesco India Bond C USD Acc MS INVF Global Asset Backed Secs Z USD PIMCO GIS Capital Scs Admin USD Inc SWC (LU) BF Responsible COCO DTH CHF Fidelity Global Hybrids Bond Y-Acc-EUR Eurizon Securitized Bond ZD EUR Inc Cohen & Steers Glb Pref Secs FX EUR Hgd AB Financial Credit I2 EUR H

Global Fixed Income

PIMCO GlInGd Crdt H InstlUSDCcyExpsAcc BSF Global Absolute Return Bond A2 EUR Man GLG Hi Yld Opps DE I EUR Acc PIMCO GIS Glb Lw Dur Rl Rt Ins USD Acc CapitalatWork High Yield at Work I Muzinich Enhancedyield S-T HUSD Acc A BGF Global Inflation Linked Bd A2 USD JPM Global Strat Bd A perf (acc) USD DNCA Invest Alpha Bonds I EUR PIMCO GIS Income Institutional USD Acc JPM Flexible Credit A (acc) USD UBS (Lux) BS Global Dyn $ Q-acc BGF Fixed Income Global Opps A2 BlueBay Global Hi Yld ESG Bd I USD Federated Hermes Uncons Crdt X USD Acc Jupiter Strategic AbsRt Bd L € H Acc Fidelity Glb Shrt Dur Inc A-MD-USD JPM Global Bond Opps A (acc) USD T. Rowe Price Dyn Glb Bd In EUR Fidelity Global Infl-Link Bd A-Acc-USD LGT Select Bond High Yield (USD) IM Legg Mason BW Glb Inc Opt PR $ Dis(M)+e PIMCO GIS Glb Hi Yld Bd Admin USD Acc MS INVF Global Fixed Income Opps Z Merian Glb Dynamic Bd L € H Acc GS Glbl Hi Yld Base Inc USD BNY Mellon Global Credit USD W Acc Nomura Fds Global Dynamic Bond I USD Pictet Absolute Ret Fxd Inc I USD Wellington Hi Qual Glb HY Bd USD S Ac Baillie Gifford WW Glbl Strat Bd C $ Acc Janus Henderson Hrzn Glb HY Bd H2 USD Candriam Bds Global Hi Yld V EUR Cap PIMCO GIS Glb Bd Instl USD Acc Amundi Fds Glbl Aggt Bd I USD C BGF Global High Yield Bond C1 USD M&G Total Return Crdt Invmt A EUR Acc AXAWF Global Infl Sh Dur Bds I Cap EUR H MDPS TOBAM At Bchmk Glbl Hi Yld A Acc UBS (Lux) BS Glbl Corp $ U-X dist Amundi Fds Global Corp Bd I USD C JSS Sust Total Return Global I USD Acc PIMCO GIS Glb Real Rt Ins USD CcyExpsAcc Legg Mason WA Glb Core+ Bd PR USD Acc Fidelity Global Infl-Link Bd Y-Acc-EUR H M&G (Lux) Glb Fl Rt HY C H EUR Acc

-2,28 -6,27 -18,62 7,54 -2,67 -6,31 -21,32 9,98 -3,19 -6,31 -12,13 6,00 -2,60 -6,33 -16,49 6,45 -2,20 -6,34 -22,59 11,78 -3,29 -6,40 -12,21 6,00 -2,32 -6,48 -16,85 6,34 -2,24 -6,48 -17,31 6,23 -2,96 -6,50 -16,48 6,99 -2,68 -6,50 -16,20 6,02 -2,60 -6,63 -19,02 6,71 -2,60 -6,63 -19,02 6,71 -6,76 -18,84 6,67 -2,70 -6,98 -18,60 6,42 -3,01 -7,40 -19,91 7,28 -3,71 -8,06 -20,74 7,35 -2,91 -8,58 -22,48 8,94 -4,00 -8,71 -24,24 9,32 -3,34 -10,98 -30,95 12,69 -5,95 -12,33 -33,16 12,74 -20,43 -19,86 -16,26 11,94

2,91 3,63 6,76 7,37 4,30 2,71 7,44 4,06 2,31 -1,70 12,49 3,26 1,26 -6,53 13,32 1,46 -0,81 -10,99 12,02 -0,78 -1,29 -4,79 3,64 0,00 -2,25 -16,37 10,59 -2,68 -18,32 15,46

-9,81

-16,02 6,00 7,03 15,81 6,78 4,60 6,84 1,33 4,27 4,88 4,24 10,24 8,04 4,95 4,14 7,18 7,97 4,10 4,01 10,39 6,44 3,92 6,51 5,26 4,74 3,85 4,84 7,85 4,48 3,72 5,14 8,26 5,31 3,53 9,16 7,89 3,97 3,48 7,38 7,59 5,22 3,44 4,18 9,64 3,44 -1,67 9,10 3,37 2,57 2,90 4,39 3,37 10,14 7,82 4,29 3,28 5,58 7,06 0,60 3,27 2,13 4,59 3,44 3,18 3,61 6,20 5,75 2,99 1,41 10,14 4,60 2,76 -2,85 7,43 4,21 2,69 3,33 9,92 4,50 2,64 6,47 8,10 1,89 2,45 -1,14 3,43 3,81 2,42 0,83 11,82 4,39 2,17 -1,57 8,67 5,18 2,10 -4,74 9,08 3,69 2,10 7,36 6,85 2,05 -0,73 9,33 4,28 1,90 -3,61 8,28 4,51 1,66 -0,97 11,15 2,19 1,45 -8,26 8,09 3,63 1,43 2,27 6,79 3,65 1,35 4,83 8,03 2,68 1,23 -0,81 10,12 1,08 1,22 -5,17 5,59 0,39 1,14 -2,60 3,33 3,25 1,10 -3,39 9,34 3,77 0,95 -3,12 8,08 3,40 0,58 -3,39 8,39 2,56 0,36 -0,06 6,87 2,20 0,27 -10,06 9,59 2,55 0,11 -1,56 7,34 0,25 0,03 -6,38 5,02 0,12 0,00 -5,38 11,56

ANALISI RANKING I FONDI CON RATING FUNDSPEOPLE 2022 I FONDI CON RATING FUNDSPEOPLE 2022

FONDO

Schroder ISF Glbl Corp Bd A Dis MV BlackRock Sustainable FxIncStrats I2 EUR SWC (LU) BF Resp Glbl Crdt Opps GTH CHF PIMCO GIS Glb Advtg Instl USD Acc Candriam Sst Bd Glbl Hi Yld I € Acc Schroder ISF Strat Crdt C Acc GBP PIMCO GIS Divers Inc Instl USD Acc M&G (Lux) Glb Fl Rt HY A H EUR Acc Aegon High Yield Global Bd B Acc EUR Hdg Carmignac Pf Global Bond A EUR Acc Eurizon Absolute High Yield Z EUR Candriam Bds Crdt Opps I EUR Cap AB Short Duration High Yield I2 EUR H Invesco Global Inv Grd CorpBd C USD AD Russell Inv Global High Yield A Roll Up Eurizon Global Bond Z EUR Muzinich Glbl Shrt DurInvmtGrdHEURIncFdr JPM Global Strat Bd A perf (acc) EURH Threadneedle (Lux) Credit Opps ZE FvS Bond Opportunities IT Mercer Global High Yield Bd M1 EUR H PGIM Global Hi Yld ESG Bd EUR H I Acc Fidelity Global Bond Y-Acc-USD UBS (Lux) BF Global Flex P acc AXAWF Global High Yield Bds F Dis EUR H JPM Global Short Duration Bd A(acc)EURH Capital Group Glob Bond (LUX) Cd Aegon Strategic Global Bd B Inc EUR Hdg Wellington Multi-Sec Crdt GBP S AcH Russell Inv Global Bond A Invesco Global Ttl Ret Bd FAM L EUR Acc LUX IM Fidelity Global Low Duration HX Neuberger Berman Global Bond USD I Acc Fondo Alto Internazionale Obblig A Colchester Glbl Rl Ret Bd EUR H Acc I NEF Ethical Total Return Bond I Acc MS INVF Global Bond I UBAM Global High Yield Solution AHC EUR AXAWF Global Start Bds F Cap GBP H Eurizon Global Multi Credit Z EUR Acc Invesco Bond C USD SD Templeton Global Bond A(Mdis)USD Mediolanum Ch International Income LH A RAM (Lux) Tactical Glb Bd Total Rtrn E Plurima Apuano Flexible Bond A Instl Anima Obbligazionario Flessibile F Vontobel TwentyFour StratInc HI Hdg EUR Vanguard Global Credit Bond Ins EURH Acc DPAM L Bonds Universalis Uncons W Stt Strt Glbl Trs Bd Idx I USD Acc Fidelity Sust Strat Bd Y-Acc-EUR H Vontobel Bond Global Aggt AH Hdg USD NEF Global Bond R Acc RobecoSAM SDG Credit Income IH EUR Schroder ISF Glb InflLnkdBd C Acc EUR BlueBay Glbl Inv Grd Corp Bd I EUR Schroder ISF Global Bond A Dis AV PIMCO GIS Global Bond ESG Instl EURH Acc Eurizon Bond High Yield R EUR Acc Jupiter Dynamic Bond I EUR Q Inc GS Global Fixed Inc (Hdg) I Inc EUR Fisch Bond Global Corporates BE LUX IM Twentyfour Global Strategic Bd HX GS Global Sovereign Bd I Acc EUR-Prtly H Amundi Fds Optimal Yld S/T I2 EUR C Amundi IS JP Morgan GBI Glbl Gvs IHE-C Pictet-Global Bonds I USD RobecoSAM Global SDG Credits IH € AB Sust Glb Thematic Credit S1 EUR JPM Global Corp Bd A (acc) EUR H Mediolanum Ch International Bond LH A Invesco Global Inv Grd CorpBd Z EURH Acc BNP Paribas Green Bd I Cap Templeton Global Ttl Ret A(acc)USD Eurizon Absolute Green Bonds Z Acc

Japan Fixed Income

Vanguard Japan Government Bd Idx JPY Acc Eurizon Bond JPY LTE R Acc

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

2,79 -0,04 -4,39 9,32 -0,02 -0,11 -3,01 4,60 1,03 -0,25 -10,51 8,21 1,71 -0,34 -4,42 6,28 0,69 -0,47 -9,86 7,96 1,01 -0,58 -11,61 12,68 2,75 -0,63 -6,18 8,81 -0,49 -0,64 -6,02 11,57 0,72 -0,67 -11,83 13,57 0,76 -0,76 -4,51 6,41 -0,94 -5,36 6,69 -0,27 -0,98 -4,98 4,37 -0,13 -0,99 -10,08 9,55 2,25 -1,06 -6,68 9,16 -0,62 -1,34 -14,74 11,23 -1,35 -4,99 5,68 -1,46 -6,32 4,38 -1,24 -1,46 -7,48 4,14 -1,05 -1,50 -5,80 5,67 0,82 -1,50 -11,07 7,50 -0,44 -1,60 -14,34 10,68 -0,34 -1,63 -13,57 10,85 1,43 -1,72 -9,01 6,68 1,12 -1,76 -11,54 8,46 -0,71 -1,76 -11,54 10,37 -1,42 -1,83 -4,86 1,76 1,27 -1,87 -7,34 5,87 -0,40 -1,89 -19,75 10,82 0,38 -1,94 -18,26 13,66 0,87 -2,01 -7,75 6,36 -2,12 -8,95 5,29 -2,21 -7,78 5,91 0,69 -2,22 -7,49 5,87 0,03 -2,22 -6,75 4,34 -0,32 -2,25 -13,84 7,47 -0,97 -2,40 -11,75 5,03 0,89 -2,41 -8,17 -0,82 -2,53 -9,42 9,89 -0,10 -2,56 -14,83 8,84 -1,38 -2,58 -10,19 6,27 0,40 -2,62 -11,64 7,14 -0,84 -2,77 2,87 6,61 -2,49 -2,85 -5,33 1,07 -1,42 -2,96 -11,23 4,11 -1,47 -3,14 -16,10 9,56 -3,29 -11,64 6,41 -1,43 -3,40 -17,60 9,33 -0,75 -3,44 -17,76 7,88 0,44 -3,46 -12,55 7,05 0,10 -3,55 -8,41 5,87 -1,78 -3,65 -15,26 6,34 0,88 -3,66 -11,50 11,92 0,08 -3,74 -8,71 6,17 -3,85 -16,82 8,51 -1,54 -3,92 -19,41 8,89 -1,63 -3,94 -20,72 9,39 -0,38 -3,96 -10,73 7,76 -1,83 -4,02 -14,18 5,05 -2,28 -4,05 -15,39 10,31 -1,58 -4,09 -16,57 7,01 -1,32 -4,12 -15,57 5,86 -1,44 -4,15 -18,74 8,11 -2,42 -4,20 -17,97 8,36 -0,76 -4,67 -10,99 5,92 -2,52 -4,83 -16,94 8,83 -1,98 -4,96 -13,89 4,60 -0,62 -5,22 -13,76 6,57 -5,32 -20,07 8,34 -5,35 -20,11 8,87 -2,59 -5,37 -19,34 7,67 -3,72 -6,29 -16,84 5,42 -2,94 -6,32 -21,77 8,97 -3,11 -6,44 -17,69 6,47 -3,97 -6,70 -7,63 7,69 -7,01 -21,55 7,73

DATI AL 30 APRILE 2022 DATI AL 31 OTTOBRE 2022

FONDO

Sterling Fixed Income

Rathbone SICAV Ethical Bond L Inc CHF Vontobel TwentyFour Abs RetCrdt HI HEUR Invesco Sterling Bond Z GBP Acc

US Fixed Income

HSBC GIF US High Yield Bond IC USD PGIM Broad Market US HY Bd USD W Acc AXAWF US High Yield Bonds I Cap USD AXAIMFIIS US Short Dur HY A Cap USD Fidelity US High Yield A-Dis-EUR JPM US Short Duration Bond A (acc) USD Neuberger Berman Strat Inc I JPY Acc UBS (Lux) BS Sht TermUSDCorpSst$Q-acc Payden USD Low Duration Credit USD Acc AXAWF US Enhanced HY Bds I Cap $ Janus Henderson US Sh-Trm Bd A2 USD BGF US Dollar Short Duration Bd A2 USD JPM Income A (acc) USD Indosuez Funds US Dollar Bonds G AXAIMFIIS US Corp Itmt Bds A USD Dis Fidelity US Dollar Bond Y-Acc-USD CT Dollar Bond Institutional Grs Acc £ Loomis Sayles Multisector Inc S/A USD Fidelity US Dollar Bond A-Dis-USD PineBridge USD Inv Grd Crdt X USD Acc Amundi Fds Pio Strat Inc A USD C Loomis Sayles US Core Plus Bd I/A USD UBAM Medium Term US Corporate Bd AC USD Vanguard USTrs InfProtSecsIdxSel EURHAcc Vanguard U.S. Govt Bd Idx $ Acc Allspring (Lux) WW $ IG Crdt I USD Acc Amundi Fds Pio US Bond A2 EUR C Eurizon Bond USD LTE R Acc BNY Mellon US Muncpl Infras Dbt USD WAcc PIMCO GIS Ttl Ret Bd Instl USD Acc JPM Income Opp A perf (acc) EURH ANIMA Bond Dollar Prestige TCW High Yield Sus Bd IEHE MM Access II High Yield EURH F-acc Nomura Fds Select US High Yield Bd IEURH Lord Abbett Multi Sector Inc I EUR H Acc Legg Mason WA US Core+ Bd A USD Acc Amundi Index US Corp SRI IHE Acc

Asia Equity

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

Asia ex-Japan Equity

Matthews Asia Small Coms Fd I USD Acc Stewart Inv Asia Pac Sustnby VI EUR Acc Invesco Asian Equity Z USD Acc New Capital Asia Future Ldrs USD Sdr Acc Matthews Asia Ex Japan Div I USD Acc Schroder ISF Emerging Asia I Acc EUR Polar Capital Asian Stars S Acc Fidelity Asia Pacific Opps Y-Acc-EUR Schroder ISF Sust Asn Eq I Acc USD Nikko AM Asia Ex-Japan A USD Fidelity ASEAN Y-Acc-USD Schroder ISF Asian Eq Yld I Acc USD Mirae Asst Sst Asia Sect Ldr Eq I USDCap UBS (Lux) ES As Smlr Coms (USD) Q-acc Pictet-Pacific Ex Japan Index P USD Fidelity Sustainable Asia Eq Y-Dis-USD JPM Asia Pacific Equity A (acc) EUR abrdn Asia Pacific Sust Eq A Acc USD Schroder ISF Asian Opports A Dis USD AV LO Funds Asia High Conviction USD PA Templeton Asian Growth A(Ydis)USD MS INVF Asia Opportunity Z MS INVF Asia Opportunity Z Mirae Asset Asia Great Consumer Eq I USD Fidelity Asian Special Sits A-Dis-USD

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

-1,84 -15,44 9,74 -1,07 -2,14 -7,81 3,54 0,04 -2,52 -15,67 11,94

6,11 5,03 3,27 10,08 5,49 5,02 5,92 9,32 5,42 4,86 11,39 7,93 4,94 4,10 4,87 10,71 3,98 3,73 11,05 6,75 4,28 3,51 2,33 8,74 4,08 3,45 10,05 6,88 4,40 3,38 8,84 7,48 3,22 0,81 14,62 3,50 3,02 8,63 6,60 3,36 2,71 9,07 7,03 4,74 2,59 5,53 8,64 3,64 2,20 4,90 6,87 3,87 2,01 2,52 7,36 4,01 1,67 -1,69 7,56 3,65 1,67 0,06 7,09 3,22 1,47 -0,96 7,92 3,60 1,28 -2,08 7,54 3,78 1,12 -5,95 8,87 2,46 0,86 -2,51 9,32 2,80 0,70 -1,95 6,67 2,62 0,56 0,86 7,20 0,38 0,54 -9,04 5,54 2,71 0,31 0,68 7,48 3,35 0,13 -5,73 8,22 2,34 0,07 -3,24 7,94 2,28 -0,06 0,47 7,57 3,32 -0,24 -4,34 8,02 2,27 -0,43 -4,48 7,02 -1,04 -0,87 -2,26 2,71 1,54 -0,93 -1,43 7,40 0,34 -1,13 -14,74 8,94 -0,30 -1,57 -12,57 10,69 -1,69 -12,95 11,49 -0,45 -1,70 -15,10 10,36 1,37 -1,98 -7,51 7,63 -5,73 -20,59 8,82

2,76 0,59 -26,15 15,41 0,29 -0,52 -28,93 19,20 -0,20 -1,52 -22,14 14,16 -1,79 -1,67 -22,86 12,19 -0,97 -2,35 -27,58 14,62 -0,43 -3,68 -29,44 15,13

11,16 15,30 -13,01 18,58 8,69 8,60 -4,83 15,64 3,76 5,95 -12,93 17,81 5,74 -30,25 16,28 5,24 4,99 -25,43 17,62 4,91 4,97 -21,20 17,30 4,74 -28,24 18,24 6,95 4,68 -19,55 17,66 4,46 -16,62 15,61 3,16 3,62 -22,86 15,12 3,86 2,72 -1,68 19,47 3,11 2,56 -11,47 16,44 1,33 2,50 -22,93 17,06 2,97 2,25 -24,22 15,89 3,35 1,44 -7,77 19,36 3,01 1,19 -21,08 15,73 1,82 1,17 -20,74 16,50 1,49 0,12 -22,53 15,74 0,00 -0,99 -24,27 16,68 0,00 -2,65 -31,86 15,73 -2,80 -3,09 -25,55 16,43 2,14 -4,46 -34,02 2,14 -4,54 -34,08 -0,25 -6,35 -32,83 18,16 -17,70 -16,86 -27,34

I FONDI CON RATING FUNDSPEOPLE 2022 I FONDI CON RATING FUNDSPEOPLE 2022

FONDO

Australia & New Zealand Equity

Candriam Eqs L Australia I AUD Cap

Consumer Goods & Services Sector Equity

BNP Paribas Consumer Innovtr Cl C LO Funds World Brands EUR PA GAM Multistock Luxury Brands Eq EUR C BNP Paribas Consumer Innovtr Cl C CPR Invest Food For Gens I EUR Acc Fidelity Sust Cnsmr Brds A-Dis-EUR Gamax Funds Junior A Invesco Glbl Consmr Trnds Z USD Acc Invesco Glbl Consmr Trnds A USD Acc

Energy Sector Equity

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

Equity Miscellaneous

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

Europe Emerging Markets Equity

Deka-ConvergenceAktien CF SEB Eastern Europe Small Mid Cap C

Europe Equity Large Cap

Mandarine Active I BSF European Unconstrained Eq I2 EUR Comgest Growth Europe EUR I Acc DPAM B Equities Europe Sust W Cap Synchrony (LU) Swiss All Caps (CHF) I NN (L) European Sust Eq I Cap EUR BGF European A2 CT Pan Eurpean Focus Ins X Acc GBP UniInstitutional Eurp Eq Concentrated Eurizon Top European Research Z EUR Acc Eleva UCITS Eleva Euroland Sel I EUR acc Heptagon European Focus Eq CE EUR Acc OFI FUND RS Act4 Positive Eco I C EUR CS European Dividend Value FB EUR Schroder ISF European Sus Eq I Acc EUR Janus HndrsnContinen Eurp I2 EUR Janus HndrsnPan Eurp A2 EUR Digital Stars Europe Acc Candriam Sst Eq Euro I Acc € Fidelity Italy A-Dis-EUR UBAM Swiss Equity UC CHF UBS (Lux) Eq Eurp Opp Sst (EUR) Q acc CT European Select X Acc GBP JPM Europe Equity Plus A perf (acc) EUR Fidelity European Div Y-Acc-EUR JPM Europe Strategic Growth A (dist) EUR Allianz Europe Equity Gr Sel IT EUR Schroder ISF European Sus Eq C Acc EUR Threadneedle(Lux)Pan Eurp ESGn Eqs W EUR G Fund Total Return All Cap Europe IC Berenberg European Focus Fund M Invesco Pan European Equity Z EUR Acc BNPP E MSCI Europe SRI S5% Cpd Trk Pr C Amundi Azionario Val Eurp a dist A Amundi IS MSCI Europe IE-C Eurizon Italian Equity Opps Z Acc Amundi IS MSCI Europe SRI PAB IE C Cleome Index Europe Equities R EUR Acc DWS Qi Eurozone Equity RC AAF-Edentree European Sust Eqs A € BGF Euro-Markets A2 Amundi Fds Euroland Equity A EUR C Principal European Rspnb Eq A Inc USD Amundi Fds SstTop Eurp Plyrs E2 EURC

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

9,51 11,06 -0,17 26,93

9,94 7,23 -23,92 18,38 8,47 7,15 -14,93 20,00 8,59 6,70 -24,80 20,80 6,17 6,42 -4,21 16,27 6,57 4,50 -21,63 16,02 4,05 3,20 -15,86 14,46 3,38 0,09 -39,54 25,54 2,59 -0,67 -40,03 25,50

13,59 23,02 56,36 37,57 14,48 19,92 -12,59 24,71 6,74 19,50 -46,94 45,17 13,63 19,04 -13,24 24,69 11,42 16,84 -12,20 21,48 9,98 15,16 -14,72 25,67 6,72 11,80 22,05 25,51 2,47 7,86 34,96 30,22

10,26 11,11 -8,91 20,81 9,53 9,64 -7,95 19,04 9,58 -21,74 17,21 2,27 1,86 -19,86 19,57 1,48 -20,09 18,52

-6,33 -13,07 -40,84 35,79 -14,20 -25,06 -67,13

8,50 13,13 11,57 14,86 8,25 -14,14 19,64 8,38 7,62 -18,01 18,64 7,90 7,62 -14,25 18,23 9,10 7,45 -15,69 17,20 5,71 6,65 -18,70 19,23 4,45 6,22 -24,80 21,26 8,04 6,17 -15,65 18,26 4,51 6,00 -12,29 18,45 2,79 5,94 -8,90 18,10 4,46 5,51 -14,19 20,29 5,99 5,51 -23,88 18,55 3,20 5,29 -19,13 18,87 5,23 5,27 -1,12 16,93 5,19 -16,68 19,48 4,67 5,18 -12,51 18,39 4,14 5,17 -11,99 18,66 2,30 5,10 -27,14 21,55 5,43 5,09 -14,01 18,41 1,28 4,96 -14,23 23,23 5,67 4,90 -20,33 16,90 5,13 4,75 -17,11 17,13 5,03 4,52 -20,45 20,76 2,88 4,50 -5,27 20,51 4,29 4,48 -3,45 17,57 4,65 4,47 -17,78 19,35 3,71 4,40 -28,89 23,49 4,31 -17,40 19,47 2,92 4,31 -18,27 18,60 3,95 4,23 -13,38 16,77 5,15 4,13 -34,64 23,09 1,51 4,05 -5,39 23,19 4,04 -16,89 18,59 2,90 4,00 -5,04 18,57 3,68 3,84 -9,47 18,06 2,19 3,67 -15,99 24,69 3,63 -15,85 18,10 3,35 3,61 -10,61 17,90 2,72 3,59 -13,04 21,33 1,79 3,56 -10,16 20,99 1,22 3,56 -20,33 23,30 1,81 3,56 -12,48 21,62 3,20 3,54 -19,77 18,47 2,01 3,43 -13,77 20,29

DATI AL 30 APRILE 2022 DATI AL 31 OTTOBRE 2022

FONDO

JPM Euroland Equity C (dist) EUR JPM Europe Select Equity A (acc) EUR NEF Euro Equity R Acc DPAM B Equities Euroland B Cap Invesco Pan European Equity A EUR Acc Echiquier Positive Impact Europe A Allianz Valeurs Durables IC Pictet-Quest Europe Sust Eqs P EUR BNP Paribas Euro Equity C C Melchior European Opportunities I1 EUR Exane Funds 2 Exane Eqty Select Europe A Allianz Europe Equity Growth IT EUR Fonditalia Equity Europe R State Street Europe ESG Scrn Idx EqPEUR T. Rowe Price Eurp Eq I EUR GS Europe CORE Equity A Inc EUR Schroder ISF EURO Equity I Acc EUR BGF European Equity Income AI2 EUR Legg Mason MC European Uncons S EUR Acc abrdn European Sstnb Eq A Acc EUR MS INVF Europe Opportunity Z European Equity FAM L EUR Acc RAM (Lux) Sys European Equities B EUR MainFirst Top European Ideas C Amundi Fds European Eq Val M2 EUR C EdR SICAV Euro Sustainable Eq A EUR JPM Europe Strategic Value C (dist) EUR CS (Lux) European Div Plus Eq DB EUR Janus Henderson Hrzn Euroland A2 EUR MFS Meridian European Research A1 EUR Jupiter European Growth D EUR Acc AXA WF ACT Eurozone Impact F Cap EUR ODDO BHF Algo Sustainable Lead. CRW-EUR Quaestio Solutions Funds Eur Bt Eq I Acc Schroder ISF EURO Equity C Dis EUR DPAM Equities L EMU SRI MSCI Index B LO Funds Europe High Conviction EUR NA Fidelity European Dynamic Gr A-Dis-EUR Robeco Sustainable Eurp Stars Eqs D EUR AB European Eq A EUR Amundi Fds Eurp Eq Green Imp I EUR C Fidelity European Growth Y-Dis-EUR LUX IM ESG Sycomore European Eqs CX HSBC GIF Euroland Growth M1C Allianz Euroland Equity Growth IT EUR Tendercapital Secular Euro Instl € Acc Fidelity Germany Y-Acc-EUR Sycomore Social Impact A UBS (Lux) ES Euro Countrs Inc Sust €Qacc Schroder ISF Eurp Div Mxmsr C Acc EUR

Europe Equity Mid/Small Cap

BNP Paribas Europe Small Cap I C Lonvia Avenir Mid-Cap Euro Clean Algebris Core Italy EB EUR Acc Arca Economia Reale Equity Italia I DNCA Invest Archer Mid-Cap Europe I EUR Eleva UCITS Eleva Ldrs SMCap Eurp I€ acc Symphonia Azionario Small Cap Italia BGF Swiss Small & MidCap Opps A2 CHF Echiquier Agenor Euro SRI Mid Cap I G Fund Avenir Europe IC Anima Iniziativa Italia F Wellington Pan Eurp Sm Cp Eq EUR S Ac Sycomore Fund Europe Happy@Work I EUR UBS(Lux)EF Mid Caps Eurp Sust(EUR)Q€Acc abrdn Eu Sml Comp D Acc EUR Oddo BHF Avenir CR-EUR MFS Meridian European Smlr Coms W1 EUR Echiquier Agenor SRI Mid Cap Europe A Threadneedle (Lux) Pan Eurp SmCp Opps AE Comgest Growth Eurp Smlr Coms EUR I Acc

Financials Sector Equity

Jupiter Financial Innovt D EUR Acc

Global Emerging Markets Equity

MS INVF Emerging Leaders Equity A MS INVF Emerging Leaders Equity A GQG Partners Emerging Mkts Eq I USD Acc Heptagon Driehaus Em MktsSust EqCUSDAcc

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

2,22 3,41 -11,82 23,03 2,90 3,30 -12,14 19,55 0,83 3,25 -21,24 21,68 3,22 3,25 -19,00 19,38 0,55 3,07 -6,30 23,16 3,18 3,05 -21,08 18,71 2,61 3,04 -15,52 20,07 3,58 2,96 -11,58 18,74 1,49 2,95 -14,68 17,93 2,78 2,90 -19,27 19,54 3,20 2,84 -14,72 19,38 3,22 2,77 -30,41 23,78 1,88 2,68 -9,36 17,24 2,69 2,65 -11,38 18,10 3,79 2,60 -17,55 18,50 1,58 2,59 -10,29 19,97 1,37 2,54 -16,80 21,33 2,28 2,43 -11,01 18,57 2,40 -30,94 22,76 4,36 2,40 -19,57 18,11 2,33 -41,37 2,29 -15,61 21,58 0,97 2,21 -17,98 20,45 0,14 2,03 -26,07 27,35 1,12 2,01 -9,12 25,63 2,28 1,96 -14,43 18,31 0,28 1,95 -5,54 25,88 3,20 1,93 -4,40 15,49 0,21 1,90 -15,61 23,31 3,46 1,85 -12,21 16,88 4,54 1,83 -22,40 19,51 2,20 1,82 -17,99 20,22 3,09 1,78 -18,71 18,69 2,56 1,63 -20,06 20,27 0,38 1,53 -17,62 21,31 2,76 1,40 -19,65 21,24 1,58 1,35 -20,27 17,77 5,02 1,26 -18,83 17,86 2,14 0,77 -11,13 17,19 0,24 0,65 -12,57 20,78 1,83 0,41 -20,32 20,22 1,07 -0,09 -14,21 18,73 -3,04 -0,55 -22,22 17,94 0,55 -0,65 -22,14 -0,24 -0,77 -32,96 23,64 -2,00 -1,51 -15,90 18,00 0,80 -1,60 -20,15 21,41 -1,41 -3,82 -23,31 15,67 -1,35 -4,13 -14,53 17,42 -4,63 -8,76 -16,18 21,02

-36,51 7,43 11,84 -19,66 22,65 5,91 10,07 -25,20 22,54 5,61 9,72 -17,25 20,98 6,32 -24,11 19,72 1,96 6,08 -25,13 21,31 6,00 6,00 -24,29 19,52 4,36 -23,32 17,60 2,80 4,10 -38,89 26,84 4,06 3,47 -13,88 23,56 4,33 3,40 -28,38 22,85 1,27 3,20 -20,81 19,05 3,57 2,49 -24,86 21,72 2,65 1,65 -36,87 26,85 -0,28 0,18 -21,69 21,32 2,43 0,05 -21,36 20,68 2,17 -0,24 -28,99 19,74 0,80 -1,81 -36,01 24,22 3,16 -2,16 -39,25 23,98

1,49 -0,86 -39,46 22,82

29,47 18,22 -31,30 22,07 5,34 5,81 -31,52 22,04 4,57 5,47 -13,29 15,13 4,04 5,24 -16,75 15,85

ANALISI RANKING I FONDI CON RATING FUNDSPEOPLE 2022 I FONDI CON RATING FUNDSPEOPLE 2022

FONDO

Wellington Emerg Mkt Devpmt USD S Ac Polar Capital Em Mkts Stars S USD Acc William Blair EM Growth R USD Acc JPM Em Mkts Small Cap A (acc) perf EUR Stewart Inv Glbl Em Mkts Sust VI EUR Acc River & Mercantile EM ILC Eq EB USD Fidelity Sustainable EM Eq I-Acc-USD Robeco QI EM Enhanced Index Equities I $ Fidelity Sustainable EM Eq Y-Acc-USD JPM Emerging Markets Div A (acc) EUR Redwheel Global Emerging Mkts B USD Amundi Fds Em Mkts Eq Foc I USD C Robeco QI Emerging Cnsrv Eqs F € Candriam Eqs L Em Mkts C EUR Cap Schroder ISF Em Mkts I Acc EUR Capital Group EM Growth (LUX) Z Schroder ISF Glb Em Mkt Opps C Acc USD Emerging World Inst GS Emerging Markets Eq ESG I Acc USD GemEquity I Amundi IS MSCI Emerging Markets IE-C Nordea 1 - Emerging Stars Equity BI EUR Fidelity FAST Emerging Markets Y-ACC-USD Robeco Emerging Markets Equities D € Fidelity Instl Emerg Mkts Eq I-Acc-USD GS Emerging Markets Eq Base Acc USD JPM Emerging Markets Equity A (dist) USD GAM Multistock EM Equity USD C Templeton Emerging Markets A(Ydis)USD American Century Em Mkts Eq I USD PrivilEdge Amer Centy EM Eq I USD Acc Principal Origin Glb Em Mkts I Acc GBP Vontobel Emerging Markets Eq A USD Templeton BRIC I(acc)USD Eurizon Equity EmMkts Smart Vol R Acc Schroder ISF BRIC I Acc USD UBS (Lux) Eq Fd EM Sst Ldrs (USD) P T. Rowe Price EM Eq I USD

Global Equity Large Cap

THEAM Quant WldClmtCarbOffstPlnPrivl€Acc Mirova Global Sust Eq S1/A EUR NPF BNP Paribas Global Envir N C CPR Invest Social Impact I EUR Acc MS INVF Global Brands A USD MS INVF Global Quality Z MS INVF Global Quality Z DWS Invest CROCI Sectors Plus XC Schroder ISF Glb Clmt Chg Eq I Acc USD Robeco Sust Global Stars Eqs Fd EUR Schroder ISF Glbl Sust Gr C Acc USD UBAM 30 Global Leaders Equity AHC USD Schroder ISF Glb Disruption IZ Acc USD Schroder ISF Global Eq I Acc USD JPM Global Focus A (dist) EUR Aviva Investors Glbl Eq Endur I USD Acc SWC (LU) EF Sustainable AA T. Rowe Price Glb Foc Gr Eq I USD Allianz Thematica AT EUR JPM Global Select Equity A (acc) USD DPAM B Eqs NewGems Sust W Cap UniGlobal RBC Funds (Lux)Vsn Glb Hrzn Eq O USD Cap AB Sustainable Glb Thematic AX USD Fiera Capital Global Equity B Acc ERSTE Responsible Stock Glb EUR I01 VT JPM Global Focus D (acc) EUR Threadneedle (Lux) Global Focus ZU Candriam Sst Eq World R € Acc Pictet - Global Envir Opps I EUR Guinness Global Equity Income D EUR Acc Artisan Global Discovery I USD Acc Threadneedle (Lux) Global Focus W Heptagon WCM Global Equity A USD Acc Amundi Fds Glb Eq Sust Inc I2 EUR C Robeco BP Global Premium Eqs B EUR Fidelity Global Focus Y-Dis-EUR CT (Lux) Rspnb Global Equity I Inc EUR FvS Dividend IT

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

3,56 3,49 -22,90 17,22 3,07 -27,64 19,27 3,06 -25,54 18,80 3,28 2,48 -16,15 18,39 3,99 2,37 -11,02 14,32 2,07 2,22 -14,52 15,22 4,28 1,53 -22,25 15,99 1,00 1,40 -16,56 15,80 4,12 1,34 -22,44 16,04 2,66 0,95 -16,91 16,56 -0,95 0,58 -27,14 22,27 1,33 0,56 -20,09 16,54 1,88 0,55 -3,93 14,12 -1,08 0,34 -26,34 17,18 1,18 0,07 -22,36 17,19 1,63 0,02 -25,62 16,23 1,66 0,02 -23,46 18,82 0,39 -0,15 -24,97 -0,70 -29,66 17,68 -0,41 -0,71 -31,07 17,84 -0,08 -0,73 -19,12 16,10 0,15 -0,94 -30,62 17,59 -1,19 -1,35 -31,62 18,94 -0,94 -1,55 -20,22 17,67 -0,66 -2,31 -32,18 17,95 -1,15 -2,35 -31,13 17,82 0,88 -2,73 -29,29 17,73 -1,91 -2,89 -25,41 18,39 -1,42 -3,04 -24,02 18,32 -1,84 -3,40 -28,69 16,74 -1,68 -3,41 -28,51 16,47 -2,32 -3,45 -23,79 15,93 -1,60 -3,62 -18,18 15,26 -0,61 -4,03 -27,95 19,62 -2,71 -4,26 -20,47 15,50 0,89 -4,46 -28,38 16,96 -0,28 -4,65 -30,98 15,19 -1,52 -4,83 -25,26 16,51

-7,19 -17,07

-9,09 63,99 26,37 -3,78 15,51 62,77 24,61 -6,28 15,91 60,01 24,57 -6,16 16,31 13,63 21,68 13,59 21,32 11,31 14,24 -16,14 19,95 11,96 13,48 -5,35 16,99 13,24 13,48 -8,56 16,20 13,88 13,47 -6,07 18,48 13,26 -19,02 19,98 11,54 12,80 -6,93 16,78 9,71 12,47 -2,11 19,51 11,91 12,44 -5,12 19,57 9,85 12,22 -13,31 18,29 12,57 12,22 -20,62 19,99 11,02 12,22 -12,21 17,58 10,42 12,21 -1,65 18,89 12,78 12,17 -21,88 20,41 10,32 11,95 -5,89 16,95 11,93 -14,09 17,24 9,92 11,85 -18,15 20,05 12,36 11,77 -5,26 16,82 11,76 -8,26 18,34 8,62 11,35 -3,09 19,50 12,81 11,33 -14,26 18,08 9,54 11,01 -6,46 18,35 9,39 10,89 -13,21 19,86 10,80 10,88 4,93 15,42 13,01 10,65 -22,19 19,14 12,03 10,55 -14,86 18,07 10,20 -18,14 18,47 8,20 10,19 6,36 15,60 6,88 10,03 7,56 20,27 9,46 10,00 -9,16 16,95 10,09 9,99 -11,61 18,87 8,66 9,97 -3,60 15,32

DATI AL 30 APRILE 2022 DATI AL 31 OTTOBRE 2022

FONDO

Thematics Meta I/A USD DWS Invest SDG Global Equities XC American Century Concntr Glb Gr Eq I USD MGI Global Equity A10 0.2000 EUR Acc DPAM Equities L World SRI MSCI Index F AB Global Equity Blend S1 USD Artisan Global Opportunities I EUR Acc Fidelity World FAM L Acc UBS (Lux) ES L/T Thms $Q Cape Equity Internal A EUR Allianz Global Sustainability IT EUR M&G (Lux) Glb Dividend C USD Acc Nordea 1 - Global Portfolio BP EUR GS Global CORE Eq I Inc USD Snap Fidelity World Y-Dis-EUR AB Global Equity Blend I USD Ninety One GSF Glb Qual Div Gr I Acc USD Wellington Glbl Quality Gr USD S Ac Fidelity Global Equity Inc I-Acc-USD Amundi Fds Glb Ecology ESG A EUR C DWS Invest ESG Equity Income XC MS INVF Global Opportunity Z MS INVF Global Opportunity Z Fideuram Fd Global Equity R EUR Acc Fidelity Global Equity Inc Y-Acc-USD GIS SRI World Equity CX DWS ESG Akkumula LC Pictet - Quest Global Sust Eq I EUR Eurizon Azionario Intl Etico Fidelity World A-Dis-EUR Core Series - FAM Sustainable E EUR ND M&G (Lux) Glb Dividend A EUR Acc MS INVF Global Brands Eq Inc Z CPR Invest Climate Action I EUR Acc Fidelity Sust Dmgrphcs Y-Acc-USD FAM Global Premium Equities L EUR Acc 2Xideas UCITS Glbl Mid Cap Lib I USD Nomura Fds Global High Convct F GBP GS Global CORE Eq E Acc EURClose Fonditalia Millennials Equity T MS INVF Global Sustain Z USD Acc Thematics Safety I/A USD MS INVF Global Sustain Z USD Acc RobecoSAM Glbl Gndr Eqlty Eqs I EUR MFS Meridian Global Rsrch Focus W1 USD BNP Paribas Global Envir N C Mercer Fndmt Idxt Glbl Eq M-1€ Acc H Carmignac Investissement A EUR Acc Fundsmith Equity T EUR Acc CPR Invest Megatrends R EUR Acc Fondo Alto ESG Internazionale Azionari A DPAM B Equities World Sust V Dis Pictet-Security I EUR LUX IM Goldman Sachs Glbl Eq Opports HX FAM Global Equities Income L EUR Acc Anima Valore Globale A EuroFundLux - Azionario Glb ESG B MFS Meridian Global Equity A1 USD BGF Circular Economy Z2 USD Pictet-Global Megatrend Sel I USD Seilern World Growth CHF H R Pictet-Global Megatrend Sel I EUR Amundi Fds Polen Cptl Glbl Gr I2 USD C DWS Invest Top Dividend IC AZ Fd 1 AZ Eq Global FoF A-AZ Fd Acc GS Global Millennials Eq I Acc USD Vontobel Global Equity A USD JB Equity Next Generation EUR Ch Fidelity Global Dividend FAM A acc Aegon Global Equity Income EURH B Acc Pictet - Global Thematic Opps-I EUR BlackRock Advantage World Eq D EUR H Acc Fidelity Global Dividend Y-Acc-EUR H Fidelity Glb Thematic Opps A-USD Schroder ISF Glb Div Mxmsr C Acc USD CPR Invest Glbl Dsrpt Opp R EUR Acc Macquarie Valueinvest LUX Global A Cap Macquarie Valueinvest LUX Global A Cap Templeton Growth (Euro) I(acc)EUR

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

9,88 -18,73 19,32 9,84 -8,12 16,94 12,54 9,77 -13,68 17,64 9,69 -9,40 17,56 9,72 9,57 -11,58 17,56 7,93 9,53 -11,50 18,17 10,26 9,50 -21,56 18,16 9,44 -4,93 18,90 8,52 9,44 -9,43 18,57 8,51 9,38 -8,27 16,11 9,38 9,36 -9,14 17,82 8,50 9,35 -2,28 20,44 10,37 9,30 -10,20 17,81 7,89 9,19 -5,67 18,62 8,43 9,18 -7,49 17,57 7,45 9,06 -11,94 18,17 9,07 8,99 -2,97 14,91 11,02 8,94 -11,79 16,49 10,08 8,87 3,70 13,29 6,95 8,85 -9,16 15,83 8,95 8,83 2,79 13,90 40,37 8,72 -35,61 22,59 37,96 8,68 -35,54 23,05 8,67 -4,67 17,58 9,84 8,66 3,49 13,30 8,47 8,53 -5,79 17,09 8,78 8,52 -5,33 14,93 9,31 8,29 0,76 17,04 8,43 8,26 -13,26 18,51 7,51 8,25 -8,29 17,56 6,98 8,12 -10,88 16,76 7,28 8,04 -3,10 20,46 9,81 7,97 -3,08 14,65 7,95 -5,50 17,42 8,50 7,89 -15,95 16,38 7,85 1,53 20,67 7,83 -21,67 19,79 9,91 7,73 -8,14 18,37 6,45 7,71 -6,73 18,88 7,61 -22,46 20,43 7,59 -7,85 16,16 7,57 -25,39 20,89 7,54 -7,55 9,02 7,49 -10,28 17,12 8,20 7,47 -7,14 15,77 5,31 7,32 -14,41 20,65 5,58 7,25 -12,11 18,05 4,28 7,24 -21,87 17,57 9,81 7,05 -11,46 15,54 7,03 -10,23 16,70 6,59 6,96 -6,47 14,98 6,95 -20,95 17,76 8,58 6,93 -18,73 19,81 6,86 -4,81 17,87 6,76 3,09 16,74 4,57 6,58 0,09 18,75 5,78 6,49 -7,30 17,41 7,17 6,42 -7,82 18,15 6,39 -15,09 20,41 6,99 6,38 -15,30 18,24 9,81 6,35 -27,52 22,92 6,98 6,31 -15,01 18,32 10,39 6,15 -20,27 17,67 6,25 6,11 7,87 13,56 5,58 6,09 -7,42 11,94 9,02 6,06 -32,44 20,83 7,41 5,50 -12,51 16,81 5,44 -24,49 19,92 5,08 1,75 13,64 4,42 4,47 -11,89 16,86 6,10 4,05 -15,33 17,75 3,97 -21,08 20,14 5,26 3,80 -5,12 13,80 4,50 3,79 -13,67 16,44 3,11 3,65 0,78 20,28 5,66 3,60 -35,25 21,84 4,88 2,96 -3,71 4,88 2,96 -3,70 1,63 2,61 -3,99 15,89

I FONDI CON RATING FUNDSPEOPLE 2022 I FONDI CON RATING FUNDSPEOPLE 2022

FONDO

LUX IM ESG Pictet Future Trends EX Mediolanum BB Innovative Thematic Opps L Mirabaud Sustainable Glbl Fcs A USD Acc Pictet SmartCity I USD Mediolanum BB Dynamic Intl Val Opp LA MS INVF Global Insight Z MS INVF Global Insight Z

Global Equity Mid/Small Cap

CS (Lux) Security Equity CB USD BNP Paribas Climate Impact Privl C BNP Paribas Climate Impact Cl C Triodos Pioneer Imp EUR Z Acc Threadneedle (Lux) Glb Smlr Coms IE Threadneedle (Lux) Glb Smlr Coms AE CS (Lux) Security Equity BH EUR

Greater China Equity

Schroder ISF China A I Acc USD JPM China A-Share Opps C (acc) EUR Allianz China A Shares AT USD Schroder ISF All China Equity I Acc USD Schroder ISF All China Equity C Acc USD Eurizon Equity China A Z Acc Allianz All China Equity IT USD Schroder ISF Greater China C Acc USD Schroder ISF China Opps I Acc USD JPM Greater China A (dist) USD Schroder ISF China Opps C Acc USD FSSA China Growth I USD Acc JPM China A (dist) USD Neuberger Berman China Eq USD I Acc BNP Paribas China Eq Cl D FSSA Hong Kong Growth I USD Acc Ninety One GSF All China Eq I Acc $ Amundi Fds China Equity E2 EUR C Invesco Greater China Equity A USD Acc Fonditalia Equity China T UBS (Lux) EF China Oppo(USD) Q USD acc

Healthcare Sector Equity

CPR Invest MedTech I EUR Acc Janus Henderson Horizon Bio IU2 USD Acc JPM Global Healthcare C (acc) USD Candriam Eqs L Onclgy Impct I USD Cap Janus Henderson Glb Life Scn I2 USD AB Intl Health Care A USD BNP Paribas Health Cr Innovtr Cl Cap Candriam Eqs L Biotech R USD Cap BGF World Healthscience A2 Fidelity Sust Glb Hlthcare Y-Dis-EUR Bellevue (Lux) Bellevue HC Stgy I EUR Bellevue (Lux) Bellevue Md & Svc T EUR CS (Lux)Digital Health Equity DB USD Pictet-Biotech P USD LUX IM Global Medtech HX JPM Thematics Genetic Thrps C2 Acc USD Franklin Biotechnology Discv A(acc)USD

India Equity

Ashoka India Opps A USD Acc GS India Equity I Acc USD Nomura Fds India Equity Z USD UTI India Dynamic Equity EUR Instl Franklin India I(acc)EUR Schroder ISF Indian Opports I Acc USD

Infrastructure Sector Equity

M&G (Lux) Global Listed Infras L EUR Acc Wellington Enduring Assets EUR G Ac MS INVF Global Infrastructure Z MS INVF Global Infrastructure Z

Japan Equity

Schroder ISF Japanese Eq I Acc EUR Hdg CT Japan Institutional X Inc GBP BNY Mellon Jpn Sm Cp Eq Foc JPY W Acc PrivilEdge - Alpha Japan JPY NA SPARX Japan Sust Eq JPY Inst I Matthews Japan Fund I USD Acc Pictet-Japanese Equity Opps PJPY Invesco Japanese Eq Adv Z JPY Acc Invesco Japanese Eq Adv C JPY Acc

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

4,33 2,17 -16,22 18,06 2,00 -27,10 18,81 6,93 0,95 -24,69 16,87 4,12 0,72 -18,90 19,19 0,83 0,64 -4,16 17,63 4,41 -0,89 -51,81 33,58 23,89 -2,81 -51,64 33,44

11,06 10,63 -11,62 20,94 9,05 9,76 -18,68 21,29 7,70 8,40 -19,70 6,33 6,46 -17,77 19,68 9,47 6,44 -28,62 21,42 8,54 5,54 -29,23 21,41 5,41 4,58 -26,43 23,67

10,95 -23,52 19,45 6,72 6,92 -27,73 20,32 7,02 6,54 -34,33 21,21 4,43 -31,27 20,22 3,39 -31,95 20,21 0,54 -27,67 19,44 0,30 -37,06 21,26 1,55 -0,50 -33,58 19,73 -0,08 -1,31 -33,45 20,87 0,67 -2,11 -40,34 19,73 -1,31 -2,52 -34,28 20,85 0,54 -2,88 -28,73 18,04 0,29 -3,31 -41,00 23,08 -2,46 -5,77 -34,59 18,86 -2,20 -6,74 -41,80 21,41 -1,24 -6,90 -26,18 16,87 -3,71 -6,96 -34,84 17,83 -5,96 -8,47 -41,19 21,71 -4,80 -9,50 -35,35 19,21 -7,19 -10,27 -38,12 21,07 -3,07 -12,83 -37,17 18,69

-16,96 21,61 -1,75 22,65 13,92 15,83 6,96 15,36 15,63 0,54 15,38 13,71 15,29 6,18 15,56 13,94 15,09 6,95 14,96 12,25 14,09 5,40 14,74 10,74 14,09 11,16 18,26 13,38 12,86 10,74 13,77 13,36 12,70 1,82 15,18 10,07 9,76 -6,62 14,97 12,91 9,74 -5,55 17,46 9,53 -32,00 27,76 5,57 7,80 -6,22 21,98 7,77 -4,61 15,92 6,50 -19,49 24,82 3,87 5,03 -7,78 19,77

23,95 2,70 23,60 9,83 17,19 2,49 24,73 11,08 15,71 6,50 23,99 12,04 15,18 -5,74 25,03 8,33 14,34 3,45 23,57 9,57 10,29 -3,94 22,78

9,51 6,81 1,15 19,98 7,17 5,10 0,41 13,53 5,65 3,38 -0,43 17,05 5,62 3,32 -0,09

3,47 6,71 -2,59 15,15 4,63 4,72 -18,11 16,78 4,40 3,64 -12,34 20,88 5,12 3,54 -12,20 14,47 4,00 2,75 -20,92 17,02 1,79 1,81 -21,17 17,00 1,72 1,26 -14,56 16,04 3,69 1,26 -11,54 16,97 3,67 1,24 -11,57 16,97

DATI AL 30 APRILE 2022 DATI AL 31 OTTOBRE 2022

FONDO

Eurizon Sustainable Japan Equity R Acc Amundi IS MSCI Japan IE-C EUR BNP Paribas Japan Sm Cp Cl C FSSA Japan Equity VI EUR Acc Schroder ISF Japanese Eq A Dis AV JPM Japan Equity A (dist) USD Comgest Growth Japan JPY Acc SPARX Japan JPY Inst A

Latin America Equity

DWS Invest Latin American Eqs FC DWS Invest Latin American Eqs LC JPM Latin America Equity A (dist) USD

Long/Short Equity

Janus Henderson Hrzn PanEurpAbsRetI2 EUR Janus Henderson Hrzn PanEurpAbsRetI2 EUR Carmignac Pf L-S Eurp Eqs F EUR Acc ANIMA Star High Potential Europe Prestig Anima Alto Potenziale Europa A AB Select Absolute Alpha FX EUR H Pictet TR - Atlas I EUR AB Select Absolute Alpha S1 EUR H Pictet TR - Corto Europe I EUR Janus Henderson Absolute Return I Acc LUX IM ESG Ambienta Alpha Green DXL

Natural Resources Sector Equity

BGF World Mining D2 BGF World Mining A2 JPM Global Natural Resources A (acc) EUR Pictet-Timber I USD Pictet-Timber I EUR

Precious Metals Sector Equity

R-co Thematic Gold Mining C Franklin Gold & Prec Mtls I(acc)USD BGF World Gold A2

Real Estate Sector Equity

Janus Henderson Hrzn PanEurpPtyEqs A2EUR Janus Henderson Glb Rl EstEqInc I1qUSD Neuberger Bm US Rel Est Sec EUR I Acc Cohen & Steers SICAV Eurp Rl Estt Sec I Janus Henderson Hrzn PanEurpPtyEqs A2EUR

Technology Sector Equity

BGF Future of Transport Z2 USD Fidelity Global Technology Y-Dis-EUR EdRF Big Data N EUR BNY Mellon Mobility Innovation USD E Acc AB Intl Technology I USD Franklin Technology A Acc USD BGF Future of Transport D2 EUR Hedged Janus Henderson Glb Tech&Inno I2 USD Pictet - Robotics I EUR Polar Capital Global Tech Inc JPM Europe Dynamic Techs Fd A (dist) EUR Allianz Global Artfcl Intlgc IT H2EUR Janus Henderson Hrzn GlbTechLdrs A2USD Wellington Asia Technology USD S Ac UBAM Tech Global Leaders Equity IHC EUR Echiquier Artificial Intelligence K EUR CS (Lux) Robotics Equity CB USD BGF Next Generation Technology D2 EUR H Robeco FinTech F EUR Pictet-Digital PUSD

UK Equity Large Cap

Liontrust GF Spec Sits C3 Instl Acc £ BGF United Kingdom E2

US Equity Large Cap Blend

Fiera Capital US Equity B Acc DPAM Equities L US SRI MSCI Index F AB Select US Equity I USD JPM America Equity A (dist) USD AXA IM US Enhanced Index Eq QI A $ Acc iShares US Index (IE) Flex Acc USD JPM US Select Equity A (acc) USD Vanguard U.S. 500 Stk Idx $ Acc DPAM B Eqs US Idx F EUR Cap BGF US Flexible Equity A2 Cleome Index USA Equities R EUR Acc

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

-0,34 0,82 -11,66 13,29 2,24 0,63 -11,89 15,01 -0,81 0,59 -16,81 4,69 0,29 -32,52 23,64 0,88 -0,34 -12,58 14,55 2,75 -1,08 -31,13 20,94 3,01 -2,12 -27,39 18,96 1,29 -3,96 -26,23 16,65

11,93 9,57 38,63 32,45 10,89 8,59 37,38 32,42 3,87 2,30 28,45 32,49

4,63 7,54 -6,78 8,74 3,06 6,13 -1,12 4,47 2,89 5,85 -1,52 4,42 4,43 5,06 -9,03 9,79 2,74 4,45 -4,59 3,20 3,01 3,29 -10,43 9,48 1,25 3,05 -1,62 3,52 1,47 2,00 -3,85 7,97 -2,04 -0,95 -12,32 9,59

12,28 19,43 7,27 27,78 11,44 18,54 6,47 27,77 10,80 17,92 30,83 27,34 6,80 11,77 -0,89 23,41 6,76 11,65 -0,56 23,65

2,54 4,71 -13,56 31,69 5,80 2,55 -22,89 35,65 1,54 -1,85 -18,40 34,33

7,41 1,74 -9,18 18,55 1,72 -3,32 -24,41 20,81 2,18 -4,93 -31,22 24,18 0,32 -7,18 -36,79 26,27

19,83 -11,66 25,21 18,42 18,86 -9,08 18,46 12,30 14,73 -4,73 19,74 14,04 -21,65 24,52 14,74 13,79 -30,72 23,94 13,77 12,37 -33,91 25,02 11,85 -27,52 28,14 13,05 10,03 -28,83 22,37 10,07 9,95 -23,17 23,09 12,49 9,84 -26,80 20,13 8,31 9,82 -25,70 24,88 7,80 9,70 -43,00 30,77 10,62 9,41 -23,26 20,28 7,03 -31,68 21,38 7,02 -35,39 25,07 5,69 -50,40 33,35 6,47 5,35 -27,24 23,83 5,17 -53,60 32,84 -0,48 -33,93 23,54 2,27 -1,11 -31,67 17,12

3,93 1,89 -15,52 20,33 0,38 -1,91 -23,30 20,64

16,18 16,32 0,90 18,47 15,36 15,97 -7,44 19,52 13,91 15,48 3,35 17,32 13,84 15,36 3,65 19,68 13,24 14,65 1,03 18,41 13,87 14,57 -0,11 18,81 12,95 14,52 -4,68 19,06 13,43 14,12 -0,55 18,62 13,34 14,00 -2,74 18,98 11,98 13,99 2,72 18,83 13,13 13,96 -3,06 18,88

ANALISI RANKING I FONDI CON RATING FUNDSPEOPLE 2022

FONDO

iShares North America Eq Idx (LU) X2 USD Amundi IS MSCI North America IE-C iShares North America Eq Idx (LU) N2 USD UniNordamerika State Street US ESG Scrn Idx Eq P USD Threadneedle (Lux) American W GS US CORE Equity U Inc USD BNY Mellon Dynamic U.S. Equity USD W Acc T. Rowe Price US Eq I USD Amundi Fds US Pioneer A USD C ANIMA US Equity Prestige Wellington US Research Eq USD S Ac Amundi Fds Pio US Eq Rsrch E2 EUR C NN (L) US Enh Cr Concntr Eq P Cap USD Fonditalia Equity USA Blue Chip R Legg Mason CB US Eq Sust Ldrs PR EURHAcc JPM US Select Equity Plus A (acc) EURH BlackRock Advantage US Eq D EUR H Acc Allspring (Lux) WW USAllCpGr I EUR Acc Essential Port Sel US Equity I Cap EURH StocksPLUS™ Instl EURH Acc

US Equity Large Cap Growth

MS INVF US Growth I JPM US Growth A (dist) GBP AB Sustainable US Thematic A USD BNP Paribas US Growth Classic C BNP Paribas US Growth Classic C Nuveen Winslow US LrgCapGr ESG PUSD Artisan US Focus Fund I USD Acc AB American Growth C USD Amundi Fds Pio US EqFundmGr A EUR C UBS (Lux) ES USA Growth $ Q- acc T. Rowe Price US Lg Cap Gr Eq I USD Vontobel US Equity I USD Vontobel US Equity A USD Franklin US Opportunities Z(acc)USD Polen Capital Focus US Gr USD Instl Janus Henderson US Forty A2 USD Brown Advisory US Equity Growth $ B T. Rowe Price US Blue Chip Eq Q EUR MS INVF US Advantage I MS INVF US Advantage I

US Equity Large Cap Value

DWS Invest CROCI US Dividends USD IC Heptagon Yacktman US Equity C USD Acc CT US Equity Income L Inc GBP Robeco BP US Large Cap Equities I $ US Equity Value FAM L Acc JPM US Value A (dist) GBP Fidelity America A-Dis DPAM B Eqs US Div Sus F MFS Meridian US Value A1 USD M&G North American Value FAM L Acc Robeco BP US Premium Equities IH €

US Equity Small Cap

Threadneedle (Lux) Amer Smlr Com 9U USD Indosuez Funds America Small&Mid Caps G T. Rowe Price US Smlr Cm Eq Q USD abrdn NA SmComs I Acc USD Fisher Invst Instl US SmCp Cr Eq ESG USD Artemis Funds(Lux) US Smlr Coms FI USD

Convertibles

Franklin Glbl Convert Secs I(acc)EUR Franklin Glbl Convert Secs A(acc)USD CQS Glbl Sust Cnvrtible C USD Hdg Acc Calamos Global Convertible I USD Acc Lazard Convertible Global PC EUR Schroder ISF Glb Convert Bd I Acc USD Schroder ISF Glb Convert Bd C Acc USD UBS (Lux) BS Convt Glbl € Q-acc BNP Paribas Europe Sm Cp CnvrtI C CS Invm prtns(Lux) Glb cnvrt Bd FBH EUR UniInstitutional Global Conv Sustn EUR A DGC Convertible & Credit A EUR DWS Invest Convertibles FC Groupama Convertibles ID JPM Global Convert (EUR) A (dist) EUR

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

13,14 13,93 -2,66 19,04 13,04 13,78 -2,97 18,95 12,97 13,76 -2,81 19,04 13,21 13,76 -1,14 17,91 12,94 13,68 -2,71 19,02 12,71 13,66 -4,20 18,26 11,98 13,61 -0,54 18,60 13,49 -3,88 18,99 12,66 13,17 1,57 17,86 13,05 12,93 -5,16 18,37 12,65 12,83 -6,55 17,80 11,87 12,51 -5,57 19,04 11,01 11,96 -2,45 18,14 11,61 11,68 -0,01 19,20 10,26 8,92 -6,41 19,13 9,35 8,84 -20,90 19,74 6,88 8,80 -19,12 21,03 7,56 -18,56 19,98 11,31 7,26 -29,71 24,35 6,90 -17,83 20,47 6,47 6,02 -20,92 21,94

57,13 21,38 -52,58 35,54 17,74 18,92 -9,05 22,05 13,68 14,72 -11,14 19,81 13,58 13,34 -16,02 13,56 13,34 -17,48 14,78 12,98 -19,37 21,68 12,54 -8,27 18,11 13,89 12,38 -13,93 19,30 13,35 12,35 -5,93 19,65 13,88 11,95 -18,64 21,50 13,04 11,29 -18,83 21,82 12,67 10,88 -0,77 17,50 11,61 9,78 -1,77 17,48 11,43 9,71 -25,63 22,90 14,02 9,62 -25,05 21,82 11,88 9,40 -23,30 20,62 13,38 8,22 -23,40 20,88 10,49 7,08 -25,17 22,86 37,10 1,21 -46,65 30,86 6,55 0,46 -46,84 30,96

14,76 16,18 24,90 18,57 14,35 15,35 8,40 15,70 13,87 15,08 11,06 16,53 10,76 13,42 14,53 20,41 13,30 10,68 19,68 10,87 13,30 11,23 19,82 9,26 12,88 16,09 12,13 12,57 4,40 18,36 8,99 10,21 7,22 17,86 9,87 10,31 19,24 5,24 8,39 -4,60 22,37

13,10 16,51 -6,23 22,21 11,25 14,46 -4,52 22,81 14,02 13,43 -5,73 19,96 10,62 13,26 -10,37 22,57 10,37 11,33 -17,96 24,10 12,04 10,35 -17,19 23,12

12,14 12,70 -5,06 13,69 11,33 11,85 -5,62 13,30 7,29 8,86 1,72 9,41 7,04 7,83 -12,25 11,82 5,66 5,23 -15,57 12,81 5,42 4,92 -9,20 10,26 4,47 4,00 -10,00 10,26 1,42 1,72 -21,48 13,97 0,85 1,37 -9,10 8,49 0,45 1,13 -10,77 9,43 0,46 0,62 -21,26 10,93 -0,34 0,62 -15,69 10,20 -0,58 -0,01 -19,52 11,03 -1,11 -1,94 -15,07 8,98 -2,07 -2,30 -35,25 17,05

DATI AL 31 OTTOBRE 2022

FONDO

JPM Global Convert (EUR) D (acc) EUR Allianz Convertible Bond IT EUR

Commodities Broad Basket

PIMCO GIS Cmdty Real Ret Instl USD Acc Fideuram Fd Commodities

Alternative Miscellaneous

Amundi Inv Dynamic Allocation H EUR ND Lyxor Epsilon Global Trend I Man AHL Trend Alternative DNY H EUR Acc Alpi Hedge A

Global Macro

Amundi Inv Optimiser H EUR ND Amundi Inv Tactical Allc Pillar M EUR ND Amundi Inv Tactical Ptf Inc M EUR MGI ND KLS Arete Macro SI USD Acc JPM Global Macro A (acc) USD Schroder GAIA WellingtonPagosa E AccEURH GS Global Absolute Ret IO Acc USD Amundi Fds Multi-Strat Gr M2 EUR C Amundi Fds Abs Ret MS M2 EUR C Amundi SF Abs Ret Mlt-Strat Cntrl H ND Eurizon Absolute Prudent R Acc Invesco Global Targeted Ret Z EUR Acc

Market Neutral

Lumyna-MW TOPS (MN) UCITS EUR F (acc) Man GLG Event Driven Alternative IN USD BSF Global Event Driven Z2 USD Schroder GAIA Helix C1 Acc USD Man GLG Alpha Select Alt ILH EUR Aegon Global Eq Mkts Netrl EURH C Acc Lazard Rathmore Alternative EA Acc EUR H Exane Funds 2 Exane Pleiade A EUR Acc GAMCO Intl SICAV Merger Arbtrg I (EUR) Helium Fund Performance S EUR Lumyna PSAM Global Event EUR A Acc CT Real Estate Eq Mkt Netrl B Acc EUR BPI GIF Alt Fund Iberian Eq L&S I

Multialternative

MW Systematic Alpha UCITS F GBP NN (L) Alternative Beta P Cap EUR BCV Liquid Alternative Beta B (USD) Nordea 1 - Alpha 15 MA Fd BI EUR Nordea 1 - Alpha 7 MA Fd BI EUR LFIS Vision UCITS Pers Str IS Acc LFIS Vision UCITS Pers Str R EUR Acc Vontobel Fd II Vsc At Bt Opp AI EUR Inc

Options Trading

JPM US Hedged Equity C (acc) EURH

Aggressive Allocation

Crediinvest Sicav Active Alc Eq A EUR GS Global MA Gr I Acc USD PBFI Access Growth (USD) A (acc) NN (L) Pat Aggressive P Cap EUR First Eagle Amundi International RU-C First Eagle Amundi International AU-C Barclays GlobalBeta Port 4 C Dis GBP DPAM B Active Strategy F DWS Strategic ESG Allocation Dyn LD DWS Strategic ESG Allocation Dyn LC Eurizon Manager Selection MS 70 BNP Paribas Sust Mul Ast Gr Cl Acc CS (Lux) Portfolio Growth CHF B Canaccord Genuity Opp A SGD Hdg Acc Mediolanum BB Socially Respon Collct LA Mediolanum BB MS Glbl Sel L A UniRak Nachhaltig A LUX IM ESG Generali InvmtsDiversStrat HX Fidelity Glb MA Gr & Inc A-Acc-EUR LUX IM ESG Vontobel Millennial DXL

Allocation Miscellaneous

AZ Fd 1 AZ Allc Asst Dyn FoF B-AZ Fd Acc LUX IM Innovation Strategy DX ASI Progetto Azione Megatrend E EUR C Amundi Inv Multi Asst Teodorico I € QDis db AM DWS StepIn Global Eqs Evolut LC Euromobiliare Equity Mid Small Cap A

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

-2,56 -2,80 -35,54 17,04 -1,49 -2,86 -14,52 8,66

11,42 19,94 24,76 20,13 4,09 11,59 3,88 17,40

-25,42 6,58 7,59 18,63 8,03 4,53 5,45 9,57 13,79 0,94 0,54 -3,33 2,31

-10,76 -26,35 -23,67 9,21 12,85 8,16 4,33 5,33 9,13 6,95 4,18 2,12 4,10 3,16 2,76 3,38 7,11 1,61 2,75 -10,40 7,19 0,25 0,72 -7,90 5,61 -0,53 -0,34 -6,92 4,85 -0,72 -1,09 -4,76 2,21 -1,96 -1,86 -1,65 4,81

11,51 19,45 7,61 7,85 7,76 16,25 7,87 6,90 7,29 6,67 5,53 5,86 5,71 4,09 2,18 5,72 -9,56 5,89 5,53 -7,91 7,44 2,40 5,08 1,13 4,01 2,90 4,40 0,37 6,49 2,25 3,82 -0,31 6,57 2,52 3,08 -7,35 8,97 2,56 2,61 -0,84 2,80 1,69 2,30 -0,21 3,30

7,37 10,07 11,23 6,73 6,07 7,37 8,62 7,65 5,40 6,68 0,05 11,79 2,57 0,01 5,38 2,71 2,35 -2,51 5,72 1,66 -3,14 5,72 1,13 -1,23 -10,98 5,61

2,97 3,62 -12,32 9,28

-25,25 6,49 7,39 -2,10 13,86 6,90 6,97 -2,90 13,18 5,27 5,68 -9,85 13,15 5,60 5,59 1,43 13,52 4,91 4,90 0,72 13,53 4,77 4,29 -10,13 14,56 4,16 -13,85 13,67 3,92 -12,68 14,64 3,92 -12,69 14,64 4,14 3,79 -10,38 13,69 3,64 3,54 -14,12 14,80 3,56 3,54 -10,23 12,33 3,21 -13,38 15,85 2,62 2,12 -12,21 13,00 3,03 1,81 -21,15 13,16 3,27 1,65 -14,60 12,47 -0,57 -17,99 17,69 0,11 -2,14 -6,08 10,66 -2,88 -3,62 -25,31 13,39

6,35 6,65 7,21 6,10 1,31 -22,71 16,30 1,16 -11,81 9,88 1,50 0,86 -10,82 7,45 0,54 -12,49 10,78 -0,82 -18,84 10,09

I FONDI CON RATING FUNDSPEOPLE 2022

FONDO

ASI Progetto Sviluppo Globale E EUR NA BancoPosta Orizzonte Reddito A Ninety One GSF EM Mlt-Asst A Acc USD ASI Progetto Sviluppo Oriente EEURC AXAWF Global Flexible Prpty I Cap EUR H

Cautious Allocation

PIMCO GIS Strategic Inc Inst USD Acc Lazard Patrimoine SRI PC EUR U Asset Allocation Enhancement USD Acc UBS (Lux) SF Yld Sust $ Q-acc UBAM Multifunds Allc Sust Inc AC USD CS (Lux) Portfolio Yield USD B Schroder ISF Glbl MA Bal I Acc EUR Quaestio Solutions Funds MA Cons W Acc Raiffeisen Nachhaltigkeit Div I VT Amundi Fds Global MA Cnsrv M2 EUR C ODDO BHF Polaris Moderate Cl EUR Fonditalia Income Mix T Amundi Fds Euro MA Trgt Inc A2 EUR C DWS Concept DJE Alpha Renten Global LC Quaestio Family Global Value EUR B Acc BlackRock Multi Asset Cnsrv Sel D AccEUR Amundi Total Return - A EUR AD (D) Etica Rendita Bilanciata I Allianz MultiPartner - Multi20 Dachfonds Südtirol I T Eurizon Diversificato Etico Pictet-Multi Asset Global Opps I EUR Amundi Obbl Più a distribuzione A Allianz Capital Plus WT EUR NEF Ethical Balanced Conservative I Amundi Fds Mlt Asst Sust Fut I EUR C Amundi Fds Mlt Asst Rl Ret I EUR C DPAM B Defensive Strategy F BGF ESG Global Conservative Inc I2 EUR DPAM L Patrimonial F Allianz Dyn MltAst Stgy SRI15 IT EUR Amundi Fds Global MA Cnsrv C EUR C Euromobiliare Flessibile 30 A DB PWM II Act Ast Alloc ESG Cnsrv EUR A Anima Forza Moderato A Eurizon Conservative Allc R EUR Acc Arca TE - Titoli Esteri Nordea 1 - Balanced Income Fd BI EUR Eurizon Manager Selection MS 20 Anima Forza Prudente A Eurizon AM Sicav Social 4 Future C UniRak Nachhaltig Konservativ A Bantleon Global Multi Asset IT M&G (Lux) Conservative Allc A EUR Acc BNP Paribas Sust Mul Ast Sty Cl Inc Anima Vespucci F LUX IM UBS Active Defender HX M&G (Lux) Optimal Income CI EUR Acc M&G Optimal Income Fam L Acc EUR Acc Etica Obbligazionario Misto R Allianz Strategy 15 CT EUR

Flexible Allocation

Leo Portfolios SIF Flx MFW Eq I EUR Acc Ruffer Total Return Intl I GBP Cap Ninety One GSF Glb Mac Allc IX Acc USD E.I. Sturdza Sturdza Family SI USD Varenne Valeur IT BL-Global Flexible USD B New Capital Strat Port UCITS USD InstAcc ODDO BHF Polaris Flexible CN EUR Sidera Funds Balanced Growth B Acc EIS Flexible Equity Strategy 3 I R-co Valor C EUR Abersand Capital-Total Return Portfl. A EIS Tactical Global Risk Control I FvS Multiple Opportunities II IT Eurizon Fund - Flexible Allocation Z EUR Euromobiliare Science 4 Life A SWC (LU) PF Resp Ambition (EUR) AT Comgest Growth Global Flex I EUR Acc Flexible Eq Stgy FAM L EUR Acc M&G (Lux) Dynamic Allocation CI EUR Acc

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

-1,22 -4,76 8,07 -1,42 -12,09 7,49 -0,33 -1,95 -14,26 12,03 -2,69 -16,19 8,32 -0,02 -2,94 -18,29 13,48

4,94 6,27 9,51 3,10 4,09 0,59 6,62 4,08 3,79 1,34 6,20 4,16 3,47 -1,36 9,47 3,83 3,08 -1,27 7,77 3,76 2,84 -2,24 7,70 2,31 2,59 -9,89 10,19 2,40 -3,36 5,33 0,84 1,18 -7,13 4,52 1,52 0,70 -11,37 7,44 1,20 0,70 -8,11 6,55 0,67 -12,53 10,61 0,48 -11,57 8,82 0,38 0,47 -6,34 4,10 -0,07 -7,02 6,62 0,54 -0,07 -11,19 7,71 -0,19 -0,16 -9,80 6,63 0,98 -0,21 -9,56 7,39 0,29 -0,37 -9,08 5,42 0,68 -0,56 -11,69 7,41 0,21 -0,60 -8,49 4,47 0,16 -0,80 -11,52 5,75 0,08 -0,89 -9,46 5,84 0,30 -0,93 -15,83 9,04 0,39 -1,04 -9,78 6,47 0,69 -1,05 -10,97 7,34 -0,48 -1,12 -8,92 7,37 -1,30 -12,06 7,38 -1,33 -12,77 8,20 0,60 -1,35 -10,23 6,74 0,10 -1,45 -11,48 5,83 -0,58 -1,66 -13,02 7,10 -1,28 -1,88 -8,33 4,92 -0,55 -2,07 -12,83 7,66 -1,16 -2,38 -12,77 7,35 -1,71 -2,56 -13,12 7,24 -0,71 -2,66 -14,97 9,40 -0,86 -2,79 -11,92 6,68 -0,97 -2,81 -14,17 7,57 -1,53 -2,96 -11,76 5,57 -1,14 -2,97 -13,07 8,40 0,06 -2,99 -17,17 8,80 -1,54 -3,04 -16,10 7,88 -2,80 -3,07 -12,84 9,51 -1,28 -3,09 -14,86 8,33 -1,62 -3,38 -14,68 7,51 -3,40 -13,95 7,09 -1,81 -3,66 -15,12 9,16 -3,77 -14,95 8,75 -1,75 -3,90 -12,86 5,34 -1,42 -4,28 -12,81 5,09

11,04 13,58 -21,31 26,08 6,39 9,88 1,72 9,28 8,13 9,33 7,92 10,70 8,70 2,81 10,53 7,79 1,83 9,77 7,74 6,55 1,79 8,92 5,81 4,68 -21,51 15,94 3,11 4,43 -9,21 11,22 3,15 4,37 -6,34 10,41 3,61 4,03 -6,80 11,39 3,42 3,94 -11,78 15,47 3,80 3,26 -7,05 14,56 1,98 2,49 -6,17 7,45 3,90 2,30 -9,35 10,29 2,18 1,68 -6,75 7,96 2,92 1,68 -4,71 8,26 1,86 1,49 -12,17 12,94 3,95 1,23 -9,35 8,38 1,19 -7,13 9,86 0,17 1,05 -5,92 11,79

DATI AL 31 OTTOBRE 2022

FONDO

PIMCO GIS Dyn Mlt-Asst Instl EUR Acc Raiffeisen-GlobalAll-StrategiesPlus I VT BNY Mellon Glbl Rl Ret (EUR) W Acc BSF Dynamic Diversified Growth I2 EUR Investiper Etico Bilanciato R - CO LUX WM Wealth Strategy Fd IC EURH Nordea Stable Performance FAM L EUR Acc LO Funds All Roads EUR NA DWS Invest Multi Opportunities EUR LC FFG Global Flexible Sustainable R Acc LUX IM ESG Amundi Sustainable Alpha HX MS INVF Global Balanced Z MS INVF Global Balanced Z UBS (Lux) KSS Glbl Allc (EUR) Q MS INVF Global Balanced Income Z CB-Accent Lux BlueStar Dyn C EUR Acc EIS Flexible Beta 5 I EIS Flexible Beta 6 I EuroFundLux - Climate Change ESG B Seeyond Multi Asset Divers Gr I/A EUR Invesco Balanced-Risk Select C EUR Acc LUX IM ESG Eurizon Contrarian Appr EX MS INVF Global Bal Rsk Contr FOF A AZ Fd1 AZ Eq Global Infras A-AZ Acc LUX IM ESG Morgan Stanley Glbl Mltast EX EIS Multiasset Risk Overlay I Epsilon Fund Enh Const Rk Contrib I€ Acc BNP Paribas Target Risk Balanced Cl R MS INVF Global Balanced Income Z

Moderate Allocation

Amundi Fds Pio Inc Opps I2 USD C Capital Group American Bal (LUX) Z AZ Fd1 AZ Allc Bal FoF A-AZ Fd Acc Janus Henderson Balanced A2 USD BGF Global Allocation A2 PIMCO GIS Glb Cr Ast Allc Instl USD Acc Franklin Income A(Mdis)USD Capital Group Glob Alloc (LUX) Z Allianz Income and Growth I H2 EUR First Eagle Amundi Income Builder IU-QD Man AHL TargetRisk I USD MFS Meridian Global Total Ret A2 USD Acatis Value Event Fonds A BGF ESG Multi-Asset E2 EUR Allianz Dyn MltAst Stgy SRI50 IT EUR PBFI Access Balanced (EUR) A (acc) Allianz Dyn MltAst Stgy SRI50 AT EUR CT (Lux) Sust Mul Ast Inc I Inc EUR Schroder ISF Glbl MA Inc C Acc USD Etica Bilanciato R Variopartner Vontobel Convct Bal CHF F DPAM B Balanced Strategy F DWS Strategic ESG Allocation Bal ID Amundi Fds Global Mlt-Asst E2 EUR C Robeco Multi Asset Sustainable I € Patrimonial SRI B Etica Impatto Clima I Euromobiliare Flessibile 60 A Anima Magellano F Raiffeisen-Nachhaltigkeit-Mix R VT Invesco Global Income Z EUR AD-GI LO Selection Balanced EUR UA Fidelity Glb Mlt Ast Inc Y-Acc-EUR Eurizon Manager Selection MS 40 UBS (Lux) KSS Eur GrInc € Q-acc Nordea 1 - Stable Return BP EUR Anima Forza Equilibrato A Carmignac Patrimoine A EUR Acc Arca Oxygen Plus 50 EuroFundLux - IPAC Balanced A M&G (Lux) Income Allocation CI EUR Acc DPAM B Balanced Flexible F Fondo Alto Bilanciato A M&G (Lux) Income Allocation A EUR Acc Fidelity European Mlt-Asst Inc A Dis EUR Triodos Impact Mixed Neutral EUR R Acc Man AHL Active Balanced I H EUR Acc LUX IM UBS Asia Balanced Inc HX

RENDIMENTO

ANNUALIZZATO 5 ANNI 3 ANNI 1 ANNO VOLAT. 3 ANNI

0,71 1,03 -14,70 6,75 1,66 1,02 -11,72 8,77 2,19 0,96 -11,33 8,69 1,02 0,71 -11,29 7,50 0,35 0,64 -13,09 10,53 1,30 0,51 -16,67 12,25 -0,13 -6,67 6,86 0,74 -0,22 -8,97 4,86 0,28 -0,36 -7,45 11,07 -0,36 -12,50 9,04 -0,40 -10,93 9,79 0,06 -0,42 -7,34 0,03 -0,48 -7,02 6,67 0,66 -0,55 -19,53 12,62 -0,20 -0,60 -7,00 7,14 -1,10 -0,91 -17,58 9,47 -0,58 -1,15 -4,55 2,79 0,05 -1,18 -8,20 3,63 0,16 -1,21 -12,44 9,57 -0,60 -1,37 -15,68 7,25 -0,04 -1,52 -17,77 11,24 -1,57 -11,57 9,63 -1,31 -2,00 -15,00 7,72 0,58 -2,22 5,99 18,14 -1,63 -2,50 -8,79 5,84 -1,43 -2,99 -11,64 5,59 -1,69 -3,69 -18,10 7,95 -2,28 -5,47 -19,25 9,03 -13,07 -9,25 -7,33 10,43

8,70 12,21 11,51 8,71 8,49 2,05 11,11 5,92 7,90 16,99 8,81 8,82 7,56 -2,43 12,08 5,82 6,72 -4,59 11,32 6,28 6,49 -3,59 12,05 5,31 5,94 7,47 11,65 6,17 5,81 -1,55 9,70 4,86 5,46 -15,30 15,12 5,41 5,34 4,36 11,21 8,96 5,05 -0,89 9,36 4,66 4,28 -1,11 10,72 4,72 4,16 -10,78 14,08 3,64 4,07 -9,33 9,91 3,17 3,64 -10,24 10,15 3,66 3,02 -8,16 10,49 2,25 2,72 -11,04 10,14 1,10 2,61 -11,32 8,78 3,59 2,41 0,09 10,92 2,57 2,30 -9,32 11,62 2,21 -8,34 10,09 2,07 -13,23 10,94 2,02 -11,66 10,92 1,78 1,62 -13,54 13,12 1,46 -10,66 10,27 1,85 1,41 -9,17 8,80 1,36 -8,19 10,06 0,45 0,80 -6,30 5,99 0,96 0,71 -10,10 10,22 2,59 0,70 -11,71 10,53 1,12 0,34 -14,38 14,29 0,57 0,15 -12,37 10,25 2,88 0,12 -4,35 9,38 1,36 0,04 -11,80 9,15 0,84 -0,01 -14,04 12,28 0,16 -0,11 -6,30 6,85 0,29 -0,18 -13,26 10,66 -1,31 -0,38 -16,28 7,50 -0,41 -0,76 -13,57 12,38 0,91 -0,82 -12,31 10,11 0,85 -1,12 -11,80 11,86 0,61 -1,39 -15,17 9,83 -1,81 -1,91 -11,03 10,42 -0,04 -2,00 -12,59 11,86 -1,44 -2,15 -13,24 10,34 0,43 -2,17 -14,95 9,52 -4,07 -21,42 10,36 -6,13 -24,27 10,80